This article explains how to create a Daily First Aid Log Report and send it to guardians using a mail merge. It details the steps to add medical events in Arbor, import a report template, and create an email template that automatically fills in first aid events for the day.
By using the steps in our article Creating a Mail Merge using data from a Custom Report Writer report, you can create an email template for guardians that will automatically fill in the events of any first aid or injury events from the day.
Creating the report
For this to work, any incidents will need first to be added to Arbor as a medical event.
Click the link at the bottom of this article to download the report template. Do not open the template. You can then import it into your site by following these instructions: Importing a report
The layout of this template will look like the picture below, and include the following fields.
If you wish to make any adjustments to this report once it is on your site so that it better suits your needs, you can do to by following the steps in our article Viewing, editing or deleting a report.
Creating the email template
Our article Creating a Mail Merge using data from a Custom Report Writer report has all of the steps you will need to follow to create an email template using the merge fields from the report.
The below example shows the email in its template form, and gives a preview of what the example on our test site from this template would look like with those merge fields all filled in.
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