Forms: Set up student forms

In Charms you can assign and track forms that students need to turn in. If you have the document that needs to be turned in uploaded to the Documents area of Charms, you can link it to the form. However, you don't have to link documents to forms. 

Parents can see what forms are due and which have been turned in from the Student/Parent/Member portal under Forms Collected on the Home page. If the form is linked to a document they need to read and/or sign, they can obtain that document by clicking on the form link. 

1. On the Main Sections menu, click Communicate, and then click Student Forms.
2. On the Enter Form tab, type a name for the form.
3. If you want to link the form to a document you have uploaded to the Documents area of Charms, for Link to Uploaded Handout select the document. 

4. If you want to track the form for a specific group or groups, select the applicable group(s). If you want to track the form for all students, select All Groups.
5. If you are tracking a form for a trip, select the trip. Reminder: you can select groups OR trips for the form, not both.
6. If you want to track chaperones, select Collect from chaperones?

7. Click 

   

   .

Now the form resides on the Form Detail tab.

Update student form details

If you need to make updates to a form, for example change the groups who should receive it, or if you want to delete a form, you can do so from the Form Detail tab.

1. On the Main Sections menu, click Communicate, and then click Student Forms.
2. Click the Form Detail tab.

3. Locate your form and click 

   

   . Make your updates and click 

   

   .

To delete a form, click 

and then confirm your action by clicking 

.