Once you are finished with setting up your form, you can contact us at Support@informedk12.com for the below features:
… Clear Test Submissions
After you are done testing your form, you can ask us to clear these test submissions so that you can start your process with a clean slate.
… Add specific data points from your forms to the form’s description and email
Tracked Fields will allow you to see key pieces of information from the forms at a glance. This allows you to filter and search for this information on the submissions page. You’ll also see this information under Description and in emails sent about the form.
… CC and Notify someone when a form passes a certain step
This allows someone to get automatically CC’d every time a step in the approval process is completed.
Example: You want a Technician to be notified every single time a form completes Step 4
...Add School Site and Department Staff members to be able to view forms for their location
Subset Trackers allows you to grant access to a school site or department staff member, but only to the forms within that site or department.
Example: You want each school site secretary to be able to see all of the forms that are submitted for their school site.
...Copy a dropdown or approver list from an existing form
You can request this when your form will need a standard list of approvers (e.g. all school site principals) who need to be in your workflow OR a dropdown with a standard list of your district sites/depts.
...If your workflow have special conditions or steps that can be skipped
You can use a conditional question to skip or add a fork in your workflow.
Example: You have a form that you want to go to Board Approval at Step 4 for certain (but not all) cases, so you want a question to appear at Step 3 that says: “Does this request need Board Approval?”
… If a staff member at your district is on multiple Informed K12 forms and is changing roles/has a replacement.
If you can provide the name and email of the outgoing person, and the name and email of the incoming person, we can complete the change across all forms
… If you would like to copy an existing form and create a new folder.
If you can provide the name of the campaign you’d like to copy and the name of the new campaign, we can produce a new campaign.
Please don’t hesitate to contact support if you have other requests!