Admins can request and manage forms using the FORMS Dashboard by following these steps:

  1. Select Admin/Staff from the Mode dropdown menu.
  2. Navigate to the FORMS Dashboard to access and manage form requests.

             

3. Choose the recipients (Admin(s), Teacher(s), and/or Staff) who will receive the form request.


4. Select the desired form from the Form/Packet Dropdown and click REQUEST to submit the form request.


5. Enter a Request Due Date using the Date Picker.


6. Confirm the request by selecting the YES button, or cancel it by selecting NO.


7. After confirmation, you will receive an Instruction Message verifying the success of your request.


8. Track progress by navigating to the ACTIVITY tab on the dashboard.


RELATED ARTICLES:

Add & Invite New Admin to a Provider Site

Add New Teachers to a Provider Site

Send Messages to Staff Admins and Teachers

Overview - Teacher Mode