15 docs tagged with "automation"

Configure and manage automated payment reminder emails, overdue notice escalation, and optional auto-cancellation for unpaid invoices.

Configure daily automation schedules, student and staff import behavior, guardian imports, grade level mapping, and automated notification settings.

Monitor the health and history of your district's automated tasks at a glance. Spot failing automations, review per-day activity, and drill into specific runs.

Guide to the Actions tab — every action type, ordering, and how the Stop action interrupts subsequent rules.

Guide to the Conditions tab — fields, operators, value types, AND/OR logic, and nested sub-groups for complex matching.

Step-by-step walkthrough of the rule list and Settings tab — naming a rule, picking a trigger, scoping to departments, and setting priority.

Generate CSV and PDF exports for users, devices, transactions, incidents, loaners, invoices, and more for auditing, billing, and external system integration.

Configure system-wide Help Desk behavior including portal availability, ticket auto-close rules, attachment security, and reply settings.

Set expected return dates for loaner devices and send automated reminders to users.

Configure automatic email notifications when parts inventory drops below reorder levels, including immediate alerts and daily digest summaries.

Create and configure Help Desk Departments including auto-assignment rules, email importing setup, custom fields, and department-specific settings.

Automate ticket triage with if-then rules that assign, route, and act on tickets the moment they're created.

Configure recurring email reports — like a weekly Campus Summary for principals — that Manage1to1 sends automatically on a schedule.

Build "if / then" rules that auto-update devices and incidents, send notifications, and close stale work on a schedule.

Centralized device storage, building-to-building transfers, signature-on-receipt, and Smart Rule automation for spare and staging inventory.