Note: Only account holders with Form Creator access can create forms. Contact your district administrators if you need this level of access added to your account..

When should you use a Routed  form?

• When your form needs at least one level of review or approval before it is completed
• When you need notifications to let various staff know that the form has been submitted or approved
• When a form often needs corrections

Examples of common Routed forms:

• Field Trip Requests
• Student Transfers & Registration forms
• Conference & Travel Requests
• Purchase Orders
• Staff Mileage & Reimbursements
• New Hire & Benefits paperwork
• Personnel Requisitions / Position Control forms (HR)

Types of Steps on a Routed Form

The Approvers listed on a route can be accessed from the "Approvers/CCs" option at the top of your responses page.

• Recipient step - Steps with a pre-determined email recipient(s). Some lists are Centralized Approver Lists determined by your district's people admin. 
• Prompt step - Steps that require an email address to be inputted by the prior approver.
• PriorApprover step - Later steps that pull their approver from an earlier approver.
• Dispatched step - These steps can be prompt or recipient steps but they are pre-determined by a prior step that designates who the approver should be.

For more about how to set up an approval route form, see article: Set up approval route form. If you would like to have a Routed form set up, please reach out to Support! We're happy to help you figure out the best way to set up your approval route given your needs.