# August Schools, Help Center

> How can we help you?

## August for Physical Health

- [Getting Started with August Schools: Physical Health](https://help.augustschools.com/en/articles/8718382-getting-started-with-august-schools-physical-health.md): A comprehensive guide for new Nurses on August Schools.
- [Quick-Start Guide for Physical Health](https://help.augustschools.com/en/articles/8754123-quick-start-guide-for-physical-health.md)
- [Substitute Nurse Quick-Start Guide](https://help.augustschools.com/en/articles/9897566-substitute-nurse-quick-start-guide.md)
- [How to: Use the Mini Map for Horizontal Scrolling](https://help.augustschools.com/en/articles/14811410-how-to-use-the-mini-map-for-horizontal-scrolling.md): Easily navigate wide tables using the mini map, which allows you to scroll horizontally with your mouse, no trackpad required.
- [Student Cards Overview](https://help.augustschools.com/en/articles/6434654-student-cards-overview.md)
- [Student Badges: What Each Color Means and Where It Comes From](https://help.augustschools.com/en/articles/16151013-student-badges-what-each-color-means-and-where-it-comes-from.md): A quick reference to the colored badges on a student card — what they flag, and where each one is generated.
- [Student Roster, Sections, and Groups](https://help.augustschools.com/en/articles/6513248-student-roster-sections-and-groups.md)
- [Adding an Allergy](https://help.augustschools.com/en/articles/8017136-adding-an-allergy.md)
- [Adding a Condition](https://help.augustschools.com/en/articles/8017230-adding-a-condition.md)
- [Removing an Allergy or Condition](https://help.augustschools.com/en/articles/8017252-removing-an-allergy-or-condition.md)
- [Managing Assistive Devices](https://help.augustschools.com/en/articles/9698923-managing-assistive-devices.md)
- [How to: Create Student Group](https://help.augustschools.com/en/articles/8380358-how-to-create-student-group.md)
- [Exporting a Student Health Summary PDFs for Sections of Students](https://help.augustschools.com/en/articles/9688774-exporting-a-student-health-summary-pdfs-for-sections-of-students.md): This will help you print your student Face sheets
- [Exporting Physical Health Data from the Student Card into Health Summary PDF\(s\)](https://help.augustschools.com/en/articles/9916781-exporting-physical-health-data-from-the-student-card-into-health-summary-pdf-s.md): How to produce the Student Health Summary coupled with additional physical health data and documentation
- [Student roster: Physical status](https://help.augustschools.com/en/articles/13390352-student-roster-physical-status.md): How to see annual physical compliance at a glance in the student roster
- [Why Can't I Find This Student?](https://help.augustschools.com/en/articles/14063736-why-can-t-i-find-this-student.md): Troubleshooting guide for when a student can't be found in August Schools; covering search tips, inactive and archived students, and when a sync issue may be the cause.
- [How to Use: Sticky Notes](https://help.augustschools.com/en/articles/14499039-how-to-use-sticky-notes.md): Learn how to use sticky notes within August to communicate with colleagues or leave notes to yourself.
- [How to: Tag Students in Bulk from Groups](https://help.augustschools.com/en/articles/15123246-how-to-tag-students-in-bulk-from-groups.md): Apply or remove tags across an entire student group in one step.
- [How to: Rearrange Student Card Tabs](https://help.augustschools.com/en/articles/15123624-how-to-rearrange-student-card-tabs.md): Customize the order of tabs on student cards to match your workflow.
- [How to: Bulk Tag Students Based on a Form Answer](https://help.augustschools.com/en/articles/15947159-how-to-bulk-tag-students-based-on-a-form-answer.md): Use a query and group to automatically bulk tag every student who has a specific answer on an enrollment packet form.
- [How to: Add and Remove Student Tags](https://help.augustschools.com/en/articles/16058136-how-to-add-and-remove-student-tags.md): Use student tags to quickly filter and find specific students in August Schools.
- [How to: Troubleshoot Where a Tag Came From](https://help.augustschools.com/en/articles/16301658-how-to-troubleshoot-where-a-tag-came-from.md): Figure out whether a tag was assigned manually or through a group — and how to remove it if it was assigned in bulk.
- [Nursing Encounters Overview](https://help.augustschools.com/en/articles/6431929-nursing-encounters-overview.md): This article will describe the fields and guide how to document encounters/meetings with students.
- [Nurse, Clinic Aide, and Doctor Default Encounter Templates](https://help.augustschools.com/en/articles/9731584-nurse-clinic-aide-and-doctor-default-encounter-templates.md)
- [Subject and Present Fields](https://help.augustschools.com/en/articles/6509895-subject-and-present-fields.md): Reference any third party in an encounter with the present field
- [Encounter and Note Status](https://help.augustschools.com/en/articles/8250191-encounter-and-note-status.md)
- [Filtering Encounters](https://help.augustschools.com/en/articles/6887630-filtering-encounters.md): Step-by-step guide on filtering historical Encounters
- [Calendar Sync/Import](https://help.augustschools.com/en/articles/8550330-calendar-sync-import.md): To sync your Google or Outlook calendar to August! This will provide step-by-step guidance to import your calendar to the August platform.
- [Charting on Staff/Faculty](https://help.augustschools.com/en/articles/10436736-charting-on-staff-faculty.md)
- [How to: Share Encounters With Families and Faculty Through the Portal](https://help.augustschools.com/en/articles/12946822-how-to-share-encounters-with-families-and-faculty-through-the-portal.md): Learn how to share encounters with families and faculty through the portal.
- [Troubleshooting Encounter Issues](https://help.augustschools.com/en/articles/14063737-troubleshooting-encounter-issues.md): Help for staff experiencing problems with encounters — including missing encounters, errors when saving, encounters not appearing on the home page, and issues sharing encounters with families.
- [Now Live! Medications Feature Set Updates](https://help.augustschools.com/en/articles/8844192-now-live-medications-feature-set-updates.md)
- [How to: Change a Medication From School to Home Administration](https://help.augustschools.com/en/articles/15949330-how-to-change-a-medication-from-school-to-home-administration.md): Fix a medication submission that was accidentally marked for school administration so it correctly appears as a home medication.
- [How to: Use the Medication Audit Trail](https://help.augustschools.com/en/articles/16763530-how-to-use-the-medication-audit-trail.md): See who changed a student's medication, when, and exactly what changed, right on the Medications tab.
- [Medications Overview](https://help.augustschools.com/en/articles/6431742-medications-overview.md)
