August for Managers and Sysadmins
Guidance specific to Managers or Sysadmins using August Schools
42 articles
Student Reactivation Tab in Instance SettingsThis will allow the user with the Sysadmin role to resurface inactive/withdrawn students on the platform
How to: Set up alertsLearn how to use Alerts to automatically notify the right people about important activity across the platform.
Managing Student Roster Columns
How to: Create New Conditions, Reorder Them, and Hide Them ExternallyLearn how to create new conditions, reorder and organize them into folders, and how to hide conditions from appearing in emergency exports, the faculty portal, and in write backs to…
Available Merge Fields for Alerts
How to: Configure ReferralsSet up referral types, assign encounter templates, and control visibility for your school's Faculty Portal.
How to: Configure document visibility and uploading from the family portalSet up which documents parents can view — and re-upload — directly in the family portal
How to: Set file tags to auto-calculate expiration datesSave time during enrollment and throughout the year by having expiration dates populate automatically
How to: Bulk reassign encountersQuickly move a practitioner's encounters to a new assignee, perfect for staff transitions
Bi-Directional Sync with BlackbaudA guide with the FAQ and set up regarding our bi-directional sync with Blackbaud.
Veracross sync: Writeback and photo syncAugust Schools’ Veracross integration ensures that critical student health information is not only captured accurately in August, but also clearly surfaced in Veracross.
Troubleshooting Veracross Sync IssuesHelp for schools using the Veracross integration — including students not appearing, emergency contacts not syncing, outdated data, and writeback not working.
Troubleshooting Blackbaud Sync IssuesHelp for schools using the Blackbaud integration — including students not appearing, sync connection errors, stale data, and bi-directional sync not working.
Inviting New User(s)This article displays the steps necessary to invite new users and assign their correct roles.
August Schools RolesDescriptions of the various roles on the platform
Manager role scopeIn this article, you will learn how to Scope the Manager visibility correctly
Adjusting Student Tag visibility in Faculty Portal
Troubleshooting User Invitations and Access IssuesHelp for administrators managing user accounts — including invitation emails not arriving, incorrect role access, and contacts not visible for substitutes.
Initiating Blackbaud SyncA step-by-step article on how to enable the Blackbaud sync.
How to: Add Non-Formulary Medication(s)
How to: Manage Student Tags
How to: Bulk Archive by File Tag
How to: Manage OTC Medication Permissions
How to: Manage Dietary Restrictions Options
How to: Modify the wording that appears in the portalLearn how to edit the text that is displayed when the families and faculty login into the portal.
How to: Create and Manage File Tags in August Schools
How to: Configure allergy options in settingsCustomize and organize allergy options in August Schools to match your community’s needs. This article walks through how to create folders, add new allergens, and publish updates so staff can…
How to: Set your brand colorLearn how to set your school’s brand color in August to create a consistent, school-branded experience across emails and portals.
How to: Configure Your Brand SettingsLearn how to set your school’s brand settings in August to create a consistent, school-branded experience across emails and portals.
How to Use: Student & Packet SummariesLearn how to use summaries on the student card and in enrollment review
How to Edit Titles, Initial Status, and Role Visibility of an Existing Encounter Template
How to Edit The Default Notes of an Existing Encounter Template
How to Add and Remove Default Forms from an Existing Note Template
How to Add Default Values to an Existing Encounter Template
How to Add Default Values to an Existing Note Template
How to Configure the Encounter Select TreeEncounter tree configuration lets you control exactly how encounters appear in the “Open new encounter” dropdown for each role.
How to Build Custom Encounters TemplatesLearn how to create new custom encounters from scratch as well as modify existing encounters.