Boardingware Administrators | Help Guide

Boardingware Administrators

Documentation on configuring your school's account

37 articles in this collection
Written by Kurt Meyer, Kathleen Lowry, and Jessica Steinberg

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 zone

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

Moving a non-returner to the ex-student database

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 Jessica Steinberg
Updated over a week ago

Mapping out your campus - creating zones and locations

Written by Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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

Creating and Managing Workflows

Understanding Workflows

Written by Jessica Steinberg
Updated over a week ago

Creating a new workflow template

Process automation using Boardingware

Written by Jessica Steinberg
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 Jessica Steinberg
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 Jessica Steinberg
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