Note: These instructions are for Form Admins only.

To access form admin console videos, click here.

The highest role for form access for district staff in Informed K12 is called a Form Admin. Form Admin have access to the Forms Console that allows them to have visibility and control over all forms in their district. Form Admins can access and utilize the Forms Console by following these instructions:

• How to access the Form Admin Console

• How to manage district's forms

• How to manage Centralized Dropdowns

How to manage the Form Admin Console

1. From your Manage Forms page, click on the ADMIN tab in the far right corner.
2. Then click on Forms.
   
3. This takes you to the Forms Console, where you will manage all forms, centralized drop downs, and data sources for your district.
   
   

How to manage the your district's forms

From the Forms are organized into two categories:

• Routed Forms: Forms that go through approval workflows and are shared via link.
• Group Forms: Forms that are sent out to a specific group of recipients 

To search and amange forms: 

1. Click on the appropriate tab: Routed or Group.
   
2. Use the search bar to find a form by name or owner
   
3. Use the Filter button to narrow results by form status or owner
4. Click Manage next to a form to view available options:
   
   1. Edit Permissions
      Grants or removes Form Manager or view-only access for staff. You'll be taken to the Permissions page, with the same access as the form owner.

   2. Edit Document
      Opens the Document Editor, where you can add or remove fields on the form.

   3. Edit Approval Route
      Opens the Approvers/CC page. You can update approvers’ names, titles, emails, and add new approvers. You will also have access to update step settings. 

   4. Make Public/Private
      Toggles whether a form is listed on your district’s Forms Directory.

How to manage centralized dropdowns

With a centralized dropdown, the Form Admin simply updates the dropdown such as a district’s Budget code or School site centralized dropdown lists from their admin portal. They can then rest assured that all district forms that use these centralized dropdowns are now updated.

Note: For forms that do not use the centralized dropdowns, the form owners must update each form individually to make this update. 

For comprehensive instructions on how to manage these, check out this article here.