The Form Submissions screen is used to view submitted, draft, and processed forms that were created and published from the Forms screen. Submitted forms can be approved, denied, or sent back. Status labels can also be updated on forms.
The Pending tab displays submitted forms that are pending review and approval.
1. In the Setup menu, click Form Submissions.
The Pending tab is displayed by default, displaying submitted forms that are pending review and approval. Only forms for the school and school year selected at the top-right of the screen are listed.
2. Select All Schools to view forms for all the schools you have access to.
3. Select All Years to view forms from all school years.
4. Click View next to a form to view the form in a new tab.
5. If desired, change the form status using the Change Status pull-down. Options set up in Forms > Status Labels are available for selection.
6. Click an action.
- Approve - The form status is updated to Approved, and the form is moved to the Processed tab.
- Send Back - Optionally, enter the reason for sending the form back and click OK. The form status is updated to Sent Back, and the form is moved to the Processed tab.
The parent/student will receive a Portal alert: "A form you submitted was recently processed. Click here for details." The parent/student can click the link to navigate directly to Applications & Forms.
On the Applications & Forms screen, the form will have a status of Sent Back, and the Reason column will display the reason entered. The parent/student can click Review to review and update the form.
- Deny - Optionally, enter the reason for denial and click OK. The form status is updated to Denied, and the form is moved to the Processed tab.
The parent/student will receive a Portal alert: "A form you submitted was recently processed. Click here for details." The parent/student can click the link to navigate directly to Applications & Forms.
On the Applications & Forms screen, the form will have a status of Denied, and the Reason column will display the reason entered. The parent/student can click Review to review the form, but cannot make any updates.
The Drafts tab displays forms that were saved as a draft, but were not submitted.
1. In the Setup menu, click Form Submissions.
2. Click the Drafts tab.
Only forms for the school and school year selected at the top-right of the screen are listed.
3. Select All Schools to view forms for all the schools you have access to.
4. Select All Years to view forms from all school years.
5. Click View next to a form to view the form in a new tab.
6. If desired, change the form status using the Change Status pull-down. Options set up in Forms > Status Labels are available for selection.
The Processed tab displays forms that have been approved, denied, or sent back.
1. In the Setup menu, click Form Submissions.
2. Click the Processed tab.
Only forms for the school and school year selected at the top-right of the screen are listed.
3. Select All Schools to view forms for all the schools you have access to.
4. Select All Years to view forms from all school years.
5. Click View next to a form to view the form in a new tab.
6. If desired, change the form status using the Change Status pull-down. Options set up in Forms > Status Labels are available for selection.
The All tab displays all forms, including submitted, in progress, approved, denied, and sent back forms.
1. In the Setup menu, click Form Submissions.
2. Click the All tab.
Only forms for the school and school year selected at the top-right of the screen are listed.
3. Select All Schools to view forms for all the schools you have access to.
4. Select All Years to view forms from all school years.
5. Click View next to a form to view the form in a new tab.
6. If desired, change the form status using the Change Status pull-down. Options set up in Forms > Status Labels are available for selection.
