Add a staff form

• Director
• Admin
• Needs: Add School Forms
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Add School Forms permission. A director grants it under Manage School → Staff → Permissions.

Staff forms work like family forms, but they go to your team instead of families. They show a Staff badge in the forms list.

Before you start

• Finish Open School Forms first.

Steps

1. Open Account and tap School Forms.
2. Tap Add form.
3. Under Staff, tap Staff Form.

   Screenshot coming soon01 · /account

   The Staff section of the Create New Form sheet

4. Choose the PDF from your device.
5. In the Form editor, enter the Form name.
6. Place the fields, or turn on Simple mode. On a staff form, Simple mode adds Name, Signature, and Date rows. There is no Child Name field on staff forms.
7. Tap Save.

Tips

• Staff forms cannot be sent to families, and family forms cannot be sent to staff.
• Next, assign the form to staff. Each person sees it in the Actions Required bar on their My Day.