SchoolForms Online Workflow

There are four main domains in SchoolForms Online:

• Master Forms
• Enrollees
• Retrieved Forms
• Accounts

You will move through all four domains as you follow this workflow:

• Build and upload forms.
• Assign forms to enrollees and upload data into them.
• Retrieve and process forms.
• Create and activate accounts/roles to give students and families access to the forms.

View a diagram of SchoolForms Online workflow by clicking the blue question mark icon in the top right task area.

1. Building Master Forms
   • Build forms
   • Map data
   • Upload forms
2. Managing Enrollees
   • Activate enrollees
   • Assign forms to enrollees
   • Upload enrollee data
3. Managing User Accounts
   • Create accounts/roles
   • Enable accounts
   • Notify accounts
4. Retrieving and Processing Forms
   • Retrieve submitted forms
   • Process form data
   • View form data
   • Share forms