- [Adding Medication\(s\) within the Student Card](https://help.augustschools.com/en/articles/6856175-adding-medication-s-within-the-student-card.md): This article will guide you to Add medication/prescription information to the Student card.
- [Administering a Scheduled Medication](https://help.augustschools.com/en/articles/6858821-administering-a-scheduled-medication.md)
- [Medication Notes on MAR](https://help.augustschools.com/en/articles/8273550-medication-notes-on-mar.md)
- [Administering Medications within an Encounter](https://help.augustschools.com/en/articles/6858699-administering-medications-within-an-encounter.md)
- [Managing Medication Inventory](https://help.augustschools.com/en/articles/6858575-managing-medication-inventory.md)
- [Adding Medications to Clinic Inventory](https://help.augustschools.com/en/articles/6858626-adding-medications-to-clinic-inventory.md)
- [Setting OTC Medication\(s\) Permissions](https://help.augustschools.com/en/articles/8338388-setting-otc-medication-s-permissions.md): How to set medication permissions within a student card
- [Administering OTC Medication\(s\)](https://help.augustschools.com/en/articles/8338414-administering-otc-medication-s.md): How to administer OTC medications through an encounter
- [How to: Set Medication\(s\) to Inactive](https://help.augustschools.com/en/articles/8215617-how-to-set-medication-s-to-inactive.md): In this article you will be able to remove/inactivate a medication from the Student card.
- [Medication Administration: Filters, Dispensing Status, & Bulk Actions](https://help.augustschools.com/en/articles/12877000-medication-administration-filters-dispensing-status-bulk-actions.md): How to use filters and bulk actions on the medication administration page
- [Troubleshooting Medication Issues](https://help.augustschools.com/en/articles/14063743-troubleshooting-medication-issues.md): Help for staff experiencing medication problems — including OTC medications not visible, medication not showing in encounters, inventory issues, and role-based access problems.
- [How to: Add a Student's Medication from Enrollment](https://help.augustschools.com/en/articles/16598843-how-to-add-a-student-s-medication-from-enrollment.md): Turn a parent-submitted medication from the enrollment packet into a scheduled or PRN school medication, complete with inventory tracking.
- [How to: Set Medication Alert Thresholds](https://help.augustschools.com/en/articles/17006247-how-to-set-medication-alert-thresholds.md): Choose the inventory count at which each student medication triggers a low-stock alert, so you never run short without warning.
- [Immunizations Overview](https://help.augustschools.com/en/articles/6434724-immunizations-overview.md)
- [Exemptions & Titers](https://help.augustschools.com/en/articles/8234838-exemptions-titers.md)
- [How to: Generate a California Blue Card](https://help.augustschools.com/en/articles/16152047-how-to-generate-a-california-blue-card.md): Create a filled PDF California Blue Card from a student's record using the August Schools Files feature.
- [Troubleshooting Screening Issues](https://help.augustschools.com/en/articles/14063812-troubleshooting-screening-issues.md): Help for staff experiencing problems with health screenings in August Schools — including missing students, results not saving, re-screen workflow issues, and exporting screening data.
- [Screening Students](https://help.augustschools.com/en/articles/6848771-screening-students.md): This article will provide step-by-step guidance on how to screen individuals/groups within the August platform.
- [Enrollment Workflow](https://help.augustschools.com/en/articles/8380999-enrollment-workflow.md): A guide that walks you step-by-step to go-live with enrollment!
- [What can \(and can't\) be edited after an enrollment packet is sent](https://help.augustschools.com/en/articles/15546232-what-can-and-can-t-be-edited-after-an-enrollment-packet-is-sent.md): A breakdown of which enrollment packet elements can be changed after a batch has been sent to families, and what to do in each scenario.
- [Copying a Form Packet](https://help.augustschools.com/en/articles/10570860-copying-a-form-packet.md): This article covers how to copy an existing packet to edit for schools that used August for enrollment last year.
- [Enrollment Go-Live Checklist](https://help.augustschools.com/en/articles/10366652-enrollment-go-live-checklist.md)
- [Updating the "Active" Enrollment Packet](https://help.augustschools.com/en/articles/10571107-updating-the-active-enrollment-packet.md): This article walks through how to update your active enrollment packet.
- [Enabling Blackbaud Integration with the Enrollment Feature](https://help.augustschools.com/en/articles/10337566-enabling-blackbaud-integration-with-the-enrollment-feature.md): Enrollment Form Request Packets can update Blackbaud Student Checklist Step Statuses
- [Creating a Form Packet Batch](https://help.augustschools.com/en/articles/8364972-creating-a-form-packet-batch.md): This article will walk you through the steps for creating your batch for enrollment/registration.
- [Enrollment Review](https://help.augustschools.com/en/articles/9467348-enrollment-review.md): Track packet progress, review submitted forms, merge and import immunization records, and pull reports, all from the Enrollment tab.
- [Sending Enrollment Reminders](https://help.augustschools.com/en/articles/8376538-sending-enrollment-reminders.md)
- [How to send a Follow-up on a specific form](https://help.augustschools.com/en/articles/9616502-how-to-send-a-follow-up-on-a-specific-form.md): This article will walk you through asking a question of a guardian on a specific form
- [Reviewing Form Resubmissions](https://help.augustschools.com/en/articles/8238691-reviewing-form-resubmissions.md)
- [Enrollment review of "Pending" students](https://help.augustschools.com/en/articles/8179019-enrollment-review-of-pending-students.md)
- [Receiving Paper Forms: Marking Forms as Submitted](https://help.augustschools.com/en/articles/9406119-receiving-paper-forms-marking-forms-as-submitted.md): This article provides how to mark a requirement complete to mark Enrollment complete
- [Building Supplemental Rules by Graduation Year](https://help.augustschools.com/en/articles/10573632-building-supplemental-rules-by-graduation-year.md): Looking to surface forms to only specific classes? Use this article to surface forms by the graduation year!
- [How to: Merge Documents During Enrollment Review](https://help.augustschools.com/en/articles/14115604-how-to-merge-documents-during-enrollment-review.md): Learn how to combine multiple documents into one combined document during enrollment review. Please note: this must be completed before accepting the section.
- [How To: Use the Enrollment Overview Page](https://help.augustschools.com/en/articles/14116066-how-to-use-the-enrollment-overview-page.md): Learn how to use the Enrollment Overview page to see enrollment progress at a glance
