Student forms and sub forms are added and edited from the Forms tab on the Student's Profile.
Assigning a Form to a Student
- Either drill down on a student from a test or search for the student on the Students tab
- Select the Forms tab
- Click Add Form
A list will appear divided by form category, then primary form, and then sub form. Any form can be added more than once. For each form added, you will see the form title, description, assigner, and date of assignment.
- To fill out the form, click View
Additional options will appear on the top toolbar, and the form itself will appear below.
Simply fill out the form (including all pages on the right), and click Save. If you need to notify all staff for this student of any significant changes, click Mark as Updated.
Use the printer icon to generate a PDF copy of this form.
The Archive option will allow you to archive a form to show that the form is completed.
The red X icon will allow you to delete this form.
The Refresh Data icon will update the Student and Test Information question types with the student's current data. Be careful as this will overwrite the original snapshot of data!
To go back to the form list, select View All Forms in the upper right.
Viewing Student Forms
Once a form has been assigned to students, the list of students who have the particular form can be viewed on the Analyze tab under My Student Groups. Select the form and the list of students who have the form will appear in the list in the middle of the screen. Simply select the student's name and click on the Forms tab to view the form.
Attaching a Document to Students
Anyone who has access to a student's profile can add a document to a student.
- To attach a document, click Attach Document.
- Click Browse to select the file to upload
- Title the document
- Enter a description (optional)
- Select a date that will be associated with the document, such as the date the document was created
- Click Upload
The document will appear under Portfolio Items. The document can be viewed by clicking View or deleted by selecting Delete.
Mass Assigning a Form
Anyone with the Data Administrator or Student Forms Administrator roles can mass assign forms to students. To mass assign or fill in default values on a form for a group of students, select Assign Form to Students from the Manage tab under Student Forms and click Next.
Select an assignment method, select the form, and click Next.
Only add to new students - this option will assign the form only to students who do not already have the form.
Replace any existing form - this option will automatically archive the existing form (if the form has been previously assigned to a student) and add a new form.
Add as a new form to all students - this option will assign the form to all students designated, regardless if they already have the form.
Create a .txt file with student ID #'s. Remove any column headers. See example file below.
Browse for the file and click the Upload button. The student ID#'s, along with their names should appear under Found Students. Click Next.
Complete the default values for the form. Once the form is assigned, the form can be customized for each student. Click Next and Finish. The form can be viewed under the student's profile on the Forms tab.