APPROVAL WORKFLOWS for K-12

Improve the flow of information and speed up your processes

Workflow automation provides status updates or notifications to inform users about ongoing processes and task completion or pending actions within the system.

Your personal assistant for notifications

Clevr brings all your notifications into one smart, unified inbox — so you’ll always know exactly what needs your attention. Whether it’s signing a document, approving a request, or a friendly reminder about an upcoming deadline, everything is right where you need it.

No more digging through cluttered inboxes or chasing down incomplete paperwork. With Clevr, your tasks come to you, saving time and keeping you effortlessly organized.

Your workflow, made visual

Visualize your workflows to monitor progress across all forms for a single school or district-wide. Track every stage of your processes with dynamic graphs and customizable fields that reflect exactly how your district operates.

Intelligent Notification System

Built right into your workflow, Clevr’s notification system helps you stay ahead of emerging trends and respond proactively to potential issues. Whether it’s a spike in cases, repeated entries for the same student, or any custom condition you define, you’ll get notified as soon as it happens — no need to keep checking manually.

  • Match your specific monitoring needs

  • Send email notifications or in-app alerts

  • Target specific individuals or groups

  • Spot patterns and trends in your data

  • Track form submissions or status changes

  • Assign role-based recipients

  • Track cumulative records over time

  • Configure thresholds based on time periods – weekly, monthly, yearly

  • Monitor aggregate updates to forms

Digital Signatures

Clevr’s digital signature capability ensures secure and efficient document approval and signing. Clevr can support multiple signatures on the same form and route the form to the appropriate user(s) based on workflow rules. Clevr supports two methods of digital signature: a checkbox that auto-populates the user’s name based on their login credentials or users can upload a digital signature image to their profile that will appear on PDF or printed documents.

  • Approve and sign documents with ease

  • Sign forms individually or in bulk

  • Multiple signers on the same form

  • Increase accountability with audit trails

  • Upload signature image

  • Digital signatures on printouts

Workflow Automation Features

  • Notification Board
    Streamline the management of sent and received notifications.

  • Role-Based
    Send notifications to the right people.  Role assignments ensure that the notification is delivered to the right people every time.

  • Auto-Reminders
    Notify users if information is missing or a due date is approaching. Stop chasing paperwork.
  • Real-Time Reporting
    With real-time reporting, you can spot bottlenecks, track progress, and identify which steps are slowing things down.
  • Threshold-Based Notifications
    Track significant changes in record volume, triggered by aggregate updates to forms.

  • Configurable Email Templates
    Personalize your emails for each recipient with custom text, images, links, plus integrated form data.

  • Status / Completion Bars
    A visual element that dynamically calculates your completion percentage, based on the required steps.

  • Granular Permissions
    Control user access to approval and signature areas, ensuring only authorized users can take action.
  • Triggers
    Configure automated notifications based on a variety of trigger types i.e. time, status change.

  • Required Fields
    Ensure that certain steps are followed or a minimum requirement is met before allowing the user to proceed.
  • Broadcast Communication
    Send alerts to multiple roles at once — no need to manage separate lists or wonder who’s missing.

  • Digital Signatures
    Secure and efficient document approval and signing

Testimonials from Clevr School Districts

Just wanted to give a big shout out and say you all have been a pleasure to work with and am glad to be part of this project! Each day is more exciting as we move forward. The Clevr team has been so helpful, kind, and patient with all our questions and concerns.

LAMBTON KENT DISTRICT SCHOOL BOARD

“Clevr is a game-changer for any school district aiming to improve efficiency and decision-making. Clevr promotes collaboration between our different systems and teams”

PEMBINA TRAILS SCHOOL DIVISION

“When it comes to federal funding for schools, having this level of documentation in Clevr has made my life a lot easier. I’m able to show that we are tracking our plans in a systematic way and keeping everything in one spot. I enjoy using it very much! This is a much better way to guide our work and our process for school improvement planning.

PIQUA CITY SCHOOLS

“Thank you to Clevr for the time and energy spent supporting our users during the last few weeks of June. There were many hands on deck from Clevr, at all kinds of hours, and we appreciated your support.”

DISTRICT ADMINISTRATOR

“I have been very impressed with the customer service.  When problems arise, the team has responded promptly with solutions.” 

DISTRICT ADMINISTRATOR

“Clevr has been great to work with. The implementation was seamless and their support team is prompt and knowledgeable.”

DISTRICT ADMINISTRATOR

“Often you get a product, and the product is the product. Clevr has exceeded our expectations with respect to customization requests. In the end, we’re getting the best product but also getting the best process too, because we are all coming together.”

EVERGREEN SCHOOL DIVISION

“Emergency Response Plans are now accessible online. There’s a need for us to have required documentation in a central location that’s easily accessible. Clevr replaces paper copies that we had before that were bulky and a lot harder to access.”

