Forms must be created before they can be filled out and submitted. Those with Administrative access can create a referral form. There are several options for creating forms:
(1) Create your own form:
- Review our online information about forms and create the form. (Forms are created in Admin>Dictionaries>Forms)
- Contact Customer Support for training on building forms and receive support as you build your form
(2) Contact Customer Support to have a form created for you - Submit a customer support ticket and / or discuss at a Customer Success Meeting. Charges may apply.
As soon as the form is created it will populate for staff to complete and submit.
In order to access the form once it has been created...
1. "+" icon, click on Form, click on "NEW" OR
2. Click on Tools>Forms, click on "NEW"
To submit and view a form...
1. Fill out the form and click submit. There is not an automatic refresh after clicking submit - a green banner will appear to
2. A case will open and be visible on the Case Management Dashboard
3. Access a list of students who have been referred by clicking on Tools>Forms and the form hyperlink.
4. Click on the date hyperlink to access a completed form.
Accessing student information requires permission settings that are set by an ion systems district administrator. See Managing Permissions to learn more.