- [How To: Review One or a Couple Forms at a Time](https://help.augustschools.com/en/articles/14116217-how-to-review-one-or-a-couple-forms-at-a-time.md): Learn how to filter down to one or a couple forms to streamline enrollment review
- [Turning Off Nightly Refresh in Enrollment](https://help.augustschools.com/en/articles/14364236-turning-off-nightly-refresh-in-enrollment.md): This article explains how to disable the nightly auto-refresh on an Enrollment batch to prevent incoming students from receiving the current year's packet.
- [How to: Start an Enrollment Submission on Behalf of a Parent/Guardian](https://help.augustschools.com/en/articles/15280895-how-to-start-an-enrollment-submission-on-behalf-of-a-parent-guardian.md): Learn how to initiate or complete a student's enrollment submission on behalf of a parent or guardian directly from the nurse portal.
- [How to: Adjust Enrollment Reminders](https://help.augustschools.com/en/articles/15961905-how-to-adjust-enrollment-reminders.md): Change when and how often enrollment reminders go out, even after a packet has already been sent.
- [How to: Troubleshoot Why a Supplemental Form Was Added to a Packet](https://help.augustschools.com/en/articles/16069353-how-to-troubleshoot-why-a-supplemental-form-was-added-to-a-packet.md): Confirm whether a supplemental request rule or a parent's submission triggered the form, and resolve it correctly.
- [How to: Query for a Specific Answer on a Form or Packet Submission](https://help.augustschools.com/en/articles/16074868-how-to-query-for-a-specific-answer-on-a-form-or-packet-submission.md): Find every student who answered a specific question a specific way, without opening each submission one by one.
- [How to: Archive an Enrollment Packet for a Non-Returning Student](https://help.augustschools.com/en/articles/16046240-how-to-archive-an-enrollment-packet-for-a-non-returning-student.md): Remove enrollment packet requests for students who won't be returning, whether they clear automatically or require manual archiving.
- [Who Receives Automated Reminders](https://help.augustschools.com/en/articles/16100887-who-receives-automated-reminders.md): Understand exactly which statuses trigger a reminder, so you know what your families will and won't receive.
- [How to: Troubleshoot a Blank Form Submission](https://help.augustschools.com/en/articles/16140344-how-to-troubleshoot-a-blank-form-submission.md): A parent submitted a form with a missing upload or field? Here's how to find out why, and how to fix it.
- [How to: Close Out Enrollment for New Submissions](https://help.augustschools.com/en/articles/16987633-how-to-close-out-enrollment-for-new-submissions.md): Turn off resubmissions so families can no longer open or add to their enrollment forms on their own.
- [Why is my encounter still open?](https://help.augustschools.com/en/articles/8250555-why-is-my-encounter-still-open.md)
- [Can't find a medication?](https://help.augustschools.com/en/articles/8250572-can-t-find-a-medication.md): A medication is not available in the list when adding to a student card
- [How do I add/administer insulin on a sliding scale?](https://help.augustschools.com/en/articles/8264225-how-do-i-add-administer-insulin-on-a-sliding-scale.md)
- [How do I chart insulin administration via pump?](https://help.augustschools.com/en/articles/8349672-how-do-i-chart-insulin-administration-via-pump.md)
- [What will returning parents see?](https://help.augustschools.com/en/articles/10159767-what-will-returning-parents-see.md): This article walks through what data and files parents can see during enrollment and the experience as the reviewing practitioner
- [How to: Set an Allergy's Severity](https://help.augustschools.com/en/articles/15862440-how-to-set-an-allergy-s-severity.md): Mark an allergy as life-threatening or adjust its severity level from a student's condition record
- [How to: Change the Date and Time of an Encounter](https://help.augustschools.com/en/articles/16987717-how-to-change-the-date-and-time-of-an-encounter.md): Edit the start time, finish time, or date on an encounter, perfect for back charting or matching a student's actual check-in time.
- [Form requests overview](https://help.augustschools.com/en/articles/6672402-form-requests-overview.md)
- [Physical Health: Documents & File Tags Overview](https://help.augustschools.com/en/articles/6676265-physical-health-documents-file-tags-overview.md): This article provides the importance of File tags and their visibility to users.
- [Downloading Student Documents](https://help.augustschools.com/en/articles/8513894-downloading-student-documents.md): This article will describe how to Export/Download student data and forms.
- [Archiving Student Documents](https://help.augustschools.com/en/articles/8653376-archiving-student-documents.md)
- [How to submit a one-off forms request](https://help.augustschools.com/en/articles/9768680-how-to-submit-a-one-off-forms-request.md): This article will guide you through how to request any section of your enrollment packet throughout the year
- [Using the multi-signature answer type in forms](https://help.augustschools.com/en/articles/11903933-using-the-multi-signature-answer-type-in-forms.md): How to use a multi-signature answer type to send a form request that can be signed by more than one parent or guardian.
- [How to: Schedule a Batch Form Request](https://help.augustschools.com/en/articles/15123313-how-to-schedule-a-batch-form-request.md): Set your form request to go out automatically at a future date and time.
- [How August’s Emergency Contacts form works with Blackbaud contacts](https://help.augustschools.com/en/articles/16153950-how-august-s-emergency-contacts-form-works-with-blackbaud-contacts.md)
- [Sending Messages](https://help.augustschools.com/en/articles/6676451-sending-messages.md)
- [How to: Use the Messages tab](https://help.augustschools.com/en/articles/13731083-how-to-use-the-messages-tab.md): Learn how to use the new Messages tab to view and manage all message threads and alerts in one centralized inbox, respond to conversations, and start new messages with colleagues.
- [Troubleshooting Messaging Issues](https://help.augustschools.com/en/articles/14063645-troubleshooting-messaging-issues.md): Help for staff experiencing issues with sending messages, notifications not working, SMS, or adding participants to conversations.
- [Summer School View](https://help.augustschools.com/en/articles/8011216-summer-school-view.md): How to limit the view to include summer school students only.
- [How to Create Procedures](https://help.augustschools.com/en/articles/10092285-how-to-create-procedures.md)
- [How to Edit Procedures](https://help.augustschools.com/en/articles/10135454-how-to-edit-procedures.md)
- [Procedure Items Page](https://help.augustschools.com/en/articles/10139485-procedure-items-page.md)

