Communicating to Parents About Missing Requirements

    in Parent Experience

    Generating a list of students with missing requirements and using this list to communicate with a group of parents in one single click is best done by using the Student Health Tracker or Smart Lists.

    Using the Student Health Tracker
    • Step-by-Step Instructions

    Go to Front Desk.

    Go to Student Health Tracker.

    Select the title of the requirement under the Search by Requirement filter (or select the appropriate Tracker/Group under the Search by Tracker filter).

    In the second filter, select the appropriate filter (such as Incomplete or Expired), and click Search.

    If you need to communicate with all parents on this list, you can do so by clicking Actions > Send Mass Email.

    This will allow you to customize a message to the parents, and ensure it goes to each parent privately and individually – they will not see any other parent’s email address upon receipt of your email.

    You may also export the search results into an Excel spreadsheet by clicking Actions > Download CSV.

    Once downloaded you can further manipulate the data within Excel by using the filter features available in the application.

    Using Smart Lists

    Go to Front Desk.

    Click Smart Lists.

    Click Create.

    Name your Smart List.

    Select the tracker and/or group criteria by which you’d like to view your results. You build this criteria, so you can easily broaden or narrow your results.

    Click Add if you want to select more than one tracker.

    Filter by requirement(s) or compliance. Requirement will allow you to search by a specific requirement or multiple requirements.

    Click Add if you want to select criteria for more than one requirement.

    Click Save, or Save and View Results to see your list immediately.

    Go to Actions to send a Mass Email to parents of students on this list.

    This will allow you to customize a message to the parents, and ensure it goes to each parent privately and individually – they will not see any other parent’s email address upon receipt of your email.

    You may also export the search results into an Excel spreadsheet by clicking Actions > Download CSV.

    Once downloaded you can further manipulate the data within Excel by using the filter features available in the application.

    • Tips and Tricks

    For a quick lesson on Excel, view the Excel Basics in 10 minutes or less tutorial.

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