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Boardingware Administrators
Documentation on configuring your school's account
42 articles in this collection
Written by
Kurt Meyer
and
Kathleen Lowry
Staff
Inviting staff members
Get your boarding faculty members connected
Written by
Kathleen Lowry
Updated over a week ago
Staff notifications
Written by
Kathleen Lowry
Updated over a week ago
Adjusting staff account permissions
Written by
Kathleen Lowry
Updated over a week ago
Student Database
Creating additional and custom profile fields
Written by
Kathleen Lowry
Updated over a week ago
Adding an individual student to your account
Written by
Kathleen Lowry
Updated over a week ago
Setting a default check-in location
Written by
Kathleen Lowry
Updated over a week ago
Updating student information via a csv import
Written by
Kathleen Lowry
Updated over a week ago
Deactivating a student
Used for when students have graduated or aren't returning.
Written by
Kathleen Lowry
Updated over a week ago
Editing an individual student's details
Written by
Kathleen Lowry
Updated over a week ago
Exporting your student database
Written by
Kathleen Lowry
Updated over a week ago
Inviting students to create an account
Written by
Kathleen Lowry
Updated over a week ago
Contact Database
Adding contacts
Written by
Kathleen Lowry
Updated over a week ago
Updating contact information
Written by
Kathleen Lowry
Updated over a week ago
Groups
Creating a group
Written by
Kathleen Lowry
Updated over a week ago
Edit or delete a group
Written by
Kathleen Lowry
Updated over a week ago
Locations
Understanding interactive zones and locations
Written by
Kathleen Lowry
Updated over a week ago
Mapping out your campus - creating zones and locations
Written by
Kathleen Lowry
Updated over a week ago
Location Manager; adoption strategy
Written by
Kathleen Lowry
Updated over a week ago
Create and Manage Passes
Creating an Open Pass
Boardingware can be customised to suit the pass requirements of your school. This guide will show you how.
Written by
Kathleen Lowry
Updated over a week ago
Creating an Event Pass
Create custom Student or School Informed Activity Pass Types
Written by
Kathleen Lowry
Updated over a week ago
Customizing your pass workflow
Customise your leave type to enable requests from students and parents, approvals from specific staff or ad hoc staff
Written by
Kathleen Lowry
Updated over a week ago
Customize transport options
Add more detail to your leave records and keep track of how students are traveling
Written by
Kathleen Lowry
Updated over a week ago
Ordering endorsements
Set a notification order for your leave endorsements to follow
Written by
Kathleen Lowry
Updated over a week ago
Edit, review, or copy your pass
Written by
Kathleen Lowry
Updated over a week ago
Rolls
Configuring Daily Rolls
Setting up daily roll types to determine how the roll records will be saved
Written by
Kathleen Lowry
Updated over a week ago
Configuring Emergency Rolls
Setting up Emergency Roll types for each emergency situation so you are prepared should a crisis arise.
Written by
Kathleen Lowry
Updated over a week ago
Configuring Automatic Rolls
Setting up a Roll to run automatically to mark students based on their location and active passes at the time of the Roll.
Written by
Kathleen Lowry
Updated over a week ago
Editing a roll
Written by
Kathleen Lowry
Updated over a week ago
Deactivating rolls
Written by
Kathleen Lowry
Updated over a week ago
Forms
Forms Overview
Written by
Kathleen Lowry
Updated over a week ago
Creating a form for students
Written by
Kathleen Lowry
Updated over a week ago
Creating a form for staff use
Written by
Kathleen Lowry
Updated over a week ago
Creating a form for parents
Written by
Kathleen Lowry
Updated over a week ago
Creating a form for public use
Written by
Kathleen Lowry
Updated over a week ago
Creating and Managing Workflows
Understanding Workflows
Written by
Kathleen Lowry
Updated over a week ago
Creating a new workflow template
Process automation using Boardingware
Written by
Kathleen Lowry
Updated over a week ago
Beginning a workflow and tracking its progress.
Using the planning section to begin your workflow & see the progress of your workflow
Written by
Kathleen Lowry
Updated over a week ago
Example Workflows
Workflows can be used for a wide range of use cases. Here are a few examples to get you started!
Written by
Kurt Meyer
Updated over a week ago
NFCs
What are NFC Checkpoints?
Written by
Kathleen Lowry
Updated over a week ago
How to order NFC Checkpoints
How to order NFC checkpoints and pack sizes
Written by
Kathleen Lowry
Updated over a week ago
Setting up your NFCs
Written by
Kathleen Lowry
Updated over a week ago
Troubleshooting
Refreshing expired student and contacts invitations
Written by
Kathleen Lowry
Updated over a week ago