## August for Behavioral Health

- [Getting Started with August Schools: Behavioral Health](https://help.augustschools.com/en/articles/8728881-getting-started-with-august-schools-behavioral-health.md): A comprehensive guide for new Behavioral Health users on August Schools.
- [Getting Started with August Schools: Learning Specialists](https://help.augustschools.com/en/articles/9722408-getting-started-with-august-schools-learning-specialists.md): A comprehensive guide for new Learning Specialist users on August Schools.
- [Encounter and Note Status](https://help.augustschools.com/en/articles/8250473-encounter-and-note-status.md): This article provides the different encounter and note statuses, such as Close/Lock.
- [Subject and Present Fields](https://help.augustschools.com/en/articles/6712942-subject-and-present-fields.md): Article that covers two of the fields for an encounter. Documenting on Students/Faculty/Guardians and where to enter their information.
- [Calendar Sync](https://help.augustschools.com/en/articles/8550369-calendar-sync.md): Syncing your Google or Outlook calendar with August Schools!
- [Counseling Encounters Overview](https://help.augustschools.com/en/articles/6712937-counseling-encounters-overview.md)
- [Counselor Default Encounter Templates](https://help.augustschools.com/en/articles/6712947-counselor-default-encounter-templates.md): Minimize your clicks by using pre-built Encounter templates
- [How to: Document Group Encounters](https://help.augustschools.com/en/articles/12194199-how-to-document-group-encounters.md)
- [Student Card](https://help.augustschools.com/en/articles/6712998-student-card.md)
- [Behavioral Health: Documents & File Tag Overview](https://help.augustschools.com/en/articles/6713000-behavioral-health-documents-file-tag-overview.md): Safely store and tag documents for future reference. This article provides the importance of File tags and their visibility to users.
- [Form requests](https://help.augustschools.com/en/articles/6712999-form-requests.md)
- [Student Tags](https://help.augustschools.com/en/articles/8466778-student-tags.md): This article describes custom tags and how to use them across the platform.
- [School Administrator Training](https://help.augustschools.com/en/articles/8685300-school-administrator-training.md)

## Scheduled Support

- [Introduction to Scheduled Support \(Schedules Feature Set\)](https://help.augustschools.com/en/articles/8704908-introduction-to-scheduled-support-schedules-feature-set.md)
- [Scheduled Support Webinar](https://help.augustschools.com/en/articles/8834526-scheduled-support-webinar.md)
- [Creating Scheduled Support](https://help.augustschools.com/en/articles/8765941-creating-scheduled-support.md): This article covers how to create new schedules for recurring support.
- [Editing and Archiving Scheduled Support](https://help.augustschools.com/en/articles/8766697-editing-and-archiving-scheduled-support.md): An article on how to edit, delete, or archive scheduled support.
- [Actioning on Scheduled Items](https://help.augustschools.com/en/articles/8766748-actioning-on-scheduled-items.md): An article on scheduled support statues and how to action on a scheduled item.

