Administration
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 ...
Bulk Data Entry
Bulk Data Entry is used to update records in bulk with the same information. How to Access Bulk Data Entry Before you navigate to the Bulk Data Entry module, select the appropriate school in the top right location dropdown. You can access the Bulk ...
Configure your Form for Record Rollover in the Form Management
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. Step 1: Flagging Forms for Rollover and Selecting Rollover Type To begin the Record Rollover, you ...
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 ...