Special Ed eSignature Process

Special Ed Documents can be set up to allow parents/guardians and/or students to electronically sign documents that are made available on Campus Parent and/or Campus Student. Both Locked and Draft Special Ed IEPs, Evaluations, Progress Reports, and Prior Written Notices (Ohio only) display on the Portal. Parents/guardians and students can review these documents and then electronically sign a consent form attesting to the document's accuracy. Nevada users have additional eSignature functionality.

Currently, there are two ways to add eSignatures to Special Ed Documents; one is using the Custom Forms eSignature functionality within Campus and the other is using a third-party program such as DocuSign. This document provides an overview of how the eSignature process works for Special Ed Documents.

Note: the Custom Form eSignature functionality is only available on the Forms tool.

Custom Forms Process

See the Custom Forms on Portal Process document for additional information.

StepDescriptionNavigationImage
Click to Enlarge
1. Create a Custom FormCreate a page to be sent to the Portal for eSignature.

Student Information > General Student Administration > Custom Form Setup

Screenshot of Custom Forms Setup tool.
Custom Forms Setup
 
2. Attach Custom Form to StudentAssign the eSignature Custom Form to the student.Student Information > General > Forms > NewScreenshot of Custom Forms tool.Forms tool
3. Send to PortalClick the Review Participants button, then the Request eSignatures button.Student Information > General > Forms > Review Participants > Request eSignaturesScreenshot of Form Detail window displaying Request eSignatures.
Request eSignatures
4. Parent(s)/guardian(s) and/or Student Receives DocumentThe parent/guardian and student receives a notification when they have a Document that needs to be signed.Campus Parent Portal and/or Campus Student Portal > Documents Screenshot of Documents from Campus Parent/ Student Portal indicating documents that Need Attention.
Campus Parent/Student Portal Documents Need Attention
 
5. Parent(s)/guardian(s) and/or Student Signs or Declines Custom FormThe parent(s)/guardian(s) sign or decline the document. Click the signature icon to sign or decline, then click Submit.Campus Parent Portal and/or Campus Student Portal > Documents > Signature icon > SubmitScreenshot highlighting Signature and Submit in Campus Parent and Campus Student.Signature Icon and Submit
6. Admin/teacher receives signed or declined formSigned or declined form received.Student Information > General > Forms
Screenshot highlighting signed or declined received forms.Signed or Declined Form Received
7. Review Signatures and CompleteReview the signed or declined form and click Complete.Student Information > General > Forms > Review ParticipantsScreenshot of Form Details calling out completed forms.
Review Signature(s) and Complete Form
 
8. Save Custom Form as PDFClick the Print button, then save the form as a PDF.Student Information  > General > Forms > Print > Save as PDFScreenshot displaying save custom form as PDF.
Save as PDF
 
9. Upload PDF and Staple to Special Ed DocumentUpload the PDF and Staple the document to the original Special Ed document.Student Information > Special Ed > Special Ed Documents > Upload Document > Organization Options: Staple this document to an existing formScreenshot of Upload and Staple Document calling out Organization Options.
Upload and Staple Document
 

Third Party Process

Third party eSignature applications, such as DocuSign, can be used as an alternative to Campus tooling that allow users to directly add an electronic signature field to the Special Ed Document. Documented here is a general overview of how to prepare a document to be used in a third party software and completed in Campus.

StepDescriptionNavigationImage
Click to Enlarge
1. Save Document as PDFClick the Print button, then save the document as a PDF.Student Information > Special Ed > Special Ed Documents > Print > Save as PDFScreenshot of Saving a Special Ed Document as PDF.
Save Special Ed Document as PDF
 
2. Third Party eSign ProcessUse the PDF to complete the eSignature Process using the third party software.N/AN/A
3. Upload PDF and Staple to Special Ed DocumentUpload the PDF and Staple the document to the original Special Ed document.Student Information > Special Ed > Special Ed Documents > Upload Document > Organization Options: Staple this document to an existing formScreenshot of Upload and Staple Document calling out Organization Options.
Upload and Staple Document