## August for Managers and Sysadmins

- [Student Reactivation Tab in Instance Settings](https://help.augustschools.com/en/articles/11657287-student-reactivation-tab-in-instance-settings.md): This will allow the user with the Sysadmin role to resurface inactive/withdrawn students on the platform
- [How to: Set up alerts](https://help.augustschools.com/en/articles/13225388-how-to-set-up-alerts.md): Learn how to use Alerts to automatically notify the right people about important activity across the platform.
- [Managing Student Roster Columns](https://help.augustschools.com/en/articles/13718500-managing-student-roster-columns.md)
- [How to: Create New Conditions, Reorder Them, and Hide Them Externally](https://help.augustschools.com/en/articles/14115850-how-to-create-new-conditions-reorder-them-and-hide-them-externally.md): Learn 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 your SIS
- [Available Merge Fields for Alerts](https://help.augustschools.com/en/articles/14812497-available-merge-fields-for-alerts.md)
- [How to: Configure document visibility and uploading from the family portal](https://help.augustschools.com/en/articles/15361744-how-to-configure-document-visibility-and-uploading-from-the-family-portal.md): Set up which documents parents can view — and re-upload — directly in the family portal
- [How to: Set file tags to auto-calculate expiration dates](https://help.augustschools.com/en/articles/15361783-how-to-set-file-tags-to-auto-calculate-expiration-dates.md): Save time during enrollment and throughout the year by having expiration dates populate automatically
- [How to: Bulk reassign encounters](https://help.augustschools.com/en/articles/15361809-how-to-bulk-reassign-encounters.md): Quickly move a practitioner's encounters to a new assignee, perfect for staff transitions
- [How to: Configure Role Visibility Settings](https://help.augustschools.com/en/articles/15787317-how-to-configure-role-visibility-settings.md): Control which roles can see encounter details, and how much, across your August Schools instance
- [What's new in August](https://help.augustschools.com/en/articles/16103285-what-s-new-in-august.md): A running list of the features and improvements we've released this year, most of them inspired by feedback from schools like yours.
- [AI Token Usage & Pricing](https://help.augustschools.com/en/articles/16154614-ai-token-usage-pricing.md): A simple guide to how AI tokens work in August Schools: which AI features are included for free, which use tokens, and how to add more.
- [What contact information syncs from Blackbaud](https://help.augustschools.com/en/articles/16924133-what-contact-information-syncs-from-blackbaud.md): August Schools keeps student and family contact information in sync with Blackbaud through a scheduled SIS sync \(typically nightly\). This article explains what contact data comes into August, and w...
- [Importing Legacy Data](https://help.augustschools.com/en/articles/8534027-importing-legacy-data.md): This is a Quickstart guide to Legacy Data file types and formatting.
- [Securely Sharing Files or Data](https://help.augustschools.com/en/articles/8672712-securely-sharing-files-or-data.md)
- [Blackbaud Exports](https://help.augustschools.com/en/articles/9092207-blackbaud-exports.md)
- [Importing Student Documents](https://help.augustschools.com/en/articles/9939543-importing-student-documents.md)
- [Bi-Directional Sync with Blackbaud](https://help.augustschools.com/en/articles/9016053-bi-directional-sync-with-blackbaud.md): A guide with the FAQ and set up regarding our bi-directional sync with Blackbaud.
- [Veracross sync: Writeback and photo sync](https://help.augustschools.com/en/articles/13755190-veracross-sync-writeback-and-photo-sync.md): August 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 Issues](https://help.augustschools.com/en/articles/14063698-troubleshooting-veracross-sync-issues.md): Help for schools using the Veracross integration — including students not appearing, emergency contacts not syncing, outdated data, and writeback not working.
- [Troubleshooting Blackbaud Sync Issues](https://help.augustschools.com/en/articles/14063707-troubleshooting-blackbaud-sync-issues.md): Help 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 Schools](https://help.augustschools.com/en/articles/15903687-how-to-transition-to-a-new-sis-for-august-schools.md): What to prepare before switching your school's Student Information System \(SIS\) integration, so student profiles carry over cleanly.
- [How to: Re-initiate a Blackbaud Connection After an IT Staff Change](https://help.augustschools.com/en/articles/15971622-how-to-re-initiate-a-blackbaud-connection-after-an-it-staff-change.md): Reconnecting your school's Blackbaud sync when the person who originally authorized it is no longer with the school.
- [Understanding Veracross Contact Sync](https://help.augustschools.com/en/articles/16558270-understanding-veracross-contact-sync.md): How parent, guardian, and emergency contacts flow from Veracross into August Schools, and why a contact sometimes doesn't appear.
- [How to: Invite New User\(s\)](https://help.augustschools.com/en/articles/8187168-how-to-invite-new-user-s.md): This article lists the steps necessary to adding new users and assigning their correct roles.
- [August Schools Roles](https://help.augustschools.com/en/articles/16600503-august-schools-roles.md): Descriptions of the various roles on the platform
- [Manager role scope](https://help.augustschools.com/en/articles/8598005-manager-role-scope.md): In this article, you will learn how to Scope the Manager visibility correctly
- [Troubleshooting User Invitations and Access Issues](https://help.augustschools.com/en/articles/14063654-troubleshooting-user-invitations-and-access-issues.md): Help 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 Roles](https://help.augustschools.com/en/articles/15807892-how-to-use-dean-and-school-leadership-roles.md): Why 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.
- [How to Create New File Templates](https://help.augustschools.com/en/articles/9621190-how-to-create-new-file-templates.md)
- [Initiating Blackbaud Sync](https://help.augustschools.com/en/articles/10055163-initiating-blackbaud-sync.md): A step-by-step article on how to enable the Blackbaud sync.
- [How to: Add Non-Formulary Medication\(s\)](https://help.augustschools.com/en/articles/8376282-how-to-add-non-formulary-medication-s.md)
- [How to: Manage Student Tags](https://help.augustschools.com/en/articles/9675572-how-to-manage-student-tags.md)
- [How to: Bulk Archive by File Tag](https://help.augustschools.com/en/articles/12430773-how-to-bulk-archive-by-file-tag.md)
- [How to: Manage OTC Medication Permissions](https://help.augustschools.com/en/articles/12510500-how-to-manage-otc-medication-permissions.md)
- [How to: Manage Dietary Restrictions Options](https://help.augustschools.com/en/articles/12510567-how-to-manage-dietary-restrictions-options.md)
- [How to: Modify the wording that appears in the portal](https://help.augustschools.com/en/articles/15215423-how-to-modify-the-wording-that-appears-in-the-portal.md): Learn how to edit the text that is displayed when the families and faculty login into the portal.
- [How to: Manage File Tags](https://help.augustschools.com/en/articles/12581849-how-to-manage-file-tags.md): A guide for Sysadmins on creating and configuring file tags, controlling document visibility, and setting up expiration and archiving rules.
- [How to: Configure allergy options in settings](https://help.augustschools.com/en/articles/13390429-how-to-configure-allergy-options-in-settings.md): Customize 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 recor...
- [How to: Set your brand color](https://help.augustschools.com/en/articles/13602653-how-to-set-your-brand-color.md): Learn 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 Settings](https://help.augustschools.com/en/articles/13978648-how-to-configure-your-brand-settings.md): Learn 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 Summaries](https://help.augustschools.com/en/articles/14660080-how-to-use-student-packet-summaries.md): Learn 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](https://help.augustschools.com/en/articles/9677377-how-to-edit-titles-initial-status-and-role-visibility-of-an-existing-encounter-template.md)
- [How to Edit The Default Notes of an Existing Encounter Template](https://help.augustschools.com/en/articles/9682999-how-to-edit-the-default-notes-of-an-existing-encounter-template.md)
- [How to Add and Remove Default Forms from an Existing Note Template](https://help.augustschools.com/en/articles/9689248-how-to-add-and-remove-default-forms-from-an-existing-note-template.md)
- [How to Add Default Values to an Existing Encounter Template](https://help.augustschools.com/en/articles/9681985-how-to-add-default-values-to-an-existing-encounter-template.md)
- [How to Add Default Values to an Existing Note Template](https://help.augustschools.com/en/articles/9705078-how-to-add-default-values-to-an-existing-note-template.md)
- [How to Configure the Encounter Select Tree](https://help.augustschools.com/en/articles/12054255-how-to-configure-the-encounter-select-tree.md): Encounter tree configuration lets you control exactly how encounters appear in the “Open new encounter” dropdown for each role.
- [How to Build Custom Encounters Templates](https://help.augustschools.com/en/articles/12054346-how-to-build-custom-encounters-templates.md): Learn how to create new custom encounters from scratch as well as modify existing encounters.