ANGLOPHONE SCHOOL DISTRICT WEST

“When it comes to form solutions, especially in the K12 environment, there really isn’t another solution like Clevr. It gives me the flexibility to build my forms around my current processes and procedures.”

ROCKWOOD SCHOOL DISTRICT

Working with Clevr has been a very positive experience. One major benefit to us, was the vast collection of form templates from other districts that we could leverage and knowing that we’re not reinventing the wheel every time.”

SD6 - ROCKY MOUNTAIN

“Clevr is helping to solve a board-wide communication gap by providing online access to forms.”

AVON MAITLAND DISTRICT SCHOOL BOARD

“What stood out for us, was how flexible and customizable the system was. The interface is modern and it looks familiar, because the forms mimic our originals — but better!”

UPPER GRAND DISTRICT SCHOOL BOARD

“Clevr is a comprehensive solution that addresses our key challenges. What truly sets Clevr apart is its versatility. The vision is for it to be seamlessly applied across all departments in the board, and its potential to do this makes it a compelling choice for us.”

BRUCE-GREY CATHOLIC DISTRICT SCHOOL BOARD

“We recognize the key role that data collection and analysis play in our education system and its influence on informed decision-making. The most attractive part of Clevr was its ability to streamline and automate the referral and data collection process.”

SD46 - SUNSHINE COAST

“Clevr provides a streamlined approach to workflow automation, offering greater flexibility when sharing documents between employees and supervisors. These new tools have been developed with efficiency and ease-of-use in mind.”

SIMCOE COUNTRY DISTRICT SCHOOL BOARD

“The Clevr team took our Word forms and quickly turned them into an easy-to-use digital app that enables our principals to quickly navigate through the appraisal process.”

PETERBOROUGH VICTORIA NORTHUMBERLAND AND CLARINGTON CATHOLIC DISTRICT SCHOOL BOARD

“Our ultimate goal with any data collection is to improve student learning. Now with Clevr, schools have a one-stop shop. Clevr gives me the data I need to make system-level decisions, as well as school-level decisions. It’s a key part of the work that I do every day.”

ALGONQUIN AND LAKESHORE CATHOLIC DISTRICT SCHOOL BOARD

“What happens in Clevr, stays in Clevr!”

ANGLOPHONE SCHOOL DISTRICT EAST

“We just started using the new Family School Wellness Case Plan forms with the print function and they are STUNNING AND PERFECT. I am actually super proud to send this to parents!!!”

CHINOOK'S EDGE SCHOOL DIVISION

“We really enjoy using Clevr. It allows us to centrally locate all of our work and it has made year-end reporting a lot easier. It’s been excellent!”

PIQUA CITY SCHOOLS

“Clevr has been very responsive to our needs and suggestions. The team has been incredibly helpful and great people to work with!”

RENFREW COUNTY CATHOLIC DISTRICT SCHOOL BOARD

“From a Human Resources perspective, with a paper-based system, we used to assume that managers were doing all the right things regarding evaluations. Now we have greater certainty for employees plus an extra layer of accountability for our managers.”

CAPITAL REGION BOCES

“Clevr is helping us improve the flow of communication and increase transparency around the support we deliver to our students.”

SUNSHINE COAST SCHOOL DISTRICT

“The SLP form is designed to support an inquiry process. The value that Clevr brings to our organization is really driving alignment and coherence across our system.”

CENTRAL OKANAGAN PUBLIC SCHOOLS

“When it comes to form solutions, especially in the K12 environment, there really isn’t another solution like Clevr.”

ROCKWOOD SCHOOL DISTRICT

“We really took our time to explore form solutions, and Clevr was the only product that gave us the customization and affordability we were looking for.”

HEUVELTON CENTRAL SCHOOL DISTRICT

“What stood out for us, was how flexible and customizable the system was. The interface is modern and it looks familiar, because the forms mimic our originals – but better!”

UPPER GRAND DISTRICT SCHOOL BOARD

“Clevr is helping to solve a board-wide communication gap by providing online access to forms.”

AVON MAITLAND DISTRICT SCHOOL BOARD

Clevr provides a streamlined approach to workflow automation, offering greater flexibility when sharing documents between employees and supervisors. These new tools have been developed with efficiency and ease-of-use in mind.

SIMCOE COUNTY DISTRICT SCHOOL BOARD

“More and more, we are driving our staff to one place to complete forms. As new initiatives come up, we have the ability to build out new forms and processes. The system works and it’s good.”

ABBOTSFORD SCHOOL DISTRICT

The Clevr Platform enables school districts to create and utilize unlimited electronic forms aligned with their unique needs and local context.