How do I use a form to provision student/guardian accounts?
This article will show you how to build a form template used to generate student and guardian acounts.
⚠️ Be sure the form is protected in some way
Since this will create accounts in the system, it is best for a staff member or application admin to sign the form so that people cannot provision accounts without approval.
1. Navigate to the form template you'd like to provision accounts or go to the module that will be using the template
For instance, if this will be used for WBL, go to the WBL module to create the template there. If it will be used for General Forms, create it from there.
2. When creating or editing the template, you will want to enable "Student/Guardian User Account Provisioning"
3. Click on the action button next to the template and click Builder
⚠️ If a student and guardian are generated from the same form submission, the student will be linked to the guardian
4. Build the form with required information about students and/or guardians
The required fields can be found by going into the system and starting to create a student/guardian and taking not of which fields have asterisks beside them. Examples of required fields for both guardians and students is first name, last name, username. The following is a list of all fields allowed by the system, what the name of the field must be, and any best practices associated with the field:
Students
First Name
Field Name - student-first-name
Best Practice - text field set to required
Middle Name
Field Name - student-middle-name
Best Practice - text field
Last Name
Field Name - student-last-name
Best Practice - text field set to required
Username
Field Name - student-username
Best Practice - text field set to required, you could also omit this field altogether and just have an email box. If an email is present, it will be copied into username if a username is not specified
Email
Field Name - student-email
Best Practice - text field set to required. If username is empty, the email will also be used for the username
Graduation Year
Field Name - student-graduation-year
Best Practice - text field set to required, data type set to integer
Disable On
Field Name - student-disable-on
Best Practice - text field, data type set to date
SIS Student Number
Field Name - student-sis-student-num
Best Practice - text field
State Student Number
Field Name - student-state-student-num
Best Practice - text field
Ethnicity
Field Name - student-ethnicity
Best Practice - drop-down field, drop-down type set to "Ethnicity"
Hispanic
Field Name - student-is-hispanic
Best Practice - checkbox field
Date of Birth
Field Name - student-dob
Best Practice - text field, data type set to date
Gender
Field Name - student-gender
Best Practice - drop-down field, drop-down type set to "Gender"
Program/Class
Field Name - student-program
Best Practice - drop-down field, drop-down type set to "Classes/Programs"
School
Field Name - student-school
Best Practice - drop-down field, drop-down type set to "Schools"
Sending School
Field Name - student-sending-school
Best Practice - drop-down field, drop-down type set to "Sending Schools"
Special Education
Field Name - student-is-special-education
Best Practice - checkbox field
IEP
Field Name - student-has-iep
Best Practice - checkbox field
Gifted
Field Name - student-is-gifted
Best Practice - checkbox field
Economically Disadvantaged
Field Name - student-is-economically-disadvantaged
Best Practice - checkbox field
English Learner
Field Name - student-is-english-learner
Best Practice - checkbox field
Guardians
First Name
Field Name - guardian-first-name
Best Practice - text field set to required
Last Name
Field Name - guardian-last-name
Best Practice - text field set to required
Username
Field Name - guardian-username
Best Practice - text field set to required, you could also omit this field altogether and just have an email box. If an email is present, it will be copied into username if a username is not specified
Email
Field Name - guardian-email
Best Practice - text field set to required. If username is empty, the email will also be used for the username
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