August for Managers and Sysadmins
Guidance specific to Managers or Sysadmins using August Schools
26 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Student Reactivation Tab in Instance SettingsThis will allow the user with the Sysadmin role to resurface inactive/withdrawn students on the platform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.
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
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: Create and Manage File Tags in August Schools
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.