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To create new compliance forms as a district admin, go to Compliance on the toolbar and select Forms. From there, click the blue Create New Form button on the upper right to start creating your new form. Fill in all fields, design your form, save, and publish. Add the Linked Items for Publish field to your form to tie form submissions to the store product, ticketed event, fundraiser, or fee that needs approval.
Building the compliance form
In the left navigation, go to Compliance, select Forms, then click Create New Form.
Enter the basic form details, including the Form Name, choose who the form should be available to, and select the appropriate Form Type.
Under Compliance Report Settings, choose whether the form is Required to be In Good Standing and whether to Show status of submissions in compliance report.
Click Save & Continue to move to the form builder.
Build your compliance form by dragging and dropping the fields from the Form Fields panel into the Compliance Form Builder. Each field can be set to Required and Editable After Approval.
Note: Use the Linked Items for Publish option so submitters can connect the request to the store product, ticketed event, fundraiser, or fee they created. Click Save & Continue.
Linked Items for Publish-Provides the submitter with the option to link a product, event, fundraiser, or fee to the compliance form.
Alert-Creates a banner at the top of the form to display the information in the "Label." This is useful for important reminders.
Checkbox - Best used to allow the form submitter to select an option or agree to a statement.
Currency - Only allows numeric values to be entered, such as a budget amount.
Date-Provides a calendar setup for the form submitter to choose a date.
Textfield-Allows the submitter to enter free-form text as their answer.
Terms and Conditions-Links your District's Terms and Conditions to the form, with a checkbox asking the submitter to agree to them.
Instruction Text-Creates a place in the Label box with just the text you entered, with no option for the submitter to fill anything in.
File-Gives the submitter the ability to upload an attachment to the form.
On the Approval Steps page, set up the Approval Workflow by clicking Add Step. Select a signer type from the dropdown box. Continue to add all required signers who need to sign or approve the form.
When the workflow is complete, click Save Draft. Open the dropdown, and select Publish Now.
Need to add or create signers? Follow these steps: How to Create Signer Types and add Signer Roles.
In the confirmation window, click Publish to make the form available to faculty users.
Questions? Click the "?" icon to contact Givebacks Support.