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Once forms have been assigned or submitted, they can be found on the Review page. At the top of the review page is a search form.

Tip

TIP: You can save your filters so that you can easily come back to them at a later date.

Basic search

Listed below are the options in the basic search form:

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Field name

Description

Assigned to me

Display forms assigned to you

Created by me

Display forms created by you

Apply student selection

This search only applies to student-based assignees.

Info

View the PowerSchool documentation to learn about the query options available.

  • Click “Edit Selection”

  • In this dialog, you have the ability to create a search based on actual PowerSchool fields

  • Click “Run Query” to view the student list based on your query

  • Click “Done” to apply and view your search results

For more information on creating queries view the “Creating student selections” page.

Import a staff account from PowerSchool

Once you are on the staff management page, you can follow the steps below to create a new staff account.

  1. Click the “Add From PowerSchool” button at the top of the table

  2. In the popup, search for the name or email in the search box

  3. Click the “Image Removed“ green plus button on person you would like to import, this will add the person to the section below

  4. Click the drop down “Role” under the “Staff to Add” section

  5. Select a Role you wish to apply to the staff import

  6. Click Image Removed “Import” button to finish

Edit a staff account

From the staff management page, you can edit account information by clicking the Pencil icon.

  1. Click the Image Removed Pencil icon on the row you wish to edit

  2. In the popup, update the details you wish to change

  3. Click “Save”

Info

TIP: Try using the Keyword search text box at the top of the page to find a specific contact.

Delete a staff account

From the staff management page you have the ability to delete a staff account.

  1. Click the Image Removed Trash icon on the row you wish to delete

  2. You will be prompted to confirm the deletion of the account

  3. Click “Yes” if you wish to delete the account

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Apply student group selection

Document status

Find forms with a particular PASI / CASI status

Writeback status

Find forms which have been written back to PowerSchool or not.

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