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.
How to create District Compliance Forms
From the toolbar, select Compliance, then Forms.
Click the blue Create New Form button on the upper right.
Complete the Forms Details section.
Form Name-Select a clear, descriptive name
Make Available For-Select the organizations that can submit the form. Choose All Organizations, School Support Organizations, Schools, or the specific organizations.
Form Type
No due date, allow multiple submissions-This is best for things like fundraiser submissions that can be submitted multiple times on an as-needed basis.
Form with a Due Date-This is perfect for things such as audits that require periodic submissions on the same date.
Select Compliance Report Settings. Use the toggle switch to turn these options on or off.
Required to be in Good Standing-This should be selected if this form is necessary for the organization to be in good standing.
Show status of submissions in compliance report-Check this box if you want this form to be visible on the Compliance Report page.
Click Save & Continue.
Build your compliance form by dragging and dropping the form fields into the Compliance Form Builder. Each field can be set to Required and Editable After Approval.
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.
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.
Need to add or create signers? Follow these steps: How to Create Signer Types and add Signer Roles.
Click Save Draft.
Click Preview Form to view the form as the submitter will see it.
Click Publish Now when you are ready to make it available for submission.
Questions? Click the "?" icon to contact Givebacks Support.