Admin Portal: Automation
How to Configure Email Templates and Automations for RMS
Overview In the Student Management System (SMS), you can automate email notifications, SMS alerts, and task assignments for your Risk Management System (RMS) using the Automation feature. By linking RMS records to automated rules and actions, you can ...
How to Use Trainer Matrix Email Automations
Overview This guide explains how to configure Trainer Matrix email templates and automations to automatically send trainer compliance information. By using the updated automation process, Trainer Matrix records are automatically grouped by trainer ...
How to Create Digital Documents for Enrolments Using Automation
Overview This tutorial explains how to automatically generate Digital Documents for enrolments using Automation. By configuring an enrolment email automation with a published Digital Document, you can automatically send standard digital documents or ...
How to Activate Automation
Overview The Student Management System (SMS) includes a suite of pre-configured automations designed to streamline administrative tasks, boost operational efficiency, and ensure consistency across your organisation’s workflows. These automations ...
How to Set Up an Automatic Reminder SMS Message
Overview This tutorial will show users how to automate a reminder Short Message Service (SMS) message. With automation, sending of SMS messages at a predetermined period is now possible. SMS automation allows users to define a set of conditions that ...
How to Set Up an Automatic Reminder Email
Overview This tutorial will show users how to automate a reminder email in the SMS. With Automation, sending of emails at a specific time is now possible. Email automation allows users to define a set of conditions that once met, the system will send ...
How to Automate Tasks in the SMS
Overview This tutorial will guide users on how to automate tasks in the SMS. With Automation, tasks are automatically created and assigned to specific users based on set conditions. Task automation not only saves time but also makes processes more ...
How to Setup an Automated Attendance Report
Overview This tutorial will show users how to automate an attendance report in the SMS. With Automation, sending reports at a specific time is now possible. Automation allows users to create a report once and then have that report update and send to ...
How to Setup an Automated Units Report
Overview This tutorial will show users how to automate a units report in the SMS. With Automation, sending reports at a specific time is now possible. Automation allows users to create a report once and then have that report update and send to ...
How to Setup an Automated Enrolment Report
Overview This tutorial will guide users on how to automate an enrolment report in the SMS. With Automation, it's now possible to schedule reports to be sent at a specific time. Automation allows users to create a report once, which is then updated ...