How to create Alert Categories in SwiftK12 SwiftK12-159

Alert Categories  

How to create Alert Categories in SwiftK12

 

SwiftK12 has 7 standard alert categories - Attendance, Emergency, Fee Alert, General Information, Grade Alerts, Lunch Balance and Teacher Message.

Additional Alert Categories can be created for any instance you can think of, such as School Closure, Sports messages & Newsletter.

After you have created your new alert category you will find it under "What type of alert is this?" on your create/Send Alert Wizard page. 

 

 

To create a new Alert Category

Follow the below instructions on how to create Alert Categories.

From your SwiftK12 Home Page-

Click on Settings on the top right of the page.

Under System Settings, click on Alert Categories.

From this page you can add an Alert Category and edit alert categories.

You will see SwiftK12's 7 standard categories - Attendance, Emergency, Fee Alert, General Information, Grade Alerts, Lunch Balance and Teacher Message.

If you would like to Add an Alert Category, click on the Blue Box on the top right of the page.

 

The Add Category box will pop up.

 

 

Complete the options below and click the save button to create a new alert category.  Selecting Allow Preference Override will allow recipients to override your alert preferences with their own for this category of alert.  This is done by the parents via the parent portal.

To create a new alert category enter the following:

Name: Enter your new alert category name here.

Description: Enter a description for your new alert category.

Override: Allow Preference Override - Check this box off if you want parents to edit their preferences for that category.

Admin Selectable: Visible in Category Selectors (for admin users) - Check this box off to allow your Admin users the ability to see and use this newly created category. This should always be checked.

Teacher Selectable: Check this box off to allow your teachers via the Power Teacher integration to see and use this newly created category.

Parent Portal: Check this box off to allow parents to see the category and know what information is being used.  You would only leave unchecked if you do not want parents to see the category.

Click Save

You have now created your new alert category.

*Important*

After you have created your new Alert Category click on the blue Fields button next to the new alert category you just created.  The Assign Fields to Category box will come up.  These are the fields that are mapped from Power School to SwiftK12.  Check off the fields you want to use for this category.  Click the Save button.

 

Next click on the blue box with the pencil in it next to the new alert category you just created.

The Edit Category Box will pop up.

 

Complete the options below and click the save button to update the alert category.

Selecting Allow Preference Override will allow recipients to override your alert preferences with their own for this category of alert.

Name: The name of your new alert category will be here.

Description: Your new category description will be here.

Override: Allow Preference Override - By selecting Allow Preference Override you are allowing recipients to override your alert preferences with their own for this category.

Admin Default: Set as Default Category (for admin users) this will be their default during message creation.

Teacher Default: Set as Default Category (for Teacher users)

Admin Selectable: Visible in Category Selectors (for Admin users)

Teacher Selectable: Visible in Category Selectors (for teacher users) if using Power Teacher.

Parent Portal: Show on Parent Portal - Parents/Guardians can see & make changes on the Parent Portal.

Click the green save button on the bottom left of the box.

You have now created your new alert category.

If you require additional assistance creating new Alert Categories, you can contact our Customer Support Department at (800) 929-1643 x1 or via email at support@alertsolutions.com.  We also offer Live Chat Help from directly within your SwiftK12 portal available from 9AM to 5PM EST.

 
 
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