Reviewer / Administrator E-mail Notification Preferences

https://youtu.be/XLHOpIMm5vM

School Administrators (reviewers) in simpldiscipline have the ability to customize their notification preferences to suit their specific needs. This guide will help you understand and configure these preferences effectively.

General Notification Preferences:

On the notification preferences page, you'll find several options:

1. Display Name: 
   Your name is automatically collected from your school's student information system. You can customize the name that appears on notification letters and parent communication here, if desired.

2. Display job title:
   Your job title is automatically pulled from your school’s student information system (SIS). You may customize the job title that appears on notification letters and parent communications, if desired. Please note: Once you update your job title here, it will no longer automatically sync from the SIS. Any future changes will need to be updated manually.

3. Automatically redirect to approve discipline incidents I submit at my schools: 
   Users assigned the Reviewer role can be automatically redirected to the incident approval page immediately after submitting a discipline incident. This eliminates the need to take any additional action to navigate to the approval screen. This option is enabled by default for all users with the Reviewer role but can be manually disabled if a different workflow is preferred.

4. Receive Email Notifications When I Submit an Incident:
   If enabled, this option will send you an email every time you submit an incident into the system. To avoid excessive emails, consider turning this option off.

5. Receive Email Notifications When Incidents I Submit Are Updated:
   This option triggers an email notification whenever you make updates to an incident you have previously submitted. To avoid excessive emails, consider turning this option off.

Configuring Email Alerts For Pending Incidents, Approved Incidents, Calendar Events, Positive Referrals, Minor Infractions, and Notes: 

To configure these notifications, select the notification type you would like to manage, then use the Enable Notifications toggle to turn the notification on or off. When the toggle is blue, the notification is enabled, and when it is gray, the notification is disabled.

Under each section, you can filter the types of notifications you'd like to receive. Please note: these filters work together. For example, if you select both an action code and a grade level, you will receive notifications only for approved incidents that match both the selected action code and the selected grade level. The only exception is individual student notifications, which are always sent in addition to any other filters you have selected (see below for more information).

Calendar 
If calendar event status (calendar attendance) is enabled for your school, you can receive a daily email notification for calendar events with an incomplete status. This email is sent toward the end of the school day. To enable this notification, toggle the option on.

Calendar alerts can be filtered by event type, class sections (if you have courses rostered to you in the SIS), grade level, and student last name ranges.

Pending Incidents
Pending incidents alerts are sent upon submission of a discipline incident. This alerts can be filtered by specific behavior codes (if configured for your district), grade level, incident location, student last name ranges, the staff member who submitted the incident, and student demographics such as IEP or 504 status.

Approved Incidents
Approved incident alerts are sent when an incident is approved by a reviewer and support all of the same filtering options as pending incident alerts, with the additional ability to filter by action codes. These alerts are especially helpful for administrative support staff who assist school administrators with tasks such as filing paperwork, scheduling hearings, and coordinating follow-up actions.

Minor Infractions, Positive Referrals, and Notes
Minor infraction, positive referral, and notes alerts are sent when each respective item is submitted and can be filtered by grade level, student last name ranges, the staff member who submitted the entry, and student demographics such as IEP or 504 status.

Individual Student Notifications:
This filter can be used on any of the components listed above. Use this filter to receive notifications for specific students, regardless of any other filters you’ve applied. Simply search for and add the students you want to monitor. This is especially helpful for counselors, administrators, or staff who need to keep a closer eye on certain students or who mentor students outside their assigned grade or age range. Notifications for students added here will always be sent, even if they fall outside your other selected filters.

Need Further Assistance?
If you have any questions or need additional help with configuring your notification preferences, please submit a help ticket here or email help@simpledu.org