TABLE OF CONTENTS

• Accessing Form Data
• Downloading Form Data 
• Forms in Student Records
  • Regular Forms Screen
  • Form Controls
  • Medical Forms Screen
• Viewing Form Data
• Parent Form Results Screen
• Archiving and Un-archiving Templates
  • Archiving Templates
  • Unarchiving Templates

Accessing Form Data

Form Data is available to download from the Template itself, and is displayed on student's Student Data>Modify Student>Forms and Student Data>Modify Student>Medical>Forms screens.

Downloading Form Data 

Data is downloaded into an Excel spreadsheet by clicking the Excel icon for the Template:

Forms in Student Records

There are two "Forms" screens in student records:

• Regular Forms (non-medical forms) - All forms are listed on the  Student Data>Modify Student>Forms screen.
• Medical Form - Forms visible only to users who are linked to "Nurse Staff Members"  - All medical forms are listed on the Student Data>Modify Student>Medical>Forms screen.

Regular Forms Screen

The standard forms screen, Student Data>Modify Student>Forms, lists all forms published to this student. The list includes medical forms.

If the user is not linked to a Nurse staff member, they can see the listing for the medical form but cannot view its contents.

The screen contains current year forms for the student in the top section and all prior year forms in the bottom section:

Form Controls

The screen includes 3 controls for the student's forms:

• Reset Form () - This button only appears for forms published to the student that have been responded to in the Parent/Student portal and currently contains data.   This clears data from the student's form, and "unfinalizes" it if it had been finalized.
• Exempt Form () - This button only appears for forms published to the student which have not yet been responded to in the Parent/Student portal (i.e. contain no data).  This does not recall the form from the student, but indicates the form need not be filled in for the student.
• Recall Form () - This recalls the published form from the student, removes all data, and "unpublishes" the form from this student.

Medical Forms Screen

Only Medical Forms are displayed on the Student Data>Modify Student>Medical>Forms screen.

Note that the Reset, Recall, and Exempt controls do not appear on the Medical Forms screen.

Viewing Form Data

To view the form data for the student, click on the name of the form:

If the name is not a highlighted link, you do not have permission to view the form's data (e.g. "Nurse - Health Information - by Parents (Nurses Form)" in the above example.

The form data is displayed on the screen:

The data cannot be updated from this view - it is read-only.

Parent Form Results Screen

A new tab has been added to view Parent Form Results. This tab can be found from Parents>Forms>Results.
The Results screen allows you to view all questions in a form and allows sorting and filtering by the specific answers from each question.

In addition, you may add in any additional student columns by use of your already existing Search Result Views (Student Data>Student List>Search Result Views). After adding your columns, sorting and filtering the results, you may then export the data to excel by use of the Excel button at the top of the screen.

- Only Forms Templates that have been filled out by parents will be available in the Parent Form drop down

- Column headers are based on the 'Report Text' column found on questions in your Parent Forms. If 'Report Text' is not found on a question then the column header will default to 'Question x' where x is set to the question sequence on the form.

Archiving and Un-archiving Templates

Archiving is designed to hide Templates that are no longer actively needed but whose data you wish to continue to store in the system.

It is a mechanism for reducing clutter on the Parent Access>Forms>Templates>List screen.

By default, the Parent Access>Forms>Templates>List screen displays only unarchived Templates.

There is a Filter control at the top of the screen - click the icon to the right, and from there, you can check/uncheck "Show Archived Forms":

Archiving Templates

Every non-archived Template has an  button on the right side of the screen:

or

To archive the Template, click the corresponding  button.

Unarchiving Templates

Once a Template is archived it no longer appears by default on the Parents>Forms>Templates>List screen.

To bring it back, click the icon to the right of the "FILTERS" verbiage -

 and from there, you can check "Show Archived Forms" in the pop up that appears and click OK.

When archived Templates are then listed, the list of actions includes an  button:

Clicking the  button returns the Template to always being visible.