Interactive Forms Manager
- Online completion and submission of forms offers considerable savings over paper-based systems by reducing paper, printing, and copying.
- Configurable electronic routing and approval reduces handling costs and the time required for manual routing and approval.
- Built-in form creation wizard makes it easy to ‘web enable’ an unlimited number of existing district paper-based forms.
- Flexible and comprehensive data reporting and exporting on any field in any form.
- Integration with SchoolStream's District Calendar automates forms related to events such as facility use, community education and professional development registration, fund-raising, etc.
Overview
The Interactive Forms Manager module has features that can virtually eliminate the need for and cost of paper-based forms within a school district. Not only can staff, parents, and the community complete forms online, but they can electronically route them through a configurable multi-level approval process. This saves the cost of printing blank NCR forms, printing completed forms, and manually routing forms through inter-district mail all while increasing efficiency of the approval process. This module comes with a number of widely used generic forms and each district can create an unlimited number of unique forms using the easy to use built-in forms creation wizard.
Features
Administrator:
- Easily create an unlimited number of forms.
- Set the number of approval levels.
- Manage form approver roles.
- Export filtered form data in a variety of formats.
- Automated notifications can be set to notify administrative staff, who are not part of approval process, of forms approval/denial allowing them to take necessary actions.
- Create dynamic reports based on submitters, approvers, and status down to the individual field level on any form.
User:
- Access published forms.
- User friendly form completion, Taking advantage of convenient features such as drop down selections, check boxes, radio buttons, form completion instructions, and routing instructions.
- Submit forms for approval.
- Print forms.
- View real-time status of all submitted forms.
- Save forms in progress for further completion before submission.
- Receive e-mail notifications of form status and approval.
Approver:
- Receive system-generated e-mail notification with link to each submitted form.
- Review submitted forms.
- Comment on submitted forms if appropriate.
- Approve/deny forms.
- Route to next approver.
Manager:
- View and manage assigned forms.
- Dynamically report on assigned forms.
Creator:
- Create and modify forms and configure corresponding routing levels.
