---
title: "Forms & Surveys: Create a New Form"
description: The Forms & Surveys module will allow schools to create their own custom forms, and then distribute them to students, parents and others via email, a direct link, the student and parent portals, as well as Reg-Online.
---

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1. [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge?hsLang=en)
2. [Forms & Survey](https://help.schoolpathways.com/knowledge/forms-survey?hsLang=en)
3. [Create a Form & or Survey](https://help.schoolpathways.com/knowledge/forms-survey?hsLang=en#create-a-form-or-survey)

September 9, 2026

# Forms & Surveys: Create a New Form

## The Forms & Surveys module will allow schools to create their own custom forms, and then distribute them to students, parents and others via email, a direct link, the student and parent portals, as well as Reg-Online.

---

**Table of Contents**

1. [Navigation](https://help.schoolpathways.com/knowledge/forms-surveys#zero)
2. [Forms & Surveys Management Dashboard](https://help.schoolpathways.com/knowledge/forms-surveys#One)
3. [Creating the Form](https://help.schoolpathways.com/knowledge/forms-surveys#two)
4. [Activate the Form](https://help.schoolpathways.com/knowledge/forms-surveys#activate)
5. [Signatures and Work Flow](https://help.schoolpathways.com/knowledge/forms-surveys#Signature)
6. [Send form to Recipients](https://help.schoolpathways.com/knowledge/forms-surveys#sendform)
7. [District Push](https://help.schoolpathways.com/knowledge/forms-surveys#last)

---

##### Navigation

- Go to **Admin \> Forms & Surveys**

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-21-2023-04-33-03-0231-PM.png)**

---

##### **Forms & Survey Management**

**Dashboard View:**

- **Copy:** Copy the Document for future use, or to make edits to an Active Form
- **Edit:**    Allows you to edit the form if it hasn't been activated yet
- **Preview:** Allows you to see the what your form looks like, as well allows you to Print the form if you would like someone to fill out a paper form.
- **Workflow:** Allows you to have the form approved prior to the form going live
- **Report:** Will give you an overview of who has opened the form, filled out the form, answers that were provided etc

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Aug-22-2023-06-16-29-8525-PM.png?width=670&height=142&name=image-png-Aug-22-2023-06-16-29-8525-PM.png)**

Icons across the top of page will appear grey until at least one form has been created

 

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-21-2023-04-35-20-8977-PM.png)**

---

##### **Creating A New Form**

- Click the **Plus Sign** to the far right of the screen
- Click **Form :** One form 
    - or
- **Folder:**  Store multiple forms for the same topic Ex : Field Trips

![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Apr-21-2023-04-41-37-3529-PM.png?width=524&height=218&name=image-png-Apr-21-2023-04-41-37-3529-PM.png)

**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 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
- **Select whether the form is Standard, Anonymous, Or Secure** 
    - **Standard:** Forms are completed and signed without the respondent having to directly login, use when distributing via email or through the portal.
    - **Anonymous:** All responses will be anonymized. All distribution methods can be used but no data will be tracked back to who responded.
    - **Secure:** Users are required to be logged into an account for signatures and completion. Access to the form is restricted to whomever the form is intended for.

![Screenshot 2026-09-09 at 3.46.53 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202026-09-09%20at%203.46.53%20PM.png?width=670&height=173&name=Screenshot%202026-09-09%20at%203.46.53%20PM.png)

 

- Click the **Plus Icon** to the right of the screen to start creating the form

![](https://help.schoolpathways.com/hubfs/image-png-Apr-21-2023-07-35-22-7635-PM.png)

 

**Options When Clicking the + Sign: Start of creating your form**

- **Question Group Option:** Allows you to put more than one question on a row
- **Question Option:**  What data you want to collect on the form
- **Title & Description:** Allows you to have the title appear on the form
- **Image:** Upload an Image to your form
- **File Upload:** Adds an option for the form completer to upload a file
- **Signature:** Add signature lines

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-24-2023-05-33-12-2075-PM.png)**

 

**Options for Type of Question(s):**

- **Question Group Option Sample:** allows you to put more than one question on a row(see sample below of letter preview) **EX:** Student Information (First, Last Name) Parent Information ( Email, Address).

**![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Apr-24-2023-05-34-18-4117-PM.png?width=670&height=195&name=image-png-Apr-24-2023-05-34-18-4117-PM.png)**

- **Question Option:**  What data you want to collect on the form
- **Columns** allow you to have items such as First, Last Name next to each other.
- Click the **+ sign** each time you want to add a new line item
- Click **Save** and/ or  **Preview** to Review the Form once complete.

**![Screenshot 2025-11-19 at 3.11.11 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%203.11.11%20PM.png?width=290&height=108&name=Screenshot%202025-11-19%20at%203.11.11%20PM.png)**

---

##### **Signatures and WorkFlows**

- If you do not want a signature line click the **trash icon** and that area will turn red.
- To edit the signature select the icon next to the trash can. Here is when you can make the signature also **optional or required.**

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-24-2023-05-49-44-1768-PM.png)**

 

**Work Flow**

- Work Flows will appear once you add a signature to your form and press save.
- You can also adjust the Workflow on the Dashboard by selecting the Workflow icon to the right of the survey.

