Department for Education - Set-up configuration options

To assist you to access the capability and features of EdSmart and determine how you wish to use it, we have prepared a series of questions that can guide your decision making.


Customisation

School Logo

  • Department vs Individual school
  • Globally set or allow each school to set

Email template branding - Colour of Header and Footer strips

  • Department vs Individual School
  • Globally set or allow each school to set

Slip/Forms branding - Colour of Header and Footer strips

  • Department vs Individual School
  • Globally set or allow each school to set


Key Role and tasks at the School

Who will be your key Administrator?

  • Decided by Department or School


Who will create Templates?

  • Decided by Department or School
  • Administrator
  • From Office
  • Teacher

Who will create Slips?

  • Decided by Department or School
  • Administrator
  • From Office
  • Teacher

Who will send?

  • Decided by Department or School
  • Administrator
  • From Office
  • Teacher

Who will monitor returns?

  • Decided by Department or School
  • Administrator
  • From Office
  • Teacher

Who will export data and get it to the appropriate person(s)?

  • Decided by Department or School
  • Administrator
  • From Office
  • Teacher


User set up - Users/Permissions

User Levels need to be decided

  • Department vs School decision?
  • User - send a Slip and Form
  • User with Template building access
  • Administrator

Permissions

  • Department vs School decision?
  • Ability to work with a specific module
  • Ability to see all Slips or Forms vs ability to only see Forms the staff member is involved in
  • Ability to see all Year levels vs restricted to certain year levels


Configuration

Email message “from” name

  • Department vs Individual school.
  • Globally set or allow each school to set

SMS - text message “from” name

  • Department vs Individual school.
  • Globally set or allow each school to set

Modules to be available to different levels of schools 

  • Preschool, Primary, Secondary
  • Would different subscription tiers be appropriate for different levels of schools


Form Templates

  • Are there any department-designed Forms that are consistent or predetermined for all schools that we can build and load into all sites?