SchoolBridge Requests

The SchoolBridge system allows you to cater to the needs of your school for both internal requests (staff leave of absence requests, resource requests) as well as external requests (Education Outside of the Classroom - EOTC).

Basic Steps: Check your Request Settings => Create/edit a Request Category Form => Create/edit a Permission Slip Form => Create/edit a Risk Identification, Assessment and Management (RAMS) Form


Request Settings

Check your Request Settings Log in to SchoolBridge: https://yourschoolswebsite/administration

  1. Navigate to "SchoolBridge Settings" on the left hand side navigation bar.
  2. Select "Request Settings" in the sub menu.
  3. Here you can set an email for test mode, modify your thanks content for your Permission Slip and allocate which Caregivers you would like to send alerts to.
  4. Don't forget to uncheck the Test Mode check box when you are ready to send your modified email.

Request Forms

Request Types There are, by default, three Request Types to select from: Education Outside of the Classroom - EOTC Teacher Professional Learning Request - PLD Application for Leave - Leave Requests

How to create a new Request Category Form These forms will be selected by the Staff when submitting their request forms

  1. Log in to your admin site: https://yourschoolswebsite/administration
  2. Navigate to "Requests" on the left hand side navigation bar
  3. You should now see your "Manage Request Categories" page.
  4. Click on the "New Category" button on the top right
  5. Select your Category Type and complete the fields.
  6. Click "Save".
  7. Scroll down to "Request Form" and add fields for the Staff to complete when submitting a request.
  8. Complete the form by setting up your chain of approval. After a staff member submits their above request the request will be sent to each person within each stage. Each stage can have one or multiple people assigned but only requires one approval or decline action for the request to progress to the next stage.
  9. Save Changes.
  10. To view your new category, navigate to "Requests" in the left hand side bar, this will display your "Manage Request Categories" page

How to edit a Request Category Form 1. Log in to your admin site: https://yourschoolswebsite/administration 1. Navigate to "Requests" on the left hand side navigation bar 1. You should now see your "Manage Request Categories" page. 1. Click on the "Edit" button. 1. Save Changes.


Permission Slips

How to create a new Permission Slip These forms will be selected by the Staff when submitting their permission slip

  1. Log in to your admin site: https://yourschoolswebsite/administration
  2. Navigate to "Requests" on the left hand side navigation bar
  3. Select "Permission Slips" in the sub menu.
  4. Click on the "Create New Form" button
  5. Complete the fields.
  6. Click "Save".
  7. Scroll down to "Form" and add fields for the Staff to complete when submitting a request.
  8. Preview your form by clicking the "Preview" button on the top right
  9. Reorder your fields by clicking the "Drag Mode" on the top right
  10. Save Changes.
  11. To view your new category, navigate to "Requests" in the left hand side bar, this will display your "Manage Request Categories" page.

How to preview/edit/duplicate a Permission Slip Form

  1. Log in to your admin site: https://yourschoolswebsite/administration
  2. Navigate to "Requests" on the left hand side navigation bar
  3. Select "Permission Slips" in the sub menu.
  4. To preview your form, click on the "Preview" button on the top right
  5. To duplicate your form, click on the "Duplicate" button on the top right
  6. To Edit your form, click on the "Edit" button on the top right
  7. Click on the "Edit" button.
  8. Save Changes.

RAMS Forms

How to create a new RAMS Form

These forms will be selected by the Staff when submitting their permission slip

  1. Log in to your admin site: https://yourschoolswebsite/administration
  2. Navigate to "Requests" on the left hand side navigation bar
  3. Select "Permission Slips" in the sub menu.
  4. Click on the "Create New Form" button
  5. Complete the fields.
  6. Click "Save".
  7. Scroll down to "Form" and add fields for the Staff to complete when submitting a request.
  8. Preview your form by clicking the "Preview" button on the top right
  9. Reorder your fields by clicking the "Drag Mode" on the top right
  10. Save Changes.
  11. To view your new category, navigate to "Requests" in the left hand side bar, this will display your "Manage Request Categories" page

How to preview/edit/duplicate a RAM Form

  1. Log in to your admin site: https://yourschoolswebsite/administration
  2. Navigate to "Requests" on the left hand side navigation bar
  3. Select "Permission Slips" in the sub menu.
  4. To preview your form, click on the "Preview" button on the top right
  5. To duplicate your form, click on the "Duplicate" button on the top right
  6. To Edit your form, click on the "Edit" button on the top right
  7. Click on the "Edit" button.
  8. Save Changes.