Intelligent Forms

Features	Forms Manager	Intelligent Forms
Submitter Features
Web-enabled form access
Web-enabled package (with multiple related forms) access
District sent form access (Email)
District sent package (with multiple related forms) access
SchooStream Collaborative-Mail features (C-Mail)
- District sent forms access (SchoolStream Account)
- Form "Request Revision" to re-submit (Unlimited times)
- Form approver processing status tracking
Collaboration with all submitters/approvers feature (through Message Board, Email/SMS, Collaboration History Log)
Prepopulation of submitter name and user information
Receive form packages sent (pushed) by the district
Approver Features
Unlimited form approval levels
Form access through email
SchooStream Collaborative-Mail features (C-Mail)
- Form Approval Status Tracking
- Form Revision Request (Unlimited times)
- Form Information "Hover Over" Feature
Collaboration View with all approvers (through Message Board, Email/SMS, Collaboration History Log)
Form package approval
Authority controlled information viewing/editing inside the form
Authority controlled forms viewing/editing inside the package
Administrator Features
Form search
Form report generation
Package Search
Package report generation
Approval levels configuration
Approver configuration at each approval level
User Authority Configuration
Approver replacement
Email templates configuration
Role authority configuration
User/Group configuration
Form approver reassignment
Form approver "back-up" approver assignment
Form IT admin notification for "stuck" forms in workflow
Form/Package approval status tracking
Package configuration (Assign forms into a package)
Forms common fields configuration inside the package
Application Features
New Platform User Interface
In-application training videos
Enhanced forms design, layout, and graphics
Form fields modification history tracking capability
Form field data integration capability (Budget codes, student information, etc.)
Dynamic form fields capability (ex. Form can change based on selections)
Customizable conditional routing based on field values of the form
Data visualization
Google Map integration capability
Any external website integration capability
Upcoming Features
Predictive Routing
Data visualization
Cross Forms/Package Reporting

#	Category	Form Name
001	Financial	Daily Mileage Form
002	Human Resource	Leave Time Request
003	Financial	Purchase Order Request
004	Health and Safety	Certification of Vaccination Form
005	Students and Parents	Student Level Change Request Form
006	District Administration Office	Off-Campus Trip Approval OVERNIGHT or OUT-OF-COUNTY TRIP
007	Financial	Athletic Pay Request
008	Human Resource	Hours Worked Times Request
009	Information Technology	Network Account Application
010	Health and Safety	Report of Student, Employee or Visitor Accident or Incident and Injuries Form
011	District Administration Office	Volunteer Agreement Form
012	Human Resource	Time Sheet
013	Human Resource	Employee Recommendation Form
014	Facilities	Facility Use Permit Form
015	Financial	Fundraising Plan Application
016	Health and Safety	Medical Consent Form
017	Human Resource	Job Posting Request
018	Information Technology	Business Invoice for Damage Loss of Technology Form
019	General	Classroom Assignments
020	District Administration Office	End of Semester Failure Report
021	District Administration Office	End of Semester Incomplete Form
022	Students and Parents	Application for Student Transfer
023	Students and Parents	Transcript Request
024	Students and Parents	Enrollment Gain or Loss
025	General	Food Service Receipt Sheet
026	Students and Parents	Guided Study Intake Form
027	Financial	Monthly School Financial Statement
028	District Administration Office	Professional Development Sessions
029	Facility	Request for Transportation Services Form
030	District Administration Office	Business Vendor Request Update Form
031	Facility	Application To Use School Facilities
032	Human Resource	Change of Address (or Phone Number) Form
033	General	Conference Request
034	District Administration Office	Course Approval Request
