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Overview

This section covers how to find forms submitted by your end users.

Table of Contents

Review page

To access the Review page:

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

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.

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.

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.

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 ““ 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 “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 Pencil icon on the row you wish to edit

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

  3. Click “Save”

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 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

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

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