Manage E-Forms

An E-form is a digital version of a paper form. The E-Forms page lists standard E-forms built and maintained by PowerSchool, and custom E-forms you create yourself.

Add an E-Form

Before you create an E-form, verify or add dropdown list settings. Some question types, such as multiple-choice, use a Codes list. This list is pulled from the Dropdown Lists settings.

1. Choose Configuration from the main menu.

2. Choose E-Forms.

3. Click New E-Form.

4. Enter a name for the form and a description (optional).

5. Click Save.

6. If needed, enter instructions (viewable to all users completing this form).

7. Start building the form by clicking Add Question and choosing one of several options.

   1. Basic Employee Information — This information is tied directly to a staff member's profile. If a staff member's record has data for the selected demographic field, the field is automatically prepopulated on the E-form. If no data exists and the staff member enters and saves it on the E-form, their record is updated with the new information.

   2. Question Type.

      1. Some question types use pre-configured validation options (email address, ZIP code, and so on) and coded lists (grade levels, ethnicity, States, and so on).

      2. Multiple-choice questions allow you to set up a conditional workflow.

   3. Form Elements (section header, paragraph, signature line).

8. Enter information for each selected question option.

9. Click Save.

10. If needed, drag and drop question elements to reorder them on the form.

11. Click Save Final.

12. If you wish to publish this form, select Enable.

13. Click Save and Exit.

Add Image to E-Form

Before you can insert an image into an E-form, you must first import the image through the Contracts engine.

1. Choose Configuration from the main menu.

2. Choose E-Forms.

3. Locate the desired E-form and click Edit.

4. Under the Current Draft section, click Edit.

5. Click Add Question > Paragraph.

6. In the Question field, add HTML code to include the image link and a description:
   <img src="paste_your_image_link_here" alt="image_description">

7. Click Save.

8. Click Save Final.