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?