Administration
Integration Infrastructure Diagram
This diagram illustrates the Clevr integration infrastructure Reviewed March 2024
Help Desk Service Level Agreement
The Clevr Helpdesk acts as a central point of contact for all support issues. This includes requests related to system configuration, consultation, troubleshooting, feature enhancements, inquiries, and technical support related to Clevr. This Service ...
Supervisor Import File Mode - Normal vs Restrictive
Normal Mode (default setting) The "Normal" setting is used when you want the supervisor file to manage supervisor-based notifications without limiting access to records. Restrictive Mode The "Restrictive" setting allows the supervisor to view all ...
Rollovers: Technical Configuration
Using the Rollover Wizard
Preparing for your Rollovers
Remove Duplicates: Merge Persons
Person Management Module
Using Notification Variables
The "Notifications" feature allows users to send in-app messages and emails directly from a form. When composing the subject and body of these messages, you can insert dynamic variables, which are automatically replaced with relevant data when the ...
Person Management Module - Add a Person / User Account
The Person Management Module provides administrators the ability to create, update and verify user accounts. If the person belongs to a role that is automated in Clevr, it's recommended that you add the person to the source system that drives the ...
Threshold Notifications
Introduction to Threshold Notifications Threshold Notifications are a powerful feature within Clevr that allow you to set specific triggers based on the data input in your forms. When thresholds are met, custom notifications are sent to the ...
Custom Contact Page within Clevr
Enhance the user experience for your District by connecting users directly with the person who can help them. Clevr will now display contact information for your District's Support Contact within the Contact Menu! Requests for support submitted ...
Clevr Support Models
Clevr Districts have the option between two contact models, District Contact Model and End-User Support Model. Details of the two models are outlined within this article. Clevr recommends utilizing the District Contact Model when possible as it puts ...
Identifying DoNoClone and Flagging for Record Rollover
This article gives step by step instructions on how to prepare your forms for a record rollover To access this feature, the Record Rollover Wizard page right is required. A role will also need the Form Manager to flag forms with the rollover style. ...
Clevr Rollover Timing Guide
The timing of your record rollover is a key indicator of success in preparing your records for the new school year. This article will help you determine the best date to perform your Clevr rollovers. It is important that students and staff are active ...
How to View Details for Past Rollovers
On the first page of the Record Rollover Wizard at the bottom you will find the Record Rollover Summary that lists the details of your past Record Rollovers including: Form Name – The form that was archived during the rollover Last Rollover – The ...
How to Undo a Record Rollover
A record rollover can be undone within the Record Rollover Summary page. Navigate to the form that you’d like to undo the Record Rollover for and select View Details: Within the Rollover Details page, select the rollover you’d like to undo in the ...
Your Clevr Record Rollover - 4 Step Process to Ensure Success
The record rollover in Clevr prepares your records for the following school year. Please follow the 4 step process outlined in this article to ensure school start-up success. Step 1: Watch Record Rollover Training Video Clevr's Rollover Wizard ...
Best Practices for Secure Messaging: Email vs. In-App Notifications
In an ever-evolving landscape of privacy and security, ensuring the proper handling of sensitive information should be a top priority for anyone configuring notifications and communications on the platform. Each region and country has its own laws ...
Notification - Administrative Board
The Notification Administrative Board is a module within Clevr that you can use to review all notification activity within your organization. The Notification Administrative Board has a brand-new look and feel, and was overhauled in April of 2024. ...
Configuring a Notification on a Form
Notifications are a custom type that can be added to a form, that are used to send notifications and emails to specified recipients or roles. A notification can be configured using the custom type “Email: Notifications”. Terms # Term Description 1 ...
Configure Notifications in Form Management
Overview A notification is a configurable workflow item that is sent to one or more specified users and/or roles when it is triggered. The notifications card and the notifications editor in form management is used to configure notifications. Common ...
Person Management Module - Navigation and Searching
The Person Management Module provides administrators the ability to create, update and verify user accounts. This is an administrative function that requires access to the Person Management Module. It’s important to know the difference between a ...
How to Upload Bulk Images
The Bulk Image Upload page right is required to use this feature. Bulk Image Upload provides the ability to upload Person images in bulk. To upload multiple images, the image name must match the person’s proprietary ID or local ID. Images can be ...
Configure your Form for Record Rollover in the Form Management
This article gives step by step instructions on how to prepare your forms for a record rollover To access this feature, the Record Rollover Wizard page right is required. A role will also need the Form Manager to flag forms with the rollover style. ...
How to Perform a Record Rollover
This article is a detailed guide on how to perform your record rollovers using the Record Rollover Wizard in Clevr. A Record Rollover is a process used within Clevr to archive records. It is typically performed once a year, usually during the summer ...
PowerSchool Extended Contacts Plugin
We are pleased to inform you that we support PowerSchool Extended Contacts! To proceed, you will need to install a plugin in PowerSchool. Please note that there is no need to uninstall any existing plugins—simply add this new one. Step 1: Install the ...