Forms & Surveys: Create a New Form

Table of Contents

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

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

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

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

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).

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.

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.

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.

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

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

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

Form must be Activated in order to send to recipients.

Choose how 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

Forms can be created in district scope and be pushed to the child scopes as well.

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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.