## August for Families

- [Generating a Login Link](https://help.augustschools.com/en/articles/9019937-generating-a-login-link.md): A step-by-step article walking through how to log into August Schools directly as a parent or staff/faculty by generating a login link
- [Uploading Clinic Documents from the Portal](https://help.augustschools.com/en/articles/8680559-uploading-clinic-documents-from-the-portal.md): This article provides guidance on uploading student health documents.
- [Checking Medication Inventory and Administrations](https://help.augustschools.com/en/articles/9911585-checking-medication-inventory-and-administrations.md): This article guides parents to check medication inventory and administrations in the portal.
- [Troubleshooting Portal Access \(For Parents & Guardians\)](https://help.augustschools.com/en/articles/15292110-troubleshooting-portal-access-for-parents-guardians.md): Step-by-step help for parents and guardians who can't log in, aren't receiving their magic link, or are having trouble accessing forms in the August Schools family portal.
- [How to: View and upload documents in the parent portal](https://help.augustschools.com/en/articles/15361771-how-to-view-and-upload-documents-in-the-parent-portal.md): A guide for parents on accessing their child's documents and submitting new versions
- [Navigating Your Portal as a Faculty/Staff Member and Parent](https://help.augustschools.com/en/articles/15985739-navigating-your-portal-as-a-faculty-staff-member-and-parent.md): Understand what's on your portal grid and how to move between your staff sections and your students' forms.
- [Tips and Tricks for Completing Health Registration](https://help.augustschools.com/en/articles/8409358-tips-and-tricks-for-completing-health-registration.md): This article provides guidance on Enrollment completion/registration.
- [Editing Greyed-out Fields: Contact & Address](https://help.augustschools.com/en/articles/6225048-editing-greyed-out-fields-contact-address.md)
- [Selecting a Supported Language](https://help.augustschools.com/en/articles/6225040-selecting-a-supported-language.md): A step-by-step article on how to update your language in the August portal.
- [What is "Organization"?](https://help.augustschools.com/en/articles/6225099-what-is-organization.md)
- [I cannot find all of my children](https://help.augustschools.com/en/articles/6271183-i-cannot-find-all-of-my-children.md)
- [Why can't I click submit?](https://help.augustschools.com/en/articles/6250479-why-can-t-i-click-submit.md): Guidance on how to validate the form so that it can be submitted.
- [How do I get back to the home page?](https://help.augustschools.com/en/articles/6271181-how-do-i-get-back-to-the-home-page.md)
- [How to: Resubmit a Form in Your Student's Packet](https://help.augustschools.com/en/articles/16075030-how-to-resubmit-a-form-in-your-student-s-packet.md): How to make changes to a form you've already completed and send it in again.
- [How to select an Over-the-Counter medication](https://help.augustschools.com/en/articles/6225020-how-to-select-an-over-the-counter-medication.md)
- [What if the OTC is not listed that my child takes for their health concern?](https://help.augustschools.com/en/articles/6225112-what-if-the-otc-is-not-listed-that-my-child-takes-for-their-health-concern.md)
- [What attachment is needed for each medication?](https://help.augustschools.com/en/articles/6225182-what-attachment-is-needed-for-each-medication.md)
- [Can I enter all of my medications at once?](https://help.augustschools.com/en/articles/6225159-can-i-enter-all-of-my-medications-at-once.md)
- [Entering an Allergy](https://help.augustschools.com/en/articles/6222792-entering-an-allergy.md)
- [How to: Add Additional Allergies](https://help.augustschools.com/en/articles/7995551-how-to-add-additional-allergies.md): These are the steps to add a 2nd allergy during the health registration process
- [Can I list all my allergies at once?](https://help.augustschools.com/en/articles/6225195-can-i-list-all-my-allergies-at-once.md)
- [What if our family has a medical condition that is not asked about on this form](https://help.augustschools.com/en/articles/6225145-what-if-our-family-has-a-medical-condition-that-is-not-asked-about-on-this-form.md)
- [How to: Enter a provider/doctor/physician](https://help.augustschools.com/en/articles/6222739-how-to-enter-a-provider-doctor-physician.md): This article is a step-by-step on how to add a doctor/provider.
- [What if we do not have a Provider?](https://help.augustschools.com/en/articles/7223341-what-if-we-do-not-have-a-provider.md)
- [I am unable to locate my provider/doctor/physician](https://help.augustschools.com/en/articles/6238629-i-am-unable-to-locate-my-provider-doctor-physician.md)

