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Process Templates

Process templates allow you to combine two or more related form templates into a collection and enforce deadlines, steps, and custom workflow.

To build a process, select the (A) “Processes” tab from the top navigation bar, then click (B) “New Template” and select (C) “Process.”

Process Name and Description 

Give your process a generic title that explains when staff would use this process. For instance, “Field Trip Request For Approval.”

Add some details in the text box provided to tell your staff when and how they should be using this process.

Process Deadline

Optionally you can create a deadline for your process. This should be a date that you want to create rules around, such as the desired date of departure for the trip.

Add Templates

Add any form templates that staff may need to complete. Form templates are added in steps, and all the forms in each step must be submitted and approved before you can move to the next step in the process.

Set Rules

You have the option to set date rules for each form based on the custom deadline. For example, a Field Trip Request form must be submitted no less than 60 days before the Desired Date of Departure.

Add Optional Forms and Attachments

You may add additional form templates to your Process. Additional forms may be used as part of the process, but they are not always required. For example, a Parent Volunteer form.

You may add attachments to your process. Attachments can be files and/or external links. Use this feature to add additional information that may be useful to the form builder, such as policy documents, checklists, and insurance requirements.

Set Access and Publish

Select “Set Access” to choose the School Edition accounts that will have access to this Process. Click “Publish” to make your Process available to selected School Edition accounts.

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