035	Financial	Field Trip Request Form
036	Financial	Inservice Invoice
037	Information Technology	iPad App (and Extension) Form
038	Human Resource	Leave Time Request
039	Facility	Keycard Requisition Form
040	Time Sheet	Payroll Comptime Authorization Form
041	Human Resource	Payroll Invoice Form
042	Human Resource	Payroll Overtime Authorization Form
043	Human Resource	Personnel Data Sheet
044	Human Resource	Salary Adjustment Applications Form
045	Facility	SchoolTool Access Form
046	Board of District	Superintendent Hearing Material
047	Board of District	Tech Ed. Requisition
048	Facility	Vehicle Request
049	Human Resource	Annual Salaray Notification-End of Year Intent to Return Forms
050	Students and Parents	Membership Enrollment Form
051	Human Resource	Payflex Enrollment Form
052	Students and Parents	Health and Dental Enrollment Form
053	Human Resource	Direct Deposit of Payroll Check
054	Human Resource	Emergency Contact Information Form
055	Human Resource	fw4 Form
056	Human Resource	f_w4 Form
057	Human Resource	Retirement Enrollment Form
058	Students and Parents	Insurance Benefit Enrollment Form
059	Human Resource	Personnel Action Form
060	Students and Parents	Open Enrollment Qualification form
061	Financial	Tuition Reimbursement Request Form
062	Financial	Budget Transfer Request
063	Financial	Business Grant Draw-Down Request Form
064	Financial	Business Budget Change Request
065	Health and Safety	Mental Health Referral Form
066	Human Resource	Faculty Behavior Observation Form
067	General	Superintendent Paws for Appreciation Form
068	Human Resource	Application for Professional Personnel Job Vacancy
069	Human Resource	Application for Service Personnel Job Vacancy
070	Human Resource	Personnel Absentee Report
071	Human Resource	Request for Additional Personnel
072	Human Resource	Continuing Education for School Service Personnel
073	Human Resource	Personnel Evaluation Form
074	Students and Parents	Curriculum Dept. Grade Change Request (Report Card)
075	Students and Parents	DHS Guidance Counselor Request Form
076	Students and Parents	Apex Learning Grade Reporting Form
077	Students and Parents	Grade Change Form
078	Students and Parents	Pupil or Teacher Ratio Form
079	Students and Parents	Silver Cord Hours Submittal Form
080	Students and Parents	Student Billing Form
081	Students and Parents	Student Notice of Withdrawal
082	Human Resource	Missed Time Punch Report
083	Human Resource	Overtime Request Form
084	Human Resource	Summer Curriculum Project Proposal Form
085	Human Resource	Volunteer Application
086	District Administration Office	Emergency Form
087	Students and Parents	Referral form
088	Financial	Report on Ticket Sales Form
089	Information Technology	Video Surveillance Export Request
090	Human Resource	Reclassification Questionnaire
091	Financial	Pay Voucher Vendor
092	General	Custodial Request Form
093	Community and Public Relation	Donation Form
094	General	Food and Nutrition Services Catering Request
095	Human Resource	Performance Assessment for Office Employees Form
096	Students and Parents	PreK or Kindergarten Home Visit Log
097	Students and Parents	Homeless-Foster Care Transportation Request Form
098	General	Bus Discipline Form
099	Facility	Drill Reporting Form
100	Students and Parents	Intent to Graduate Early
101	Human Resource	Complaint Form
102	Health and Safety	Construction Site Safety Checklist
103	Financial	Construction Change Order Form
104	Facility	Electrical Inspection Checklist
105	Human Resource	Employee 90-Day Evaluation
106	Information Technology	Equipment Checkout Form
107	Facility	Equipment Maintenance Log
108	Health and Safety	Fire Alarm Inspection and Testing Form Record
109	Health and Safety	Fire Inspection Checklist
110	Human Resource	Follow up Survey Form
111	Facility	Vehicle Inspection Form
112	Health and Safety	Safety Analysis
113	Facility	Maintenance Request Form
114	Board of District	Liability Waiver
115	Financial	Stop Payment Request
116	District Administration Office	Nondisclosure Agreement
117	Health and Safety	Workplace Safety Survey
118	General	Food Preferences Form
119	District Administration Office	Application for Ethical Review Form
