Set up the email template
For full details on how to create an automated email please click here: Create Automated Emails
Go to Email Settings > Templates > Custom > Add and create a Staff Custom template Called ‘Re-uploaded Documents by Carer’
Copy and paste 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.
Create an Automation
Create an Automation
To read how to create an automated email please click here: Create Automated Emails
Go to 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.
Always 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
Click Save
The automation timing only works when the trigger has not passed.
- It will send a separate email for each document type you've unverified.
- It will only send one email per document type unless you have changed the status of the document to yes/not validated yet 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.