# 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 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
- [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 tag every student who gave a specific answer on an enrollment packet form.
- [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.
- [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.
- [Immunizations Overview](https://help.augustschools.com/en/articles/6434724-immunizations-overview.md)
- [Exemptions & Titers](https://help.augustschools.com/en/articles/8234838-exemptions-titers.md)
- [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.
- [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!
- [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): This article summarizes the Enrollment Review process effective June 18, 2024.
- [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.
- [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.
- [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.

## 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.

## 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 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: 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

## 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: 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.

## 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.

## 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)

## Internal Referrals

- [How to Action on an Internal Referral](https://help.augustschools.com/en/articles/10558336-how-to-action-on-an-internal-referral.md)

## August Product Updates

- [August Schools Change Log](https://help.augustschools.com/en/articles/8056461-august-schools-change-log.md): A change log is a list of all the bug fixes, enhancements, and new features we have rolled out to all August Schools customers.
- [November 13, 2023 Updates](https://help.augustschools.com/en/articles/8588447-november-13-2023-updates.md)