August for Managers and Sysadmins
Guidance specific to Managers or Sysadmins using August Schools
45 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- Student Reactivation Tab in Instance SettingsThis will allow the user with the Sysadmin role to resurface inactive/withdrawn students on the platform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
- How to: Configure Role Visibility SettingsControl which roles can see encounter details, and how much, across your August Schools instance
- 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for schools using the Veracross integration — including students not appearing, emergency contacts not syncing, outdated data, and writeback not working.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.
- How to: Transition to a New SIS for August SchoolsWhat to prepare before switching your school's Student Information System (SIS) integration, so student profiles carry over cleanly.
- 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.
- How to use: Dean and School Leadership RolesWhy documenting behavior support matters, and how the Dean and School Leadership roles (Divisional Head, Principal) keep that documentation scoped to the work each person does.
- 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.