120	District Administration Office	Application for Ethical Review Amendment Form
121	District Administration Office	Application for Ethical Review Renewal Form
122	Board of District	Award Nomination Form
123	Students and Parents	Beginning of the Year Student Questionnaire
124	General	Classroom Observation Form
125	District Administration Office	Course Feedback Survey
126	District Administration Office	Language Course Evaluation Form
127	District Administration Office	Lesson Plan Form
128	Students and Parents	Student Test Template
129	General	Online Questionnaire
130	Students and Parents	Parental Consent Form
131	Students and Parents	Prospective Student-Athlete Questionnaire
132	Students and Parents	Scholarship Application
133	Students and Parents	School Climate Survey
134	Students and Parents	Student Feedback Form
135	Students and Parents	Summer Camp Registration Form
136	Students and Parents	Work-Study Application Form
137	General	Workshop Registration Form
138	Financial	Credit Card Authorization
139	Health and Safety	Confidential Morbidity Report Form
140	Community and Public Relation	Community Service Hours Form
141	General	Handicap Parking Permit Form
142	General	Political Survey
143	General	Social Worker Home Visit Checklist
144	Health and Safety	COVID-19 Pre-Vaccination Checklist
145	Health and Safety	COVID-19 Vaccine Registration Form
146	Health and Safety	COVID-19 Self-Declaration Form
147	Health and Safety	Doctor Referral Form
148	Health and Safety	General Patient Intake Form
149	Health and Safety	HIPAA Medical Release Form
150	Health and Safety	Head-to-Toe Physical Examination Form
151	Health and Safety	Medical Insurance Application
152	Health and Safety	Medical Insurance Verification Form
153	Health and Safety	Mental Health Assessment Form
154	Health and Safety	Mental Health Session Therapy Notes Template
155	General	Patient Satisfaction Survey
156	Health and Safety	Refusal to Vaccinate Form
157	Health and Safety	TB Screening Form
158	Health and Safety	Vaccination Record Form
159	Health and Safety	Vaccine Consent Form
160	Health and Safety	Vaccine Exemption Form
161	Human Resource	30-Day Employee Review
162	Human Resource	Background Check Authorization Form
163	District Administration Office	Department Performance Survey
164	Human Resource	Employee Pay Increase Form
165	Human Resource	Employee Performance Evaluation Form
166	Human Resource	Employee Transfer Request Form
167	Human Resource	Interview Evaluation Form
168	Human Resource	Job Application Form
169	District Administration Office	Training Evaluation Form
170	Information Technology	IT Asset Form
171	Students and Parents	Parent Feedback Form for School
172	Students and Parents	Student's Photo Release Form
173	Students and Parents	Vocabulary Quiz Template
174	Students and Parents	Contest Entry Form
175	District Administration Office	Event Evaluation Form
176	General	Webinar Registration Form
177	General	Sponsorship Request Form
178	District Administration Office	Service Agreement
179	Health and Safety	Mental Health Services Referral Form
180	Human Resource	Application for Extracurricular Job Vacancy
181	Human Resource	Translator and Interpreter Services Request Form
182	Human Resource	Application for Professional Employment
183	Human Resource	Time Distribution Record
184	Human Resource	Social Worker Referral Form
185	Information Technology	Student Device Check-Out Form
186	Information Technology	Badge Access Control Form
187	Human Resource	Request for Professional Leave Certified
188	Human Resource	Teacher Extra Pay Authorized by Principal Supt Dept. Head
189	Human Resource	Substitute Teacher Time Sheet
190	Human Resource	Change of Personal Information
191	Human Resource	Substitute Support Staff Time Sheet
192	District Administration Office	DA Cert Registration Form
193	Human Resource	PAYROLL - COVID-Vaccination Timesheets (SPECIAL) Form
194	Financial	Request For Service
195	Financial	Warehouse Order Form
196	Human Resource	Assignment Form
197	Human Resource	Monthly Work Report
198	Students and Parents	Student Service Brief Services Referral Form
199	Human Resource	Coach Daily Log
200	Students and Parents	Change of Program Form