Workflow Module

Overview Screenshots Features & functionality

Streamline your school workflows with our request management module. Simplify processes from absences and leave to IT support and beyond. Our dynamic dashboards provide effective tracking and management.

Key Benefits:

Digitalization of forms and procedures.
Efficient management of update and validation requests.
Multi-level validation workflow.
Tracking entries and reminders with request history.

Features:

Digitalization of Forms and Procedures:

Update Requests:
- Forms pushed by the school to a targeted population for updating or completing information.
Health information updates at the start of the school year.
Collection of permissions for school trips.
Record learning preferences.
Updating emergency contacts.

Validation Requests:

Forms available for users to initiate spontaneous requests, with school verification before processing. Examples:
- Leave/extra hours requests.
- Intervention/support requests.
- Administrative document requests.
- School trip/support process.

Validation Workflow:

Multi-level validation workflows ensure a rigorous and organized process.

Tracking and Management:

Track entries and reminders with a detailed request history for effective management.

Customization and Flexibility:

Customize forms and workflows according to your school’s specific needs.
Streamline workflows and enhance process efficiency with dynamic dashboards and precise tracking.

Module screenshots

Features & functionality

Administration

🔧

Creation of validation forms: leave requests, equipment, badges, incidents, etc.
Creation of data update forms (e.g., health, contact details, inventory)
Definition of custom approval workflows with steps and responsible parties
Automatic notifications at each workflow stage
Logging of all actions and entries
Precise user targeting (classes, staff, groups…)
Automatic reminders for pending responses
Addition of internal tasks for follow-up (with comments)
Request for supporting documents or attachments
Data extraction via the Lists & Searches module
Automatic generation of documents from completed forms
Integration of electronic signature tasks (with tracking and reminders)
Customizable messages accompanying signatures
Centralized tracking of signature status (pending, in progress, validated)
Automatic linkage with admission/re-enrollment files or active student records
Access management to forms by profile and permissions
Configuration of the “Fiche Navette (Course Selection Form)” to collect teaching choices
Automatic transfer of choices to student records or files
Archiving and traceability of all modifications
Display of warning areas on portals to notify users
Limitation of options or branches offered based on current academic pathways
Selection of targeted students per campaign or form
Parent notifications via email and portal

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Teachers

👩‍🏫

Submission of validation requests: school trips, equipment, educational organization…
Creation of projects: field trips, supervised tests, educational activities
Writing reports or follow-up forms
Use of templates to save time
Tracking progress of requests and approvals
Review and processing of Fiche Navette (Course Selection Forms) submitted by parents

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