In this article:
- Organize your Manage Forms page
- Distinguishing between different folder statuses
- Archiving forms
- Favorite your most used forms
- Search for forms
There are features available that help you organize your Informed K12 homepage. In this article, we’ll give an overview of how you can organize your forms, and where you can go to see any archived forms for your district.
Note: These features are only available for Account Holders. If you do not have an account but would like to sign up for one, please reach out to your district's people admin.
Organize Your Manage Forms page
- When you log into Informed K12, your Manage Forms page will show you All Active Forms for your district. Active Forms are any forms where users are still able to submit submissions.
- All forms that you have initiated, approved, or have permission to view are housed here in folders. The only exception are those forms that were archived by the owner.
This page defaults to sorting by Last Created. You are also able to sort this page by Form Name by clicking on the sorting dropdown to the right of your folders.
Distinguishing between different folder statuses
Depending on the status of or type of form present, you may see different identifying features such as descriptions or banners on your folders. Here is a list of descriptions you may encounter. When reviewing these features, please reference the image shown above.
- Group Forms will always note the name of the group that received the form.
- Example: District One - Student Parking Permits
- Forms in test mode will always have a yellow banner that says, "testing".
- Example: District One - Mileage Reimbursement 2022
- Forms that are no longer accepting new submissions have a pink banner stating, "no new submissions." Users attempting to initiate a form from this folder would be directed to a page with a message that the form is no longer accepting submissions. Forms that have already been submitted prior to this update would still process. A common use case is for transfer applications with a deadline for submission.
- Example: District One - Excursion Request Form.
- Forms that are paused entirely will have a pink banner also. The banner will read, "paused". Those who attempt to initiate on these forms will also be taken to a page that provides a message regarding the paused status. Paused forms are similar to archived forms in that both are closed to submissions entirely. However, those with permission to view/manage responses to a paused form can still review them. Archived forms are not accessible to those with permissions when archived by the owner.
- Example: District One - Mileage Reimbursement
- Forms that are marked with a blue star are your Favorites. See below for more info.
- Example: District One - Mileage Reimbursement or District One - Field Trip Request Form
Note: that for "paused" and "no new submissions" banners, these are statuses that are available only on the back end through support. Feel free to reach out if you would like to update your older forms with these settings and we can set this up for you. We can both customize the message users see as well as provide a link to the new form if existent.
Sometimes forms no longer accept submissions. These are most often forms that are Archived by the district. These will appear in your Archived Section
You are also able to archive your own forms that you no longer need to view. You can choose Archive from the dropdown arrow at the top right of the specific folder.
NOTE: If you are the form owner or a Form Admin, this will render it as archived for the district. You should only archive your folder if the form is no longer processing submissions. Any account holders with access to your form will still be able to view forms by clicking on "Archived" to find the folder but forms will be marked as "currently inactive".
Note: Contact us through the Support Widget to discuss ways to stop submissions on your form. We can determine what would be best for your form needs, whether to stop them temporarily, redirect users to a new form, and/or implement other back-end solutions.
Favorite your most used forms
You can designate your most important forms as Favorites by clicking on the star icon on the form.
When you star a folder, it automatically tags it under the Favorites folder on the sidebar. It will still show up on your Manage Forms page (the home page) as well. If you would like to access your Favorites page directly when logging into the site, you can bookmark this specific link on your desktop browser. Here is an external link that details how to do this.
Note: Your Favorites section will continue to show forms you’ve favorited, even if they are archived by you or the District Form Owner.
Search for forms
You now have the ability to search for forms using the search bar located just below the Manage forms header. Search by keywords to pull up folders that contain these words in the title.