Send a School Form to Staff

You can use School Forms to send an online Form to selected Staff or User Groups.

The Form Template type needs to be School Staff Form no Student.

There are two ways two send a School Form to Staff:

Create a copy of a school form for each staff member.
Send a notification of a single school form to staff member(s)

1. Create a copy of a school form for each staff member

An example use case for this, could to create and send a copy of a Staff Leave form for each absent staff member in one go. This can be done in two steps:

Approval Workflow: Setup the workflow to cater for this use case.
Sending the School form(s) for user(s)

Approval Workflow: Setup the workflow to cater for this use case.

Templates that are intended to be sent to other Staff members to complete need to have the Send to next Staff member(s) and Staff Save Changes pair in their Workflow after Step 1 (Create). In both steps, the nominated Users is left as the default - Any User.

After those two additional steps, you can add Send for Approval/Approve pairs and Send copy to Staff steps if you wish.

Once you have created your Template, select School Forms from the left menu panel, and click Add New.

Create the Form from the Template:

set the option This Form is for me to No
nominate individual Staff, or User Groups by typing their names in the next field

Remember: any additional files you want to share with Staff should be via Links/URLs - either in the Template, as we have done here, or in the appropriate field/s provided in the Form. Do not add any files using the +Add files... button because they cannot be accessed by the recipients.

However, Staff can add files to their version of the Form when they fill it out if they need to do so.

When done click Save New Form. If all the details are correct, click the Send to next Staff member/s button.

These forms will also appear in the ‘My Current Work’ Widget dashboard.

To send notifications of the existing form template, simply follow the steps below:

Select This Form is for me is Yes
Type in the name of the users you’d like to send a copy to within the section “Or, select Staff Users/User Groups to create and send copies to “