Create a Form & or Survey
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      1. Help Center
      2. Forms & Survey
      3. Create a Form & or Survey

      Create Custom Survey

      Note: You have the ability to create a Form or Survey within the District Scope and then distribute it to the Child scopes.

       

      Navigation:

      Admin > Forms & Surveys

      Forms & Survey Management Things to know

      • Form can only be distributed if the form is active(do not make active until you have completed creating the form)

      Workflow :

      Approvals

      • You can add a final approval
      • You can have a specific order of signatures and approvals
      • If a form is rejected in the Workflow process, users can now elect to send the form back to the Student or Parent to redo or update the form.

      Archiving

      • You can Archive the form to a students archive by clicking the "Archive" section when creating the form, the form can then be found under the archive compliance report
      • You can make a form "Repeatable" by clicking the section when creating the form

      • Forms sent to parents can  be archived based on the student for whom the form is completed. In addition, any files uploaded to a Form can also be included in the Student Archive.

         

      Icons across the top of page will appear grey until at least one form has been created, and you place a checkmark in front of the form to acknowledge that this is the form you want to work with at the moment

       

      Add New Form

      Click the Plus Sign to the far right of the screen

      Click Form : One form

      or

      Folder: Organize your dashboard to locate forms easier, Store multiple forms for the same topic 

      Ex : Field Trips

       

      Create A Form(s)

      Choose your Form Settings: 

      Form Name: Name Your Form

      Form Type: 

      • One time :  You won't use the form again
      • Repeatable Form: If this is a form the student will have to repeat on a regular basis

      Include in Reg Online: If Marked, The form will be visible for use with Reg Online

      Include this Form In Student Archive: If Marked, The form will go to the Zip File for Archive and can be found under Archive Compliance Report

      From Archiving Handle: Create a new section to locate the archived form on your Archive Compliance Report 

      Form Repetition Requirements: Do you want this form to repeat its use? If so click in the box to choose the frequency

      Form Expiration: After the date provided, the form cannot be completed any longer. It will still be there, but you’ll get an error if you try to open it to fill in

      Options When Clicking the + Sign: This is how you Start of creating your form

      • Question Group Option: Allows you to put more than one question on a row (groups everything together)
      • Question Option:  What data you want to collect on the form
      • Title & Description: Allows you to have the title appear on the form, block of text format.Can add Hyperlink to add, user can upload a file.
      • Image: Upload an Image to your form
      • File Upload: Adds an option for the form completed to upload a file (such as a handbook)
      • Signature: Add signature lines they can be made required if needed when form is submitted
        You can choose the order of signatures if necessary. 

       

      Next Choose 

      Data Type: Data Fields should be available. Students, Parents, or something you makeup

       what question (or question type for custom) do you want to ask?
      You can make this information mandatory, the database can and or will be updated in the database based off the preferences chosen during setup.
      Example: If Under
      • Data Type you choose : Students Name
      • Data Field you choose First Name

      When the student opens the form in their student portal to fill out, the name section will automatically be filled in for them, if you chose to "update sis record" at the start of creating the form, the student can update their name information on the form and it will automatically update the student record in the SIS

                                   

      Student: Is the form Directed to a Student

      Parent: Is the form Directed to a Parent

      Custom: Customize the Form to add dropdowns ETC (see examples of custom data fields below the screen shot)

       

      Data Field Preview:

      Text Area: Allow the Students/Parents to Type in Paragraph Form

      Radio Button: 

      Drop Down Menu:

      CheckBox:

      Linear Scale: Create a One Question Survey 

      Multiple Choice: Create A Survey with Multiple Choice Rankings

      Custom Grid: Don't see a format you need, create your own from scratch.




      Important:

      If when you add a question and you click YES to Update SIS Record, it will update name in the SIS. Our system auto defaults this particular question to NO!

      So currently in production the fields that are updated are
      1. First Name
      2. Last Name
      3. Street Address
      4. Cell Phone number
      5. Home Email
      If a student opts to use their preferred name, the system will update that specific field. This process functions similarly when the changes are implemented in the production environment.

       

      Sample Completed Survey

      Click Save once you are complete with the form

       

       

      How to Activate and Send out the Form

      Place a Checkmark in the box next to the form you want to activate

      Click Activate if you are ready to send the form out to your audience

      • Once you Activate the form, you will not be able to edit the form, you can copy the form and make edits on the new form if needed

      Choose the dropdown under Send to choose who and how your recipients will receive the Form & or Survey

      Copy URL: You can send the link to fill out the form from an email or post the URL on a website

      Student Email: Students will get a link in the email in the SIS to complete the form

      Primary Parent Email: Parents will get a link in the email in the SIS to complete the form

      Parent Portal: Parents will have a form on the Forms & Survey Tab in the portal to fill out

      Student Portal: Students will have a form on the Forms & Survey Tab in the portal to fill out

       

      More Guides to Assist, click the links below to navigate to the User Guides

       

      Forms and Surveys can be created in the District scope and pushed to a child scope