Forms

Forms that were set up by the school or district are available in the Forms menu for the profiles that have permissions to the form. Partially completed forms can be saved as a draft in the Drafts tab to be completed later. The Mass Print tab can be used to mass print forms. The History tab displays the forms that were submitted and the form's approval status.

Completing a Form

1. In Forms menu, click the form.

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The form is displayed in the Form tab.

2. At the top of the screen, select your school, if applicable. The school that is currently selected at the top-right of the screen is selected in the pull-down by default.

If you select a school, your request will be reviewed only by staff at that school. If you do not select a school, anyone with permission in the district can approve or deny the request.

The Select School pull-down may not display if the creator of the form has removed the option to select a school.

3. Enter a Title for the form request. Today's date is automatically populated.

4. Complete the required fields on the form. Required fields are highlighted in red.

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Some fields may auto-populate depending on the form setup. These fields will be grayed out and are not editable. Fields that your profile does not have permission to edit are also grayed out.

5. If needed, upload a file of additional documentation at the bottom of the screen under the Misc section.

You can select a file from your computer by clicking the Select button, drag a file from your computer into the file box, or scan a file by clicking the Scan icon.

6. If desired, enter a comment in the text box and click Post.

7. To discard the form and start a new draft, click Start New Draft at the top or bottom of the screen.

Any information you entered will be discarded and a new, blank form is displayed.

8. To print the form, click Print at the bottom of the screen.

A print dialog box for your printer is displayed to select your print options.  

9. To save the form as a draft to complete at a later time, click Save Draft at the top or bottom of the screen.

The draft is saved and is available in the Drafts tab.

10. To submit the form, click Submit Request at the top or bottom of the screen.

A confirmation message is displayed indicating that the form was submitted with options to Print the form or Start New Request.

Viewing a Draft Form

Draft forms that have been saved can be viewed and completed, or discarded if not needed.

1. In Forms menu, click the form.

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2. Click the Drafts tab.

All your saved drafts of the form are listed.

3. To delete a draft that is no longer needed, click the red minus sign next to the form title.

4. In the confirmation message, click OK.

The draft form is deleted.

5. To view a draft form, click View next to the form title.

The draft form is loaded in the Form tab to view, complete, and submit.

Mass Printing Forms

The Mass Print tab allows you to print blank forms for one or multiple students. A form can be printed for each of the student's schedule records. If the Student Dropdown was included on the form, it will be populated with the student's name.

1. In Forms menu, click the form.

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2. Click the Mass Print tab.

3. Enter search criteria to locate the student.

4. Select Multiple Records for each Schedule Record if you would like to print a copy of the form for each of the student's schedule records.

5. Click Search.

6. Select the check box next to each student to print, or select the check box in the column header to select all students in the list.

If the option "Multiple Records for each Schedule Record" was selected on the previous screen, the student will display multiple times, once for each schedule record. The course and section name is listed for each schedule record.

7. Click Print Forms.

The forms are displayed.

8. To print the forms, click Print Forms.

A print dialog box for your printer is displayed to select your print options.  

9. To return to the form screen, click Return to Focus.

Viewing Form History

The History tab displays all the forms you have submitted and each form's approval status.

1. In Forms menu, click the form.

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2. Click the History tab.

All of your submitted forms are listed. The Approval Status column indicates if the form is approved, denied, or pending approval.

3. Hover over the Pending hour glass to view the users who need to approve the form.

Hovering over the Approved check mark or Denied x displays who approved or denied the form and the date and time it was approved or denied.

4. To view a form, click the Instance ID link.

The form displays in the Form tab. The form fields are grayed out and are not editable. The form can be printed by clicking the Print button.