Forms Tool Rights

The Forms tool stores and manages all Custom Forms attached to a student. Custom Forms added and edited using the module-specific Documents tools display in the Forms tool.

See the Forms article to learn more about how this tool is used.

Screenshot of a student's Blended Learning Group Assignments.

Student Information > General > Forms

The Forms tool cannot be used to attach a Custom Form to a student for Activity, Activity Preapproval, or Athletics.

Only Custom Forms display in the Forms tool. Follow the links below for information about the document types available in each module:

Available Tool Rights

Expand to view all available Forms tool rights. Each module's set of Forms tool rights (Counseling, Health, PLP, etc.) function the same. The set of rights under a tool folder is Custom Forms, Unlock, and Blank Forms options. Rights must be selected for each tool within the Forms folder. Granting rights for the Counseling tool does not automatically grant rights for the Special Ed module. See the Example section below for more information. (Does not apply to Activity, Activity Preapproval, or Athletics.)

Subrights are in italics.

R	W	A	D
Tool (Counseling, Health, etc.)
Rights assigned at the folder level give those rights to all features within the module. For example, giving Read rights to the Forms > Counseling folder assigns Read rights to all tools within that folder. This tool right is either turned on or off. Granting W, A, or D rights do not add additional functionality.	N/A	N/A	N/A
*Custom Forms*
View and print existing Custom Forms. Users will not see any existing Custom Forms for tools in which they do not have rights. View and print a PDF version of locked Custom Forms via the Roster. See the Roster article for additional information.	Edit and lock existing Custom Forms. In-line edit the year in which the form is organized.	Add new and copy existing Custom Forms.	Permanently delete Custom Forms. Once an eSignature request has been sent, users cannot delete the form, regardless of tool rights.
*Unlock*
Unlock a locked Custom Form. This tool right is either turned on or off. Granting W, A, or D rights do not add additional functionality.	N/A	N/A	N/A
*Copy*
Copy existing custom forms. This tool right is either turned on or off. Granting W, A, or D rights do not add additional functionality.	N/A	N/A	N/A
*Blank Forms*
View and print any existing Blank Forms created for the tool. This tool right is either turned on or off. Granting W, A, or D rights do not add additional functionality.	N/A	N/A	N/A
*Override*
Override eSignature(s). Users must have the Write tool right for Custom Forms in order to override.	N/A	N/A	N/A

Examples

User	Rights	Example
Read Only	Student Information > General > Forms > Module > Custom Forms = R and Blank Forms = R	This right allows the user to view and print existing documents, but they cannot make edits or create additional documents.
Write	Student Information > General > Forms > Module > Custom Forms = W	With Write rights, a user can see all records in the Forms list screen and click the edit button to change the year for the document. After selecting the document, the user can make changes to any field, Save changes, Print, or Lock the document.
Add	Student Information > General > Forms > Module > Custom Forms = A	With Add rights, a user can click the new button to create a new document for the student. The Add right also allows the user to copy existing forms.
Delete and Unlock Assign these rights with caution	Student Information > General > Forms > Module > Custom Forms = D and Unlock = R	With these rights, the Delete and Unlock buttons can be used.
Blank Forms Only	Student Information > General > Forms > Module > Blank Forms = R	With this right, the Blank Form button can be used to select and print a Blank Form.