**![Screenshot 2025-11-19 at 2.50.20 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%202.50.20%20PM.png?width=670&height=150&name=Screenshot%202025-11-19%20at%202.50.20%20PM.png)**

- Edit the Workflow and how the person or staff needing to signature is notified by selecting the notepad next to the signature type.

**![Screenshot 2025-11-19 at 3.03.13 PM](https://help.schoolpathways.com/hs-fs/hubfs/Screenshot%202025-11-19%20at%203.03.13%20PM.png?width=670&height=150&name=Screenshot%202025-11-19%20at%203.03.13%20PM.png)**

- To determine the flow, move the Signatures by using the icon to the far right of the signature.

 

---

##### **Activate Form :**

- Click in the **box next to the form** you want to activate
- Click **Activate**
- Now you will see **ACTIVE** next to the form

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-21-2023-10-36-04-4979-PM.png)**

**\*\*\*Once the Form is Active is can't be edited**

---

##### **Send Form to Recipients:**

**Form must be Activated in order to send to recipients.**

- Click the **checkbox** next to the form you want to send
- Click **Send**

**![](https://help.schoolpathways.com/hubfs/image-png-Apr-21-2023-10-39-49-4711-PM.png)**

Choosehow you want to distribute the document

- **Student Email**: Sends an email with a link to fill out the form
- **Primary Parent Email:** Sends an email with a link to fill out the form
- **Primary Parent Household Email**: Sends and email that will automatically group students by shared Primary Parent
- **Parent Portal:** In the Parent Portal, the link to complete the form will appear under Forms & Survey Tab
- **Student Portal**: In the Student Portal, the link to complete the form will appear under Forms & Survey Tab
- **Primary Parent Household Portal:** In the Household Portal, will automatically group students by shared Primary Parent

Click **Send** 

![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-May-02-2024-09-13-14-8398-PM.png?width=568&height=447&name=image-png-May-02-2024-09-13-14-8398-PM.png)

 

---

##### District Push

- Forms can be created in district scope and be pushed to the child scopes as well.
  
  .![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-29-2023-05-15-03-2899-PM.png?width=595&height=245&name=image-png-Nov-29-2023-05-15-03-2899-PM.png)

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    - [Student Lottery System-Standalone Product](https://help.schoolpathways.com/knowledge/student-lottery-system?hsLang=en#student-lottery-system-standalone-product)
    - [Student Lottery System : How to Run the Lottery](https://help.schoolpathways.com/knowledge/student-lottery-system?hsLang=en#student-lottery-system-how-to-run-the-lottery)
    - [Student Lottery System Setup](https://help.schoolpathways.com/knowledge/student-lottery-system?hsLang=en#student-lottery-system-setup)
- [Student Dashboard](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#main-content)

    - [MISC](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#misc)
    - [Add Notes](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#add-notes)
    - [Icon Definitions](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#icon-definitions)
    - [Tabs/ Links](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#tabs-links)
    - [Special Programs](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#special-programs)
    - [Discipline](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#discipline)
    - [Cume File](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#cume-file)
    - [Medical Tab](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#medical-tab)
    - [Embedded Letters](https://help.schoolpathways.com/knowledge/student-dashboard?hsLang=en#embedded-letters)
- [Staff Dashboard](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#main-content)

    - [Personal Account Settings for Admin/Teachers](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#personal-account-settings-for-admin-teachers)
    - [Dropdowns](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#dropdowns)
    - [Tabs/Icons](https://help.schoolpathways.com/knowledge/staff-dashboard?hsLang=en#tabs-icons)
- [Special Programs](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#main-content)

    - [Special Programs Basics](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#special-programs-basics)
    - [CERS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#cers)
    - [How to Upload an IEP File into Student Notes](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#how-to-upload-an-iep-file-into-student-notes)
    - [NPS](https://help.schoolpathways.com/knowledge/special-programs?hsLang=en#nps)
- [Student/Parent Portal](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#main-content)

    - [Guides for Teachers](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-teachers)
    - [Guides for Parents/Students](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-parents-students)
    - [Admin/Staff User Guides](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#admin-staff-user-guides)
- [Testing](https://help.schoolpathways.com/knowledge/testing?hsLang=en#main-content)

    - [Reports (SSRs)](https://help.schoolpathways.com/knowledge/testing?hsLang=en#reports-ssrs)
    - [PFT Submissions Manual 2018-2019](https://help.schoolpathways.com/knowledge/testing?hsLang=en#pft-submissions-manual-2018-2019)
    - [NWEA](https://help.schoolpathways.com/knowledge/testing?hsLang=en#nwea)
    - [Test Module](https://help.schoolpathways.com/knowledge/testing?hsLang=en#test-module)
- [Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#main-content)

    - [Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement)
    - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides)
- [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content)

    - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies)
    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [System Updates & Release Notes](https://help.schoolpathways.com/knowledge/system-updates-release-notes?hsLang=en)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)
- [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

```json
{
  "@context" : "https://schema.org",
  "@type" : "Organization",
  "address" : {
    "@type" : "PostalAddress",
    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```