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< Back to Review page documentation

Overview

This section covers how to manage Staff accounts in the SchoolEnage platformfind forms submitted by your end users.

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Review page

To access the list of staff users/profiles follow the steps below Review page:

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  1. In the main left-hand menu, click “Users”

  2. Click “Staff”

Create a staff account

  1. “Review”

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Searching for form submissions

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 import staff fromPowerSchool (see next item).

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

  1. Click the “+ Create” button at the top of the table

  2. In the popup, enter the required fields

  3. Click “Save”

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

Note

WARNING: Once you delete the account, it cannot be recovered.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:

Field name

Description

Keyword

Filters forms by the “Assignee” first and last name

Form

Filter results based on a particular form.

Info

Note: You will only see active forms which you have access to.

Status

Filters forms based on the different form statuses

School

Filters forms based on the assigned school

Advanced search

To access more search options, simply click the “> Advanced Search” button located beneath the basic search fields on the Review page.

Listed below are the options in the advanced search form:

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.

Apply PowerSchool Student Import

Selecting this option will import students selected in PowerSchool as your query for students.

Info

This feature requires the SchoolEngage Student Group Selection plugin to be installed in your district’s PowerSchool.

For more information on importing student lists from PowerSchool, view the Importing selected students from PowerSchool page.

Document status

Find forms with a particular PASI / CASI status. For more information regarding the different statuses, please see PASI Document Statuses.

Writeback status

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

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FAQ

In the Review Page, why can’t I see an application?

Here are a few reasons why you’re unable to see a registration form for a parent:

  1. Registration Type forms that have not been submitted by the parent yet cannot be seen by the staff on the Review Page.

  2. There is a School selected on the application, and your staff account does not have the necessary School Rights to access the application.

  3. There is a Form Category setup on the form, and your role does not have rights to the form category