Core Admin Two

Modified on Mon, 23 Feb at 5:07 PM

TABLE OF CONTENTS

Link to Workbook
Engage Package
What is the purpose of this course?
Who the course is aimed at?
What is the recommended course length?
Are there any prerequisites?
Important

Link to Workbook

Engage Package

Engage School

What is the purpose of this course?

To build upon the knowledge acquired in Core Admin One and includes running standard reports, document management and alert creation

Who the course is aimed at?

Engage System Administrator, Admissions, Office and Support staff

What is the recommended course length?

½ Day (3 hours)

Are there any prerequisites?

User must have permissions to run reports

Users must have completed Core Admin One

Users must have permission to use the Pupil and Contact screens

Users must have permission to use the DMS

Users must have permissions to create alerts

SMTP details (including SMS if school are using this feature) have been entered and saved in Engage

MS Word must be available and if hosted, the school must have the required licence

Attendees must have a basic understanding of mail merge

Important

Please be aware that the course is designed to equip you with the skills to manage this area of the system effectively. It is important that you allow sufficient time and resource to implement the setup after the training has taken place. In many cases this will need to be completed before progressing to another stage of the system.

Component/Screen	Purpose	It is essential that you bring the following information to the training session
Overview of Core Admin One	To recap and ask Trainer any outstanding questions	Any questions
Groups and Filters	Create and utilise groups and filters	List of groups and filters that you may need to create e.g. school trips, nationalities
Listings	Looking at the standard portfolio of reports Use a combination of filters to add and remove groups to be reported on	Using your newly created groups and filters
Alert Creator	Set up an Alert to notify Users on, before or after a selected date Manage Alerts	Details of a required alert and the staff member/ members it will need to go to
Mail Merge	Create and edit mail merge templates Run a mail merge for a specific group Save mail merge records to the DMS	Copies of letters that the school currently sends out Access to School logo image file
Email-Merge	Set Primary Email addresses Utilise the Email Management screen Create and send a mail-merge via email	Copies of emails the school currently sends out
SMS Settings	Compatible phone numbers Contact and Staff Preferences	Details of SMS provider being used List of contacts and staff mobile numbers to enable for SMS use
SMS Use	Quick SMS – single & multiple contacts SMS template mail merge	Details of what the SMS template should contain (if school will be using these)