Teachworks’ Enhanced Lesson Completion Add-on: Customize Your Workflow

At Teachworks, we understand that different education companies have different processes when it comes to completing lessons. While some companies may only need to record attendance, others may need to enter detailed lesson notes or apply lesson statuses in bulk for group lessons.

For this reason, we’ve created the Enhanced Lesson Completion Add-on. This add-on makes it possible to customize the lesson completion form according to your specific requirements. For instance, if you don’t want to add lesson notes, you can easily hide the Lesson Notes fields to shorten the form. This allows you to focus on essential information and reduces time spent on unnecessary data entry and scrolling.

In this article, we’ll look at the capabilities of the Enhanced Lesson Completion Add-on in more detail.

Enhanced Lesson Completion Add-on Settings

Once you’ve enabled the Enhanced Lesson Completion Add-on on the Integrations & Add-ons page in your Teachworks account, you can tweak the following settings.

1. Single Student Lesson Settings

In this section, you can choose to enable or disable the Internal and/or Shared Notes field for single student lessons. 

2. Group Lesson Settings

In this section, you can choose to enable or disable the Internal and/or Shared Notes field for group lessons.

Additionally, you can add a menu to the Lesson Completion form that lets you set the status for students in bulk. By enabling this option, you can quickly update the status to “Attended” for most students in a group lesson, while still having the freedom to handle exceptions individually.

3. General Settings 

This section contains a number of customizable settings including:

• Require Completed Status: If internal or shared notes have been entered for a student, you can require that staff/tutors change the status to something other than “Scheduled”. If they don’t, they will be presented with a validation error.
• Require Internal Notes: You can choose specific statuses that will require staff/tutors to enter internal notes. If they choose one of these statuses when completing a lesson, and they don’t enter internal notes, they will be prompted to add them to proceed.
• Require Shared Notes: You can choose specific statuses that will require staff/tutors to enter shared notes. If they don’t, they will be alerted to add these in order to complete the lesson.

• Require Lesson Notes to be Different from Default Notes: If you have entered default notes as a template in your account settings, this setting will ignore the notes if they haven’t been updated.
• Link Editor: The Link Editor is a formatting option on the notes fields for inserting links with anchor text and the option to open links in a new tab.
• Attach Files: Allows shared files to be attached to lesson notes for a student. Files will be attached to Lesson Notes emails sent to clients.

• Require “Email Shared Notes”: This option will prompt staff/tutors to select the “Email Shared Notes” box if shared notes have been entered, the status is changed to something other than “Scheduled”, and if notes haven’t been sent previously.

Once you’ve tweaked your settings, the Complete Lesson Form will be updated accordingly, allowing you to work faster and view only relevant information. For more detailed steps on using this handy time-saver, visit our knowledge base: Enhanced Lesson Completion Add-On

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