Report Added

How to Add and Email a Student Report to a Parent #

1. Review the report-added email template 0:00

• Open the Report Added email template.
• Confirm the message tells the parent that a new report has been added for their child.
• Make sure it instructs them to log into their account to view the report.
• Optional: add a link to the parent portal or any other helpful information.

2. Create a new student report in Member Management 0:24

• Go to Member Management.
• Open Student Reports.
• Click Add New to create a report.
• Select the student the report is for.

3. Fill in the report details 0:24

• Choose the report type.
• Enter a title for the report.
• Add the report details, such as:
  • What happened
  • Where it happened
  • Whether the student went to the hospital
• Include as much detail as needed for the parent.

4. Save and email the report to the parent 0:46

• Save the report.
• Use the option to email the parent.
• The report notification will be sent to the parent’s email address automatically.

5. Confirm the email was sent 1:06

• Check the parent inbox to verify the email arrived.
• The email should reflect the report-added notification template.
• This confirms the workflow is working correctly.

6. Understand where the report is created from 1:28

• The Report Added email is triggered when a staff member adds a report for a student.
• This is done from the Student Website > Reports page.
• Once added, the parent receives the notification email.