Administration
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 ...
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 ...
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 ...