## August for Faculty 

- [August Schools Portal Overview for Faculty](https://help.augustschools.com/en/articles/8229548-august-schools-portal-overview-for-faculty.md): This article will guide you through what Faculty members will see/have access to, within the August platform.
- [Faculty Portal Roles and Visibility](https://help.augustschools.com/en/articles/9718773-faculty-portal-roles-and-visibility.md)
- [How to: Activate Your Faculty Portal](https://help.augustschools.com/en/articles/16201754-how-to-activate-your-faculty-portal.md): Turn on the Faculty Portal so staff and faculty can access their rosters, and decide what's visible before you go live.
- [Adjusting Student Tag visibility in Faculty Portal](https://help.augustschools.com/en/articles/8802320-adjusting-student-tag-visibility-in-faculty-portal.md)

## Reporting, Visualizations, and Exports

- [Navigating Analytics with August Schools](https://help.augustschools.com/en/articles/8765624-navigating-analytics-with-august-schools.md): An overview of August Schools Analytics page
- [How to: Set a Global Filter](https://help.augustschools.com/en/articles/8207520-how-to-set-a-global-filter.md): Follow the steps in this process to set your filter to limit your student population to your campus/district building.
- [Downloading Nurse Student Roster Data](https://help.augustschools.com/en/articles/8225761-downloading-nurse-student-roster-data.md): Use this to access numerous reporting capabilities of the platform. Reports will be available for 48hrs after running to completion.
- [Introduction to Queries: Rules, Groups, and Operators](https://help.augustschools.com/en/articles/8921727-introduction-to-queries-rules-groups-and-operators.md)
- [Create, save, and run a query](https://help.augustschools.com/en/articles/8923015-create-save-and-run-a-query.md)
- [Adjusting query results](https://help.augustschools.com/en/articles/8978579-adjusting-query-results.md)
- [How to: Run a Student Query for Conditions and Allergies](https://help.augustschools.com/en/articles/16528620-how-to-run-a-student-query-for-conditions-and-allergies.md): Build a filtered student list that surfaces active allergies and conditions, then customize the columns and save it for repeat use.
- [How to: Use Pre-built August Queries](https://help.augustschools.com/en/articles/16760875-how-to-use-pre-built-august-queries.md): Run ready-made queries for allergies, screenings, immunizations, encounters, and medication schedules — no query-building required.
- [Introduction to Reports](https://help.augustschools.com/en/articles/8978629-introduction-to-reports.md)
- [Adjusting Reports](https://help.augustschools.com/en/articles/8981280-adjusting-reports.md)
- [How to: Run the Packet Summary and Responses Report](https://help.augustschools.com/en/articles/15984116-how-to-run-the-packet-summary-and-responses-report.md): Generate Summary and Responses reports to track form completion across your school's packets.

## Files Generation, Forms, Form Requests, and Form Packets

- [How to: Re-Evaluate Rules in a Packet](https://help.augustschools.com/en/articles/15903214-how-to-re-evaluate-rules-in-a-packet.md): Update your Supplemental Request Rules after forms have already gone out, without needing to send a brand new packet.
- [How to: Use Simple Supplemental Request Rules](https://help.augustschools.com/en/articles/13797531-how-to-use-simple-supplemental-request-rules.md): Learn how to show certain forms in a packet based on grad year or form responses, no complex queries needed.
- [How to: Add a PDF Template to a Form](https://help.augustschools.com/en/articles/11172639-how-to-add-a-pdf-template-to-a-form.md): A step-by-step article on how to upload a PDF template for a download/upload attachments question.
- [How to: Create a New Form Request Template](https://help.augustschools.com/en/articles/8955360-how-to-create-a-new-form-request-template.md)
- [Form Answer Types](https://help.augustschools.com/en/articles/8991930-form-answer-types.md): An article that walks through all of the answer types available on a form template.
- [How to: Create a New Form Request Packet](https://help.augustschools.com/en/articles/8959429-how-to-create-a-new-form-request-packet.md)
- [System Forms - Explanations and Visualizations](https://help.augustschools.com/en/articles/9043266-system-forms-explanations-and-visualizations.md)
- [Supplemental Request Rules](https://help.augustschools.com/en/articles/9155475-supplemental-request-rules.md): How to set rules for supplemental form requests within a form request packet
- [How to: Set Up Auto-Approval for Form Packets](https://help.augustschools.com/en/articles/9654547-how-to-set-up-auto-approval-for-form-packets.md): Automatically approve form packet submissions based on the answers submitted, so you only review the ones that actually need attention.
- [How to Use: Merge Fields](https://help.augustschools.com/en/articles/9197555-how-to-use-merge-fields.md)
- [How to: Use Conditional Fields on Form Templates](https://help.augustschools.com/en/articles/13796701-how-to-use-conditional-fields-on-form-templates.md): This article walks through how to set up trigger questions and apply conditional logic to create smarter, more streamlined forms.
- [Form Requests FAQ](https://help.augustschools.com/en/articles/8955340-form-requests-faq.md)
- [Creating an Individual Form Batch](https://help.augustschools.com/en/articles/10236060-creating-an-individual-form-batch.md)
- [Troubleshooting Enrollment Form Issues](https://help.augustschools.com/en/articles/14063685-troubleshooting-enrollment-form-issues.md): Help for administrators and staff experiencing common enrollment form problems — including forms not sending, submission errors, reminder issues, and data not appearing on student cards after appro...
- [How to Generate Files from File Templates](https://help.augustschools.com/en/articles/9627690-how-to-generate-files-from-file-templates.md)
- [Managing File Template Visibility](https://help.augustschools.com/en/articles/9767998-managing-file-template-visibility.md): A step-by-step article on how to update file template visibility

