Workflows: quiet helpers that watch the office

Workflows watch for things that slip through the cracks and put a task on your morning board. One is always on. The other three stay off until you turn them on.

Always on

Unreported absence: when you mark a student absent and no family reports, the family is asked once after the wait you set on Roster and settings.

Steps

1. Go to Front office, then Workflows.
2. Tick the helpers you want and set the numbers:
   • Absence pattern: Absence days in In the last (days). The default is 3 days in 10.
   • New family onboarding: Alert after (days) when a family never opens their link. The default is 7.
   • Unread family text: Alert after (hours). The default is 2.
3. Click Save workflows.

Good to know

• Tasks show on This morning under Needs attention. Click Resolve when you are done.
• A task is raised once. It can come back only after you resolve it.
• Opening an unread text clears its task.
• Workflows only make tasks for the office. They do not message families.
• Only an owner or admin can save changes. A team member with Admin access to the Front office, like the Principal preset, can too. Everyone else sees the page read only.