Overview – The student’s page is where you will have the ability to view student-related forms, send invites, export, print, and view the history of the document. 

Access - You will find the Student Manager page under tools > manage students. When the page loads it will look similar to the image below. For this guide, we want to ensure we are on the Forms tab.

Action Items – 

  1. School Year – Drop down that allows you to choose which school year you would like to filter by. It will then only display that school year. 
  2. Building – Drop down function that allows you to choose which building you would like to filter by. It will then only display that building. 
  3. Search – This is a free text box that allows you to search specific items or names. 
  4. Clear Button – When you click this symbol it will clear all selected filters to their default values. 
  5. Export Button – Will allow you to export details about Student Forms including form types, first name, last name, etc. depending on what action you choose when clicking on the action. 
    1. Export all Rows – This will export every single row into an Excel file to view or download. The items included into this spreadsheet is last name, first name, middle name, form type, school year, building, and grade. 
    2. Export Selected Row – Will export just those that you have selected. It will provide the same information as “export all rows”. 
    3. Export Selected Rows with Details – This does not work as of right now. 
  6. Add Student Invite – This is how you will invite a student to fill out the appropriate paper work depending on the invitation you choose (Form Group). The invitation is digital and will go to the email address you provide. Below is the dialog box that will appear. 
    1. Student Search – Allows you to search student contacts and autofills the info in the dialog box, if you select a student. 
    2. Unless you autofill, you may need to add all the qualifying information in order to connect the student later. Meaning make sure you complete all fields especially a good email address. This is where the invitation will be sent.
    3. Form Group – You will choose from the drop down on what information you want sent out i.e., student registration, medical forms, etc.
    4. Once you have completed all of the fields you can hit “invite” and a link to fill out the paperwork will be sent via email (the one you provide). 
  7. Email Selected Students – This function is greyed out until a student(s) is selected. Once the appropriate student(s) are selected and you click on the button the email wizard dialog box with appear (see image). 
    1. Contact – If you failed to add a student contact prior to the button press, you are able to use the drop down to add additional contacts. You can also free type and search for a specific contact. 
    2. Contact Group – If you have previously set up a contact group by going to tools > manage contacts you will be able to select the entire group vs. selecting individuals with this drop down.
    3. Delete – The “X” icon allows you to remove anyone from the email contact list. 
    4. Sent to Options – You have the option to send emails directly to students (if email is on file) or their parent/guardian. 
    5. Next/Cancel – After you have ensured you have the appropriate contact selected you can click next.You may select cancel if you wish but this will remove all items and take you back to the Student Tab. 
    6. Compose Email – Once you have selected the contacts and hit next a new dialog will appear. This is where you will choose your subject and body of the email. You will have normal functions like most email programs i.e., bold text, adding links, adding images, etc. 
      1. Back/Next – You will have the option to go back to the previous contact list screen. IF, you choose next it will take you to the next dialog, confirm screen/send.
      2. Confirm/Send – Here you will have the ability to see how many contacts you are sending to, the subject of your email, and the body message. You can still to go back to make edits or if you hit send, it will send the emails to the selected parties. 
  8. Add a Contact Group – This function is greyed out until you select at least one contact from the list. Once you select a contact and hit the green add a contact group button a dialog box will appear. What this dialog box is wanting you to do is add contacts to previously set up contact groups. You can create contact groups by going to tools > manage contacts. Once you have selected the appropriate group you can either click cancel or confirm. Once you confirm the action has been done and that person(s) will be a part of that contact group. 
  9. Arrow Select – When clicking on this little arrow a drop-down (see image) will appear with forms that are tied to that specific student. You will be able to print/download the form and view the submission and last modified dates. If you double-click the form title you will see the entry view on the form to the right. See the entry view below for more details (#11).
  10. Funnel Icon – This allows you to filter through a student(s) by either their last, first, or middle name, DOB, and grade. 
  11. Entry View – If you double click on one of the forms on the left-hand side you will be able to view and edit the form on the right-hand side. Be careful because anything you edit and then submit in the lower left of the entry view will be saved. Good practice to ensure you have the correct data prior to submitting. 
  12. Print View – Allows you to view the item prior to printing. In the top left of the print view, you will also have the ability to zoom in/out and fit image to width. 
  13. History View – Allows you to view the full history of the document from the time parents fill out the information to workflow to any edits that you may have occurred. It will give you details i.e., dates, action, details, and the name of the person you made the changes.