## Check-In Feature

- [How to Set Up Check-In on a Device](https://help.augustschools.com/en/articles/9903001-how-to-set-up-check-in-on-a-device.md)

## Secure911: Exporting Emergency Student Information

- [Exporting Student Emergency Information](https://help.augustschools.com/en/articles/9945718-exporting-student-emergency-information.md)
- [Accessing Student Emergency Information](https://help.augustschools.com/en/articles/10089681-accessing-student-emergency-information.md): Emergencies are a fact in the school system. This article will describe how to obtain the information
- [Additional Ways to Share Exported Student Emergency Information](https://help.augustschools.com/en/articles/10089909-additional-ways-to-share-exported-student-emergency-information.md)

## Requirements Feature Set

- [Setting up alerts for non-compliant requirements](https://help.augustschools.com/en/articles/13551637-setting-up-alerts-for-non-compliant-requirements.md)
- [How to Create, Manage, and Use Requirement Sets](https://help.augustschools.com/en/articles/10394282-how-to-create-manage-and-use-requirement-sets.md)
- [Additional Guidance on Requirement Rules When Creating or Updating Requirement Sets](https://help.augustschools.com/en/articles/10513709-additional-guidance-on-requirement-rules-when-creating-or-updating-requirement-sets.md)
- [How to View and Use Requirement Sets as a User](https://help.augustschools.com/en/articles/10753291-how-to-view-and-use-requirement-sets-as-a-user.md)

## Referrals

- [How to: Configure Referrals Using a Custom Template](https://help.augustschools.com/en/articles/16950413-how-to-configure-referrals-using-a-custom-template.md): Build a custom referral form, wrap it in an encounter with follow-up steps, and publish it to your Faculty Portal.
- [How to: Configure Referrals](https://help.augustschools.com/en/articles/15182620-how-to-configure-referrals.md): Set up referral types, assign encounter templates, and control visibility for your school's Faculty Portal.
- [How to: Create a Referral from the Faculty Portal](https://help.augustschools.com/en/articles/15182653-how-to-create-a-referral-from-the-faculty-portal.md): A quick guide to submitting a student referral and tracking your referral history.
- [How to: Accept and Action a Referral](https://help.augustschools.com/en/articles/16950544-how-to-accept-and-action-a-referral.md): Accept an incoming referral, work through your follow-up notes, and close or share the encounter when you're done.
- [Referral Visibility](https://help.augustschools.com/en/articles/16950583-referral-visibility.md): When using referrals, you have three visibility options to choose from. This article will help your team choose the correct visibility permissions for your school.
- [How to: Allow Referrals for Any Student](https://help.augustschools.com/en/articles/16950606-how-to-allow-referrals-for-any-student.md): Let faculty and staff refer any student through the portal, not just the ones assigned to them in your student information system.

## Attendance Assistant

- [Attendance Assistant Pre-Work: An Internal Discussion Guide](https://help.augustschools.com/en/articles/16140310-attendance-assistant-pre-work-an-internal-discussion-guide.md): A guided thinking exercise for your team to work through before you sit down to configure your Attendance Assistant.

## August for Learning Specialists

- [Learning Specialist Encounter Templates](https://help.augustschools.com/en/articles/8365446-learning-specialist-encounter-templates.md)
- [Learning Specialist Encounters Overview](https://help.augustschools.com/en/articles/8365427-learning-specialist-encounters-overview.md): This article will walk you through the Learning specialists encounter documentation of student meetings.
- [How to: Create a Plan Template](https://help.augustschools.com/en/articles/16380335-how-to-create-a-plan-template.md): Build reusable plan templates with forms, goal tracking, and accommodations to standardize how your team creates student plans.
- [How to: Create a New Plan](https://help.augustschools.com/en/articles/16380336-how-to-create-a-new-plan.md): Create a student plan from a template, add goals and accommodations, then publish and share it with families and faculty.
- [How to: Track Goal Progress](https://help.augustschools.com/en/articles/16380339-how-to-track-goal-progress.md): Create academic, behavioral, attendance, or social-emotional goals for students and log progress against them throughout the year.
- [How to: Configure Accommodations](https://help.augustschools.com/en/articles/16380338-how-to-configure-accommodations.md): Customize the list of accommodations your team can choose from when building a plan.
- [How to: AI Generate a Plan](https://help.augustschools.com/en/articles/16634121-how-to-ai-generate-a-plan.md): Let AI take the first pass at a learning, accommodation, or behavior plan by pulling data from a student's documents, so you can refine instead of starting from a blank page.