Tool Search: Form Batch Setup
This guide explains how to use the Term Section Batch option to send a Custom Form to a group of students in the same course section. Form Batches are school and calendar-specific.
Before you start
- Upload PDFs with the Custom Form Setup tool.
- Form Batch Setup Tool Rights must be assigned.
Create a new Term Section Batch
This guide explains how to create a Custom Form Batch using the Term Section Batch option.
| Step | Image Click to enlarge |
|---|---|
| 1. Select the Form Batch option Term Section Batch. |  |
| 2. Click New to create a new batch. The Select Form screen displays. | N/A |
| 3. Choose a form to associate with the student(s). The Prepare Form screen displays. |  |
| 4. Enter a Name for the batch and any information into the fillable fields. Any data entered on the Prepare Form screen applies to ALL student forms. |  |
| 5. Optional: Mark the Show Field Detail checkbox to view additional information about each field upon hover. |  |
| 6. Click Save to save progress and remain on the screen, or Save & Next to save and proceed to the next step. The Add Students screen displays. | N/A |
7. Select students to add to the batch:
|  |
| 8. Once the desired students are selected, click Save to save progress and remain on the screen, or Generate Forms to save and proceed to the next step. A pop-up displays the number of forms that will be generated and warns the user that, once generated, students cannot be added/removed from the batch, and prefilled content cannot be modified. |  |
| 9. Click Generate to create the batch forms, or Cancel to go back. | N/A |
Impact
- Once the batch is generated, the Custom Form is assigned to the students on the Forms tool.
- Alert any staff who may need to fill out the form for students in their course section.
- Additional administrative setup can be done after creating the form batch, including setting a Start Date/Time and End Date, requesting eSignature, locking, completing, printing, and deleting.
Check Form Batch Status
The Check Status screen is used to view the status and make edits to the forms. All functions available in the Forms tool can also be performed on this screen, along with additional batch functions that can be applied to all forms. These include setting a Start Date/Time and End Date, requesting eSignature, locking, and completing forms. Individual forms can be edited independently of the batch, including setting separate Start and End Dates.
Print Batch Forms
| Individual student forms can be printed on the Check Status screen by opening an individual document. Forms can also be printed in batches by clicking the Print button. The down arrow on the Print button allows users to print a batch of forms with a specific status. |  |
Delete eSignature Form Batch
Batches for eSignature forms can be deleted from the Prepare Form screen. Once a form has been sent to the Portal, the batch cannot be deleted. Portal-only and non-Portal forms can be deleted at any time.
Complete Batch Forms
Once the batch is generated, the forms can be completed individually and as a batch the same way they can be completed on the Forms tool. See the Complete Forms section on the Forms tool document for additional information.
Click Complete Forms to complete all applicable eSignature forms. Click the Lock & Publish button to complete Unlocked forms.
What's next
- Users can edit a student's individual Custom Form in the Forms tool.
- Should my subtasks be in the What's next section?
