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?