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Forms
Objective

Manage the forms in the student record for the current year. Depending on the security rules in place for each form, the user can complete a new form, consult, modify or delete an existing form.

It is possible to complete and save in the student record several copies of the same form (if the form's properties allow it). For example, an observation chart could be completed by several of the student's teachers. It would also be possible to save the different steps in the evolution of the student's intervention plan. An identifier must then be specified to distinguish each of the copies.

Data

The page provides the list of the forms already completed in the record and is used to access each of them. The forms are grouped together by category, if needed. Inside a category, the forms are displayed in order of form sequence number, identification of the personnel author and form identifier. For each of the forms, we see the following information:

Name of form

When there are several copies of the form, the name of the form appears only once in a cell that extends to the top of the cells displaying the copies.

Personnel

First name and family name of authorized personnel who completed the form.

Identifier

Zone containing 50 characters used to identify in a unique way each of the copies in the student record

The identifier becomes necessary when the copies-management mode authorizes several copies. In fact, when several individual copies are allowed, the identifier must be unique for each personnel. When several shared copies are allowed, the identifier must be unique for the form. The identifier can be entered only if the user is authorized to complete the requested form.

Updated

Date at which the form was last completed or modified.

Actions
Add form

The Add command calls up the Detail of a form screen used to complete a new form in the student record, of the type selected in the Forms pulldown menu. This menu shows the list of all the school's forms, in order of category ("Select" by default). The Identifier entry zone is used to enter the form's identifier, if desired or when required.

If the user is authorized to complete the selected type of form, a search for the existence of this type of form is performed in the student's record for the year and school processed, as per the option concerning the form's copy management:

  • One individual copy
    If there already exists a copy of the form for which the personnel author corresponds to the user, the following message is displayed:
    Only one copy per authorized personnel can be made for this form.
     

  • Several individual copies
    If there already exists a copy of the form for which the personnel author corresponds to the user and the identifier is the same as that entered, the following message is displayed:
    The form copy must have a unique identifier by authorized personnel.
     

  • One shared copy
    If the form already exists in the student's record, the following message is displayed:
    Only one copy can be made for this form.
     

  • Several shared copies
    If there already exists a copy of the form whose identifier is the same as that entered, the following message is displayed:
    The form copy must have a unique identifier.

If the user is not authorized to complete the type of form selected, the following message is displayed:
You are not authorized to fill this form.

Access form The command to the right of each line in the table calls up the Detail of a form screen used to modify or view the student's form.

Access is in accordance with the security rules defined for the form. If the user is authorized to complete this type of form:
  • In the case where the copy-management option is One individual copy or Several individual copies, the user must correspond to the personnel author of the form, otherwise the following message is displayed:
    You are not authorized to access this form.
     
  • In the case where the copy-management option is One shared copy or Several shared copies, the user can access the form in modification, regardless of the personnel author of the form.

If the user is authorized to consult this type of form, they then have access to the form in consultation, otherwise the following message is displayed:
You are not authorized to access this form.

Print form The command to the right of each line in the table calls up the Print form screen used to enter the print parameters for the form.

The security rules covering the printing of the form are the same as those that apply in form viewing or modification.
Delete forms The Delete command removes, from the student record, the forms selected on screen. A confirmation of the deletion is required.

If the user is authorized to complete the type of form to be deleted:
  • In the case where the copy-management option is One individual copy or Several individual copies, the user must correspond to the personnel author of the form, otherwise the following message is displayed:
    You are not authorized to delete this form.
     
  • In the case where the copy-management option is One shared copy or Several shared copies, the user can delete the form, regardless of the personnel author of the form.

If the user is not authorized to complete the type of form to be deleted, the following message is displayed:
You are not authorized to delete this form.