Form Types
- Leo Yoon
Overview
Forms in SchoolEngage fall into two different types: Registration and Validation.
Table of Contents
Registration
Overview
Applicants who meet the criteria set by staff (set under Form Permissions) are given the opportunity to create an application.
Until Registration type forms are submitted by the applicant, they cannot seen by staff on the Review Page.
To ensure that the application is not tampered with after submission, by default, an application cannot be edited after submission.
Registration Type forms cannot be manually assigned to a user. If staff should be able to manually assign a form to users (whether it be to one user or en masse), please consider making the form a Validation Form.
Validation
Overview
Staff assign the application to SchoolEngage users manually. Like Registration type forms, users ability to submit the application is dependent on the criteria set by staff in the Form’s Permissions.
Assigning an application to a Student
To assign a form to an individual user
In the Navigation bar, head to Users > Students
Open the student’s profile by clicking on the button.
Click the “Assign Form” button
Select the form(s) in the drop-down.
Click “Assign”
FAQ
Why can’t I assign forms to parents and students?
If you can’t see the “Assign Form” button, this usually means that your role does not have the Form Assign permission.
Why can’t I find the form I want to assign?
Here are a few reasons why you’re unable to see the form you want to assign:
The form is not Active or in Testing
If the form is in Testing
There is a Form Category setup on the form, and your role does not have rights to the form category
There are specific schools assigned to the form and you do not have the necessary School Rights to the form
Mass Assignment
Validation type forms can also be mass assigned to users. Please see Data Validation page for more information.