You can use Professional Contributions to request advice from professionals during EHCP creation and other education support processes. Before you can send advice requests, you need to configure two types of templates and ensure the correct permissions are in place.
To complete this setup, you need Administrator permissions in Synergy Case Management Client.
Create an Advice Collation Form
Advice Collation Forms are the forms that professionals complete to provide their advice.
Open Synergy Case Management.
Click Template Manager.
Click Add Template.
Enter a template name such as 'Educational Psychology Advice Form'
Select the Advice Collation Form checkbox.
Build the form using step panels to create the wizard interface.
Add the fields you want professionals to complete.
If you want professionals to upload documents, select Include Supporting Documents (wizard).
Click Publish.
⚠️Warning: Advice Collation Forms must include at least one Step Panel. Without this, the form cannot be used.
Create a Request Advice Form
Request Advice Forms contain the Advice Collation panel where you manage advice requests.
In Template Manager, click Add Template.
Enter a template name such as 'EHCP Section B - Request Advice'
Select the Request Advice checkbox.
In the Advice Collation section on the left, click **Add** to create default rows.
For each default row, enter:
Role: Select the professional role such as Educational Psychologist.
Advice Form: Select the Advice Collation Form they should complete.
Response Due Days: Enter the number of days for response such as 14.
Click Build to create any additional form content.
Click Publish.
🎯Note: At least one Advice Collation Form must exist before you can add defaults to a Request Advice Form.
Configure Email Manager permissions
Users need permission to view Professional Contributions emails.
Open Synergy Case Management Client.
Click Security Manager.
Click Security Group Permissions.
Expand Email Manager, then expand Sent Emails.
Select Case Management Requests for Advice.
Assign this permission to the relevant security groups.
Click Save.