How to Set a Student’s Affiliation Status and Send the Notification Email #
1. Review the affiliation email content 0:00
- Open the set affiliation email to review what the recipient will see.
- The email includes:
- First name
- Last name
- Student affiliation status
- This message can be customized to suit your workflow.
- It is especially useful for external governing bodies that need to know whether a student has been affiliated or not.
2. Open the class and select the student 0:31
- Go to Classes.
- Select the relevant class.
- Click on the user/student you want to update.
3. Set the student’s affiliation status 0:31
- From the student’s options, choose Set affiliation.
- Mark the student as either:
- Affiliated
- Not affiliated
4. Choose whether to notify the user by email 0:45
- Use the notification option to decide whether the user should be emailed.
- If enabled, the system will send the affiliation update email.
- Save the changes after selecting the status and notification preference.
5. Confirm the update was applied 0:45
- After saving, verify the status change in the class list.
- You should see a tick under the relevant column, confirming the affiliation update was recorded.
6. Check the sent email 0:59
- Open the recipient’s email inbox.
- Confirm that the email was sent successfully.
- The message should indicate that the parent has been updated and that their child is now affiliated.
