For full details on how to create an automated email please click here: Create Automated Emails

• Email Settings > Templates > Custom > Add
• create a Staff Custom template Called ‘Re-uploaded Documents by Carer’

Copy and paste (Ctrl+C, Ctrl+Shift+V) directly into the template:

Dear {{ campus.registrar_title }},

{{ user_parent.first_name }} {{ user_parent.last_name }} has uploaded a new document for {{ profile.first_name }} {{ profile.last_name }}, {{ profile.entry_grade_label }}, {{ profile.entry_year }}.

Please go to the record to verify the document.

To read how to create an automated email please click here: Create Automated Emails

• Automation > Add

1. Name - Automated name same as template name i.e. ‘Re-uploaded Documents by Carer’ this makes it easier to identify.
2. Email Template - Select your template from the ‘Custom Template’ dropdown.
3. Carer SMS template - not applicable for staff.
4. Change Application Status to - Select the Enrolment Journey stage this Automation will move the student profile (not applicable).
5. Add to Student Profile Category - you can add settings to the Student Profile Category via the Automation process if applicable.
6. Trigger Event - select ‘Carer Re-Uploaded Unverified Documents’
7. Set the Delay to be 0 hours. This means the email will be sent to the staff member immediately after carers re-upload an unverified document.
8. Save.

Choose Automation Recipients allows you to select specific groups based on the options shown (optional)

In an automation all of these selections are optional

1. Application in Status
2. Years Of Entry
3. Calendar Years of Entry
4. Student Profile Categories
5. Attendance Types
6. Campuses
7. Exclude Application in status
8. Save

Important Notes:

The automation timing only works when the trigger has not passed.

1. The Automation will send a separate email for each document type you've unverified.
2. It will only send one email per document type unless you have changed the status of the document to yes/not validated yes and back to no. (Imagine parents uploading 6 documents for each page of the school report - this happens! and you'd receive 6 emails) Therefore, we notify you that a document type has been uploaded, but only one notification per type.