Parameter

Notes

Archive this form template

• We added the ability to archive and un-archive form templates. Archiving simply removes it from the list view. You can see the archived templates by checking "Show Archived Forms"
• Added a filter to show all forms or only those that have been published, and to show or hide archived reports.
• Added the ability to modify the sequence numbers in the list, either individually or in mass, similarly to the generic codes in a code table (see Setup -> Codes -> Modify Codes).

Hide header (Blue banner with Question and Answer columns) in the parents module

Hides the blue banners above each section of the form.

Hide 'Questions marked with an * are required' text in parents module.

Suppresses the statement "Questions marked with an * are required" that appears on the bottom of all forms - unless this option is checked.

Visible to these types of Parent Module Users

Indicate whether guardians can see the form, students can see the form, or only guardian 1 can see the form. If multiple people (guardians, student) can see the form, their answers can conflict. If the form updates student data fields, the most recent answer is the one that 'counts'.

Answers are posted to all students that are on the parent module account.

This converts the form from a single student form to a 'family form' and the answer applies to all students linked to the parent/guardian account.

Show and require users to check a Finalize checkbox before writing linked data back to the student. (Finalize checkbox will appear after clicking 'Update Answers')

This creates an extra step for the person filling the form: If this option is NOT checked, then every time the parent/guardian/student filling the form clicks "Update", the data is written back (and, potentially, the student's record is updated). If this option IS checked, then the parent/guardian/student filling the form is presented with a "Finalize" checkbox when they click "Update". If they do NOT check finalize, their answers are saved, but NOT written back to the student's record - and they continue to edit their answers. If they DO check finalize, their answers ARE written back to the student's record, AND they can no longer edit the form - it is frozen. To unfreeze it, the "Reset" operation can be used.

Never write data back to Student fields in Genesis. (for Response Types that directly update fields in Genesis such as 'Has Health Insurance')

The data should be kept only in the form itself and not written to the student's record (i.e. do not update student data fields from this form).

If Form not submitted give students this User Flag

If this form is a Daily Form (see below) the selected User Flag is turned on for all students to whom the form has been published during nightly maintenance EVERY NIGHT. It is turned off for each student once the daily form has been submitted by or for the student. That is, every day the selected User Flag indicates the form has NOT been filled in for the student on that one day.

If this is a DAILY FORM, do NOT apply the User Flag to students who are Virtual on that day.

If this form is a Daily Form (see below) and it has been paired with a User Flag (see above), do NOT turn the paired User Flag on for any student who is marked Virtual - using Rotation Groups - for "today".

Daily Form

This checkbox converts the form from a regular form, to a DAILY FORM which is reset to "Not Yet Submitted" during nightly maintenance every night. The form can be resubmit for each student to which it has been published every day. A user flag can be paired with the Daily Form to indicate which students have not yet filled in the flag for "today" (See above).

Lock all screens (other than forms) in Parents Module for Guardian User accounts until this form is completed. This option applies whether or not the form is visible to the Guardian.

This option locks out access to all other tabs in the Parents Module until this form - and all other similarly required forms - are filled in a submitted or finalized. This is for guardian accounts. The option below does the same thing for student accounts.

Lock all screens (other than forms) in Parents Module for Student User accounts until this form is completed. This option applies whether or not the form is visible to the student.

This option locks out access to all other tabs in the Students Module until this form - and all other similarly required forms - are filled in a submitted or finalized. This is for student accounts. The option above does the same thing for guardian accounts.

Allow access to 'Contacts' screen when using Lock all screens option.

This is a workaround for the above two "Lock out" options - it allows the user to go to the Contacts screen even if they would otherwise be locked out by an unsubmitted/unfinalized form.

Allow access to 'Documents' screen when using Lock all screens option.

This is a workaround for the above two "Lock out" options - and it prevents a double lock out situration. It allows the user to go to the Documents screen even if they would otherwise be locked out by an unsubmitted/unfinalized form. If you have set a Document up to similarly prevent access to other Parent/Student tabs if it has not been signed, a 'lockout' situation could occur where the unfilled Form prevents access to the Document, and the unsiged Document prevents access to the Form. This work around (and a similar one in the Doc Type) prevents this sort of locked situation.

Allow access to 'Letters' screen when using Lock all screens option.

This is a workaround for the above two "Lock out" options - it allows the user to go to the Letters screen even if they would otherwise be locked out by an unsubmitted/unfinalized form.

Make Nurse Form (form answers only available in Nurse/Medical screens)

This checkbox converts the form from a regular form, found on students' Student Data→Modify Student→Forms screen, to a "Medical Form", found on students' Student Data→Modify Student→Medical→Forms screen and accessible only to Nurses (i.e. to users who are linked to a "Staff" object flagged as a "nurse").

Visible in Parents Module from

From and To dates for when this form is visible in the parents module. After the end date, the form will not be visible in the Parent / Student module. This is how a form is 'turned off' without being recalled.

Can be filled in Parents Module from

From and To dates for when the form can be updated in the parents module. Outside these dates, if the form is visible, it cannot be updated, only viewed.

Preview Template

This button displays the questions as they will appear to users of the parent/student module.