SMS Notification Setup Checklist

1

Set up an account

The TASS.web messaging facility currently interfaces with:

• TASS SMS.

• Streetdata.

TASS SMS

Fill in the TASS SMS Onboarding Form.

Click here for TASS SMS Onboarding Form.

Streetdata

Users will need to create an account and acquire a registration code with Streetdata in order to use the TASS.web SMS messaging facility. To receive a registration code from Streetdata, please call - +61 (02) 9130 1997, or email: support@streetdata.com.au.

Once you have received your registration code from Streetdata, you will need to go online and activate your new account by going to the following link:

http://www.streetdata.com.au/admin/oemjoin.php

Once the account is created, you will be issued (via email) with a username and password.

• Complete

2

System Admin > Utilities > API Gateway Maintenance.

Click 'View' in the Action Column for 'SMS Gateways' to enter Streetdata account information.

1. Messaging Format.
   Choose the SMS Gateway vendor for who you have created an account. If your vendor is 'Streetdata', select 'Streetdata via webservice/gateway'.

2. Messaging A/c Id.
   The SMS Gateway vendor will supply an account identifier to enter in this field once an account is created.

3. A/c Password.
   The SMS Gateway vendor will supply an account password to enter in this field once an account is created.

4. Virtual Mobile Number.
   Enter the mobile number if your vendor is 'TASS SMS' and you have been assigned a Virtual Number.

The 'Enable Multi-Part Messaging' option must be ticked to use SMS Appointment Reminder to Parents. Refer to 'SMS Gateways' for further details on this option.

• Complete

3

Student Admin > Attendance > Setup Information > Attendance Setup on the 'Contact Info' tab.

Enter the details under the 'SMS Details' section.

1. Message Text
   Enter the text for the SMS message. This is the actual text that the parent will see on his/her mobile phone.

Keyword substitution is supported.

The message text is limited to 160 characters but can be increased to 800 characters by enabling 'Multi-Part Messaging'. The payload of each multi-part message is 153 characters (rather than 160). Where messages are more than 153 characters in length, the message is split into multiple parts (i.e. 2 or more parts of 153 characters) allowing for the swift delivery of long messages. The caveat is the additional message parts will incur additional costs.

If you are interested in utilising SMS 'Multi-Part Messaging' for your school, please contact TASS Support for guidance.
For more information, refer to 'SMS Gateway APIs'.

2. Communication Type for Attendance SMS
   This option must be set up if your school is using 'Communication Rules'. Select the Communication Rule that will be used to determine which parents to send an Attendance SMS. This would usually be 'Attendance'.

• Complete

4

Student Admin > Attendance > Setup Information > Attendance Setup on the 'Absentee Reasons' tab.

Check that all 'Absentee Reasons' have been defined as either acceptable or non-acceptable.

• Complete

5

Student Admin > Parent Records > Parent Information > Parents on the 'Address' tab.

Set up the 'Mobile Phone 1 (or 2)' and 'SMS' fields for those parents who are to receive student absentee notifications and/or 'general' announcements via text message (SMS).

• Complete

6

Student Admin > Student Records > Student Information > Students on the 'General' tab.

Set up the 'Mobile Phone' for students who are to receive text messages (SMS) that are generated by Staff Kiosk users.

• Complete

7

Payroll/HRM > Employee/HR > Employee Information > Employees.

Set up the 'Mobile Phone' for teachers and non-teaching staff who are to receive text messages (SMS) that are generated by Staff Kiosk users.

• Complete

8

Teacher Records > Parent Teacher Interviews

PTI Setup: Enter the message text that will be sent to parents regarding their PTI appointment.

PTI Conferences: When setting up a new PTI Conference, tick the 'Send SMS Reminder' box at Step 3, and enter the date and time that the messages should be sent.

The use of SMS Appointment Reminder to Parents requires the 'Enable Multi-Part Messaging' setting to be ticked in the 'SMS Gateways'.

• Complete

9

System Admin > Users > Portal Security Permissions

Use 'Product Code' = Teacher Kiosk (Staff Kiosk).

For each user 'Role', set the appropriate permission to allow or disallow:

• Send Student SMS (Individual).

• Send Student SMS (Bulk).

• Send Parent SMS (Individual).

• Send Parent SMS (Bulk).

• Send Employee SMS (Individual).

• Send Employee SMS (Bulk).

• Complete

10

Test

Generate SMS test messages through:

• TASS.web program Student Admin > Attendance > Processing > Generate/Send SMS Notifications.

• TASS.web program Student Admin > Parent Records > Processing > Generate/Send SMS Messages.

• Staff Kiosk programs with an individual SMS facility (e.g. Student Profile page).

• Staff Kiosk programs with a bulk SMS facility (e.g. My Saved Lists).

• Complete