Creating a Site Portal Form

Creating a Site Portal Form


1. Click "Admin"

2. Click "Online Forms"

3. Click "Forms"

4. Click "Add"

5. Add Form Name, Description and Portal Form Name

6. Select the For Portal Option: "Application Site (Only new registration)"

7. Click "Test" to put in Test Mode until Form is Built

8. Select Session:
Current for Current School Year Forms
Summer for Summer Program Forms
Next Year for Next School Year Forms
N/A for Forms that are not Connected to a School Year

9. Enter Staff ID Number(s) that should Receive Notification of Submitted Forms
(If more than 1 Staff ID, separate by a coma with NO spaces)

10. Click "Styles & Functionality"

11. Select the Process Level "In Process"

12. Select the Submit Level "Submitted"

13. Click "Save"




1000.6.1.2

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