Set up different email or SMS messages for incidents and detention severities

You can choose to notify guardians via email or SMS when an incident is logged or a detention given. 

Go to Students > Behaviour > Setup and select the Incidents tab. Click on Automatic Incident Workflows.

Screenshot_2023-01-09_at_12.13.24.png

 

You can choose whether to send out the default email or SMS template for each severity level.

Screenshot_2023-01-09_at_12.15.00.png

 

To edit the default template, click on the Send message option and click Modify Template. You will be taken to the Templates section of the Communications area where you can edit the template.

Screenshot_2023-05-04_at_11.19.46.png

 

Setting up different templates for different levels

You may want to send a different message via email or SMS for different incident severity levels, for example one for positive severities and one for negative severities, or a different message for more serious behaviours.

You can do this for both notifications of incidents and detentions! You can see how to set up your templates and assign them to different severities below.

Screenshot_2021-11-18_at_12.36.36.png

 

Step 1 - Set up your templates

Make sure you have first set up the templates you want to use by following these instructions: Using Email/SMS/Letter Templates

When you set up the template using the Detention fields or Behaviour Incident fields options, you can pull in information using Merge Fields.

Screenshot_2022-12-16_at_09.57.08.png

Screenshot_2023-05-04_at_11.20.53.png

 

Step 2 - Assign your templates to your severities

Go to Students > Behaviour > Setup and select the Incidents tab. Click on Automatic Incident Workflows.

Screenshot_2023-01-09_at_12.13.24.png

 

Select the severity level, then select the Send message template to primary guardian option.

Screenshot_2023-01-09_at_12.15.00.png

 

In the slide over, you can select whether to use the standard template or your custom template for email and SMS.

  • When selecting the incident option, you can see any Incident templates set up to select from. You cannot select detention templates, because detention merge fields are only available when a detention has been assigned.
  • When selecting the detention option, you can see any Detention templates set up to select from. You cannot select incident templates. 

Screenshot_2023-01-09_at_12.17.06.png

 

 

To edit the selected template, click Modify Template. You will be taken to the Templates section of the Communications area where you can edit the template.

Screenshot_2023-05-04_at_11.19.46.png

Was this article helpful?
1 out of 4 found this helpful
I'm still stuck!

Comments

0 comments

Article is closed for comments.