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How to create a workflow for Bullying Reports and Student of Concern reports follow-up?
How to create a workflow for Bullying Reports and Student of Concern reports follow-up?

With workflows, you can create tasks and notifications for staff to follow up after a bullying report or a student of concern report.

Nicholas Hillier avatar
Written by Nicholas Hillier
Updated over a week ago

Before creating a workflow, please ensure your forms for the Bullying Report and Student of Concern are live. To read more about creating these forms, click here.

When bullying occurs, it’s important that staff members respond swiftly, the details of the event have been recorded, the appropriate staff members are alerted, and corrective actions are established to prevent further occurrences. A consistent procedure will ensure that all these actions are completed and each incident is treated fairly.

From the Admin Console section, head to 'Workflows' under 'Unify'.

Click on 'Add New Workflow' and name your workflow. Then click on 'Create First Step'.

Under the first step, click on 'Initiated by Form Submission' to initiate the workflow.

Choose the 'Bullying Report Form' that you had initially created for students to report bullying incidents. If you want to add specific conditions, those can be done in the 'Conditions' section. Once that is added, click on 'Start New Step'.

The next step of this workflow could be notifying staff on a bullying incident. You could have staff review the report logged by a student and take further action.

Specific staff could be assigned to this particular step of the workflow. You can also send custom notifications to staff when a bullying report is filed by a student.

Once you have set the due date for the task and custom notifications, click on 'Complete a form' for the staff to complete, as part of further action of the incident.

You could select an existing form or create an ad-hoc form for staff to complete.

Once the form is reviewed and filled, you could end the workflow or add another step. This could be a follow-up with the involved students.

Similarly, you could create a task (a form) for staff to complete once a follow-up has been done with the students.

With this, you can add another step to send notifications to the management that the incident has been reviewed and taken care of, or you could end the workflow then and there.

Using the same procedure, you could create workflows for the following use cases:

  • Excursion planning

  • Pastoral reports

  • Missing student reports

  • Injury reports

  • Medical bookings

  • Emergency reviews

  • Maintenance reports

  • Jobs lists

  • Staff onboarding

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