Beacon guide · 6 steps

Prepare a message with the Assistant

Use a common message or get help turning notes into a draft.

Before you begin

Check the school and selected records before requesting help.

Step by step

  1. Open Assistant. Choose Saved messages, Help me write or Plan or explain for the task.
  2. Check the relevant school and record context, then add the facts the task needs.
  3. Choose the language or channel when offered and request the draft.
  4. Read the result and edit the wording for the intended reader.
  5. Use Review status if leadership review is required. School settings controls are for authorised school configuration.
  6. Use the reviewed draft in the intended composer and choose Send there when ready.

Check the result

You have a reviewed draft and have followed any required approval step.

A useful check

Available Assistant tools depend on school configuration. Preparing a draft does not send it.

If the result is different, check the account and school first, then contact the team with the task and error wording.

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