Creating a Conference Form

To create a Conference Form, click the  button, found on the Evaluations→Setup→Conference Forms→List Conference Forms screen:

This brings up the "Create Conference Form" dialog:
                                  

You must enter all fields in the dialog:

• Code - this will be the internal identifier for this Conference Form.  It cannot be altered later.  Uppercase letters are used for these codes, along with digits and an underscore.  Blanks and special characters cannot be used.
• Description - This is the description of or name for the form.  This is what users will see.  It can be altered later.
• Usage.  The usage dictates where the Conference Form can be used in SchoolFi and controls which drop downs this new form will appear in.   More information on the various usages can be found here. 
  • Pre-Conference form– Appears in the "Pre-Conference" form drop down.
  • Post-Conference form – Appears in the "Post-Conference" form drop down.
  • Observation Form – Appears in the "Observation Form" drop down. Will appear on the 'Observation Form' screen of Observations.
  • Note Capture – Appears in the "Note Capture" form drop down.
  • Document Log – Designed to appear for "Document Log" options but not implemented as yet in the Modify Workflow and Document Artifact features.
  • Teacher Reflection – Appears in the "Teacher Reflection" form drop down.
  • SGO – Used for custom SGO forms.
  • Walkthrough – Appears not in Workflows but for the Walkthrough tool.
  • Employee Form – Used for Input (and possibly output) in Employee Forms.  
• Display Sequence - This controls where this new Conference Form will appear in the list of Conference Forms on the "List of Conference Forms" screen and in all drop downs.   Conference Forms are not displayed in alphabetical order.  Use the "Display Sequence" number to control the location of the new form in the list of forms.  This can be changed at any time.

The Empty Conference Form

Once you have filled out the form:

and clicked ADD, the screen will refresh and you will be brought to the empty Questions screen for the new form:

When the page refreshes, you will be brought to the specific conference from question area. To add a question or any data to your conference form, click the "Add Question" button.

Edit Conference Form's Questions

To edit a conference form, click the edit button next to the specific question.

When the page refreshes, you can edit different parts of the question, as described above in the "Anatomy of a Question" section. You can choose that the question is required, edit the text of the question, change the answer type, and the alignment of the question on the screen.

Please Note: If you edit the body of the question, you must make the same change in the PDF Form Question text box as well. This is the wording that will appear on the form that the staff members see.

Delete a Question

To delete a question, click the "Delete" button found next to the specific question.

Please Note: You can only delete a question if it is not currently being used in the Employee Portal.