When working with EdSmart, creating templates for Parent Slips or Broadcasts can be a frequent task. However, if your school's approval workflows remain consistent across most templates, there's a more efficient way to handle this process. By setting up Default Templates with your school's standard approval workflows, you can expedite the creation of new templates and ensure consistency across your communication channels.
Setting up Default Parent Slip Template:
Begin by creating a Default Parent Slip Template
Form Templates
Add New
Parent/Student Slip template
Add the Template Name: Default Parent Slip Template
Add the Template Description
Within this template, configure the approval workflow according to your school's requirements.
Using Default Parent Slip Template for New Templates:
Navigate to Form Templates in the Navigation Panel.
Locate the Default Parent Slip Template and select "Edit."
From the Actions dropdown, choose "Duplicate Template."
This action creates a new template with the same approval workflow as the default, ready for further customisation if needed.
You can apply the same approach to Broadcast Templates.
Utilising Default Templates with pre-configured approval workflows is great for speeding up template creation while maintaining consistency and efficiency. By following the outlined steps, your school can ensure that all communication templates adhere to the established approval processes, enhancing communication effectiveness within the EdSmart platform.