Creating Parent Teacher Interview Sessions from an Event using a Custom Parent Teacher Form Template

Please be advised: Only an EdSmart User with Administrator Permissions can create a Form Template.

From the left-hand navigation panel, select ‘Form Templates’ and then select the blue ‘Add New’ button

Open

Select ‘Parent Teacher’ as the Form Template type, then select ‘Create New Form Template’

Open

You will be prompted to select a Form Name and Description, then select ‘Add New Form’

Unlike other Form Templates, you cannot edit the ‘Design’ of the Parent Teacher Template, but you can amend the Workflow

For more information on setting up a Workflow, please visit the Department for Education User Manual Index:

Workflows 

• Creating approval workflows

• Nominating approvers for a workflow step

• Automatic progression in approval workflows

• Lock and unlock fields on form workflows

• Conditional Workflows

Once you’ve set up your preferred Workflow, you can follow the same steps as ‘Creating Parent Teacher Interview Sessions from an Event using the Default Parent Teacher Form Template’, but select your chosen Custom Template when prompted.