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general:admin_forms_group_public_body [2019/05/28 16:41] – jstanfordgeneral:admin_forms_group_public_body [2019/07/11 20:15] – jstanford
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-<WRAP round intro>This page allows you to create a group of forms that a parent can access without having a ParentPortal account, such as calendars, school supply lists, etc. The parent will be able to access these documents without logging on.\\  \\   +<WRAP round intro>This page allows district-level users to create a group of forms that a parent can access without having a ParentPortal account, such as calendars, school supply lists, etc. The parent will be able to access these documents without logging on.\\  \\   
-Only static forms can be added to these groups. If at least one static form has been added to this group, the parent can click the **Need Documents** link on the ParentPortal login page to access the documents.+Only static forms can be added to these groups. If at least one static form has been added to this group, the parent can click the **//District Name// Documents** link on the ParentPortal login page to access the documents.
 \\   \\  
 <WRAP box>**NOTE:** A static form must already be created for each uploaded document before it can be added to a group.</WRAP> <WRAP box>**NOTE:** A static form must already be created for each uploaded document before it can be added to a group.</WRAP>
 </WRAP> </WRAP>
 +\\  
 +{{:images:screenshots:admin-forms-groups-public.png|Public Documents Group creator page}}
 +\\  
  
-<div head3>Add a form:</div>+<div head3>Add a group:</div>
  
-VCV Click **+ Add Group**. A pop-up window opens. +VCV Click **+ Add Group**.  
-<div indent>+<div indent>A pop-up window opens.\\  \\   
 +{{:images:screenshots:admin-forms-groups-student-data-editing-add.png|Add Group pop-up window}} 
 +\\  
 ^Group Name|Type a name for the group.| ^Group Name|Type a name for the group.|
-^Group Instructions|Add or update any instructions for the form group, such as clarification about which forms are included in the group.\\  <WRAP box>**NOTE:** If you are creating a group for Spanish forms, the instructions should be typed in Spanish. If you do not type Spanish instructions under **Group Instructions**, English instructions will be displayed even if the parent is viewing ParentPortal in Spanish.</WRAP>|+^Instructions|Add or update any instructions for the form group, such as clarification about which forms are included in the group.\\  <WRAP box>**NOTE:** If you are creating a group for Spanish forms, the instructions should be typed in Spanish. If you do not type Spanish instructions under **Group Instructions**, English instructions will be displayed even if the parent is viewing ParentPortal in Spanish.</WRAP>|
 </div> </div>
 \\   \\  
 VCV Click **Add Form Group**. VCV Click **Add Form Group**.
-<div indent>The group is added to the **Created Form Groups** list (left side).</div>+<div indent>The group is added to the **Existing Groups** (left) list.</div>
 \\   \\  
 +
 <div head3>Edit a new or existing group:</div> <div head3>Edit a new or existing group:</div>
  
-VCV In the **Created Form Groups** list, hover over the new or existing group and click the edit icon {{:images:edit.png|edit icon}}.\\  \\   +VCV In the **Existing Groups** (left) list:\\  \\   
-VCV The group details open in the **Edit Form Group** section (right side) where you can add or edit group details:+{{:images:edit.png|edit icon}} - Hover over the new or existing group and click the edit icon.<div indent>The group details open in the **Edit Group** section (right) where you can add or edit group details:
 \\   \\  
-^Selected Language|Select the language of the forms in the group.\\  \\  If you are creating a group for Spanish forms, select Spanish.|+^Language|Select the language of the forms in the group.\\  \\  If you are creating a group for Spanish forms, select Spanish.|
 ^Group Name|The current group name is displayed and can be edited.| ^Group Name|The current group name is displayed and can be edited.|
-^Group Instructions|The current instructions for the form group are displayed and can be edited.\\  <WRAP box>**NOTE:** If you are creating a group for Spanish forms, the instructions should be typed in Spanish. If you do not type Spanish instructions under **Group Instructions**, English instructions will be displayed even if the parent is viewing ParentPortal in Spanish.</WRAP>| +^Instructions|The current instructions for the form group are displayed and can be edited.\\  <WRAP box>**NOTE:** If you are creating a group for Spanish forms, the instructions should be typed in Spanish. If you do not type Spanish instructions under **Instructions**, English instructions will be displayed even if the parent is viewing ParentPortal in Spanish.</WRAP>| 
-^Add Form|Only static forms are listed.\\  \\  Select each form you want to add to the group. Be sure to select forms that correspond to the **Selected Language**.|+^Add Form|Only static forms are listed.\\  \\  Select each form you want to add to the group. Be sure to select forms that correspond to the selected **Language**.| 
 +As forms are added, they are listed below the **Edit Group** section in the order they were added.\\  \\   
 +</div>
 \\   \\  
-As forms are added, they are listed below the **Edit Form Group** section in the order they were added.\\  \\   
- 
 VCV You can modify the order in which the forms are displayed in ParentPortal:\\   VCV You can modify the order in which the forms are displayed in ParentPortal:\\  
 <div indent> <div indent>
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 </div> </div>
 \\   \\  
-VCV Under  **Edit Form Group** (right side):\\  +VCV Under  **Edit Group**:\\  
 <div indent> <div indent>
 {{:images:preview.png|preview icon}} - Click to [[general:previewform|preview the form]]. The form opens in a separate browser window.\\   {{:images:preview.png|preview icon}} - Click to [[general:previewform|preview the form]]. The form opens in a separate browser window.\\  
Line 41: Line 47:
  
 \\   \\  
-VCV Under **Created Form Groups** list (left side):+VCV Under **Existing Groups** list (left side):
 <div indent> <div indent>
-The **Active/Archived** buttons indicate how many of the forms in that group are active and how many have been archived.\\  \\   +{{:images:delete_blue.png|delete icon}} - Hover over and click the icon to delete a group.
-To delete a group, hover over the group and click the delete icon {{:images:delete_blue.png|delete icon}}.+
 </div> </div>
general/admin_forms_group_public_body.txt · Last modified: 2019/07/11 20:26 by jstanford

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