Where to find Allergy Settings
Navigate to Settings
Select Instance settings
Click the Allergies tab
Here, you’ll see all existing allergy options already available in the platform. These are grouped into folders (such as Food, Medications, etc.) to keep things organized.
Understanding folders vs. allergens
Folders are used to group related allergies (for example: Tree Nuts or Medications).
Allergens are the individual, selectable allergy options that appear on student records (for example: Peanuts or Ibuprofen).
Folders are visually indicated by a small caret (▸) when they contain items.
How to create a new folder
Use folders to keep your allergy list clean and easy to navigate.
In the Allergies tab, click Create item
Choose to create a Folder
Enter a folder name (e.g., Condiments)
Click Create
Drag the new folder into the appropriate parent folder (such as Food)
Tip: Drag-and-drop makes it easy to reorganize folders—just place them where they make the most sense for your team.
How to add new allergens
Once your folder structure is in place, you can add specific allergy options.
Click Create item
Choose to create an Allergen
Enter the allergen name (e.g., Ketchup)
Click Create
Drag the allergen into the appropriate folder
Repeat these steps for any additional allergens (for example, Mustard).
Publishing your changes
Changes won’t be visible to the rest of your team until they’re published.
Review your folders and allergens
When you’re satisfied, click Publish
Once published, these allergy options become available throughout the platform.
⚠️ Important: If you navigate away without publishing, your changes will not be saved.
Using newly created allergies on student profiles
After publishing, the new allergy options can be added to students right away.
Open a student profile
Select Add allergy
Search for the newly created allergen
Add it to the student’s record
The allergy will now appear consistently wherever allergy data is used across August Schools.
Tips & best practices
Plan your structure first: Think about folders you may need before adding lots of allergens.
Use clear, simple names: This makes searching faster for staff.
Avoid duplicates: Check existing options before creating new allergens.
Keep it organized: A well-structured allergy list saves time and reduces errors later.