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Threshold Notifications

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This lesson walks through setting up notifications to individual users, user groups, and external individuals of Threshold results in the eduCLIMBER system.

Before You Begin

This article assumes that a Threshold has already been created for users to be notified of. To learn more about creating a new Threshold, take a look at Create a New Threshold.

Where to Start

The Thresholds navigation button.

  1. Go to Thresholds.

The Thresholds page, with the list of created Thresholds labeled as step 2.

  1. Select the desired Threshold from the list.

An example selected Threshold, with the Edit button and Edit option in the dropdown menu labeled as step 3.

  1. Select Edit at the top right of the Threshold, then select Edit from the dropdown.

Notify Individual Users

An example Threshold edit page, with the Notify tab selected and labeled as step 1, and Add a User labeled as step 2.
  1. To notify individual users who currently work in your district and have an eduCLIMBER account, select the Notify tab.
  2. Select Add a User.
The Add User Notification popup menu, with User labeled as step 3, School labeled as step 4, Grade labeled as step 5, User Tag labeled as step 6, and Add labeled as step 7.
  1. Select the desired User to notify.
  2. (Optional) If the selected user has access to multiple schools, one or more Schools can be selected to filter down the Threshold notifications the user will receive.  
  3. (Optional) If the selected user has access to multiple grades, one or more Grades can be selected to filter down the Threshold notifications the user will receive.
  4. (Optional) If the selected user has access to multiple tags, one or more User Tags can be selected to filter down the Threshold notifications the user will receive.
  5. Select Add.
An example Threshold edit page with the Notify tab selected, with the School, Grade, and Tag columns labeled as step 8, the Email toggle labeled as step 9, Email Type labeled as step 10, and the checkboxes to delete labeled as step 11.
  1. Once a user is added, the School, Grade, and Tag filters can updated at any time to add or remove filters on notifications the user will receive. 
  2. The Email toggle is automatically enabled; select the toggle to disable email notifications.
  3. The Email Type is automatically set to Include Students. Double select the field to select the Summary Only Email Type instead.
  4. To remove a user from the notification list, select the checkbox next to the user and select Delete.

Individual users added to the Notify tab list will be emailed the reports of students that meet the Threshold criteria and are included within the user's notification filters, regardless of if that user has the permissions to view those students in the platform.

Notify User Groups

An example Threshold edit page, with the Notify User Groups tab selected and labeled as step 1, and Add User Groups labeled as step 2.
  1. To notify all users within an existing group, created under the System Configuration Users & Security menu, select the Notify User Groups tab.
  2. Select Add User Groups.
The Add New popup menu, with the Group checkboxes labeled as step 3, and Add labeled as step 4.
  1. Select the checkboxes next to user groups to notify. 
  2. Select Add.
An example Threshold edit page with the Notify User Groups tab selected, with the Email toggle labeled as step 5, Email Type labeled as step 6, and the checkboxes to delete labeled as step 7.
  1. The Email toggle is automatically enabled; select the toggle to disable email notifications.
  2. The Email Type is automatically set to Include Students. Double select the field to select the Summary Only Email Type instead.
  3. To remove a user group from the notification list, select the checkbox next to the group and select Delete.

All users in the groups added to the Notify User Group tab list will be emailed the reports of students that meet the Threshold criteria, regardless of if those users have the permissions to view those students in the platform.

Notify External Individuals

An example Threshold edit page, with the Email tab selected and labeled as step 1, and Add an Email Notification labeled as step 2.
  1. To notify individuals outside of your district and/or those who do not have an account in eduCLIMBER, select the Email tab.
  2. Select Add an Email Notification.
An example Threshold edit page with the Email tab selected, with the Email column labeled as step 3, Email Type labeled as step 4, and the checkboxes to delete labeled as step 5.
  1. Double select the Email field, and type the desired email address to notify.
  2. The Email Type is automatically set to Include Students. Double select the field to select the Summary Only Email Type instead.
  3. To remove an email from the notification list, select the checkbox next to the email and select Delete.

All individuals whose email is added to the Email tab list will be emailed the reports of students that meet the Threshold criteria. Be careful when using this option to ensure that all parameters and filters are selected appropriately for the threshold.

Next Steps

To learn more about Thresholds in your eduCLIMBER system, see the other lessons in the Threshold Configuration manual.

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