HDC Overview Page: Import Digitally Signed Forms

Table of Contents

• Navigation
• Importing
• Sending Reminders for Unsigned Forms
• Viewing Historical Data
• Policies
• Invalidating a Signed HDC Form
• Regenerating Signatures

Navigation

• Access the HDC Overview:
  • Admin > Portal Management > HDC Overview
    

Importing

• Configure filters to refine the report:

  • Site/Learning Center: Filter by specific Learning Center.
  • Teacher of Record: Filter by specific teacher.
  • Supervised By Section: Filter by supervising staff.
    

• Use the Filter By dropdown for targeted data:

  • All Students: View all students, with or without completed documents.
  • HDC Signed: View students with signed documents.
  • HDC Signed and SIS Value Differs: Identify students whose signed HDC form status differs from their SIS record.
  • HDC Not Signed or Needs Re-Signed: Identify students needing reminders.
  • Opted Out: View students with a signed Opt-Out form.
  • Signed Date Errors: Identify forms with signing date issues.

• To import:

  • Select HDC Signed and SIS Value Differs.
  • Check the box to include documents signed outside the HDC window.
    
  • Select the desired students and click Import Eligibility.
    

    
  • Confirm the import process.
    

  • Please note that while the system automatically captures a snapshot of the imported data for record-keeping purposes, it is advisable for schools to utilize the Download option to obtain a PDF of the forms they plan to import. This process can be efficiently completed in bulk by selecting the desired students and clicking "Download HDC Documents for selected students."

    

Sending Reminders for Unsigned Forms

• Filter using HDC Not Signed or Needs to be Signed.
  
• Select the students and click Send HDC Reminders.
  

  

   

Important: Ensure a trigger email is set up:

• Navigate to Admin > Settings > Trigger Emails.
• Enable and configure the "Student: HDC Reminder Message".

Viewing Historical Data

• Access historical imports:
  • Admin > Portal Management > HDC Overview > HDC Overview Import Snapshot
    
    
• Search by date range or student name.
  
• Click Download Snapshot to generate a PDF of the import data.

Policies

• To enable the HDC form for adult students:
  • Admin > Portal Management > Portal Settings / Policies
  • Enable the policy for displaying the HDC form for students aged 18 and older.
  • 
  • Add adult students to the "Adult Students Signing HDC in portal" group:
    • Admin > Settings > Security > Groups.

Invalidating a Signed HDC Form

• Navigate to Admin > Portal Management > HDC Overview.
• Select the relevant students and click Invalidate Records.
  
• Confirm by typing CONFIRM in all caps.
  
• Click Invalidate HDC Documents and Send Re-Sign emails to prompt parents for new signatures.

Regenerating Signatures

• Attempt to recreate the document using the original request.
• Download and verify the new PDF.
• If valid, click Keep Document.
• If regeneration fails, proceed with the standard invalidation process.