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How do teachers distribute forms to students and check the completion status?

How do teachers distribute forms to students and check the completion status?

Allyson Sauter
Written by Allyson SauterLast update 28 days ago

How do I distribute required forms to students?


1. Click on Forms in the navigation menu.

2. Click on Distributable

3. Click the action button next to the form that needs to be distributed to students.

4. Click on New Distribution

5. Complete the information in the Distribute Form window.

  • Leave the Alias field blank unless you want to change how the name of the form is shown to students.

  • Select the date that you'd like to have all forms completed (ie. the due date).

  • Check the Students box and click the By Class option. This will give you an option to select one or more classes that you teach.

  • Finally, click on Add Distributed Form to create a new distribution.

    An email will be sent to all of your students letting them know that they have a new required form to complete. A notification banner alerting the student that a form is awaiting their signature will appear at the top of each system window.

How do I track the status of distributed forms?


1. Navigate to Distributable Forms window.

2. Click the action button next to the desired form.

3. Click on Distributions

4. Click on Status progress bar, as shown below, to view the status of all forms.

  • Initially, the status of all forms will be set to Needs Submitted. When the form status is Needs Submitted, you will have an option to Upload a scanned PDF file if the student decided to sign on paper.

  • Once the student logs in and submits the form, the Status will change to In Progress and the Current Signer field will be updated to show who we are currently waiting on to complete the form.

  • After the form is completed by all signers, the status will change to Complete and the progress bar will be updated accordingly.

  • If you'd like to view the completed form, click on the ellipsis icon and choose View.

What do student's see when they login to access the forms?

A student will receive an email containing a link when a form requires their signature. Clicking the link will take the student to their Forms management window. Students can also click the form notification banner in the system or use the navigation menu after logging into the system to access Forms.

2. Click on the action button next to form that needs a signature.

3. Click on Submit

4. Verify that the signer options are correct in the window.

In some instances, there may be multiple guardian contacts or at other times, none will be listed. If multiple guardian options are available, the student can choose which one they'd like to sign from the dropdown. If none are available, the student will be prompted to provide their guardian's email address, first name, and last name.

5. Complete the form using the form signing application.

The student will then fill out any fields assigned to them. Once complete, they must click on the green Submit button at the top of the page to save what they have entered.

If there are additional signers, an email will be sent to them to notify them that it is their turn to sign the form.

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