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Students Educators

FormWorks (eLearning)

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Settings

About FormWorks®

  • The FormWorks application allows you to create custom online forms for data your school would like to track in a digital format.
  • Forms can be stand alone – generate reports on any data collected within a form. 
  • Forms can be integrated into other DMAC applications such as Appraisals, Student Portfolio, Learning Plans, PlanWorks, etc. 
  • Form Templates must be established by approved Authors in order for forms to appear within the application or in other pieces such as Student Portfolio.
  • District and Campus administrators can change Settings and select FormWorks authors

Authors

  • Select Settings from the top navigation bar in FormWorks.
  • Choose the Location from the drop-down on the left
  • Click Add New icon (top right) to select authors who can create Templates..
  • Click the Delete icon to remove an Author from the list.
  • A blue box with a number next to an Author’s name indicates the total number of templates assigned to that user. Click the box  to view the titles of forms and/or reassign templates to another user.  Click on one or more Template names, or select all, and click Reassign Selected. Select the Campus and Name . Click Reassign.
  • Uncheck the Active checkbox at the top of the column to view forms without authors assigned.
  • In order to collect any data for a form in FormWorks, approved Authors must first create and publish templates.
  • Click on Templates in the top navigation bar in FormWorks.

Template Search Page

  • Filter existing Templates by Type/Application, Status (active, published, deleted, archived), Approval is required, Has Forms or My Templates Only. 
  • The total number appearing in the search is listed in parenthesis next to Results.
  • Use the text box to search for templates by a partial name and click Find.
  • Templates are listed with their type appearing in green. The title, creation date and Author is listed. A blue box appears if the form requires approvals.

Use the icons to the right of each template name for the following:

  • Publish – Toggle icon appears green when a template is live for others to complete forms. Toggle appears gray if a template is not published. Click the toggle on and off to publish/unpublish forms. This can be done until someone completes a form. Templates with a number greater than zero in the Forms column can no longer be edited or unpublished. Once data is tied to a template, you must either copy it to make changes or archive it. 
  • Settings – Update the name of a template, change the type, edit the Author, assign Approver (optional).
  • Copy – Copy and rename an existing template. This will allow you to make changes to templates that already have completed forms attached to them. 
  • Archive – Archive templates. This deactivates active forms so no more data can be collected. 
  • Edit – Make changes to a template up until it has been published. Unpublish templates to make changes as long as no one has completed a form.
  • Preview – View a Read Only version of the form.
  • Delete – Delete a template. Not available if the Author does not have access or if someone has already filled out a form.

New Templates

Blank Templates

  • Select Templates from the top navigation bar in FormWorks; click on add new icon (top right) and select Start with a blank template. 
  • Enter the name of the form.
  • Select Type – Click on the Type drop-down to attach the form to another DMAC application (Portfolio, PlanWorks, Learning Plans, Appraisals, etc.).
  • Approver – Select add approver if the forms require a review from another DMAC login. Only one user can be added to each template. For example, select an Assistant Principal who would get an email notification when they need to approve a discipline referral form.
  • Complete Forms/View Reports Click add users to restrict which DMAC users can complete forms or view reports for the selected templates.
  • Click Save
  • Use the available fields (left menu) to drag and drop them to a location on the template and create your form. Organize fields into any order by dragging and dropping them to new locations.
  • Click a field (example: Text Area) and use the small icons for Settings, Copy and Delete to customize a field, make a duplicate or remove a field from the template. With Settings, each field has different options. Check Required to ensure users complete that field before it can be saved.
  • Preview, Publish or Print – Use the icons on the top right of a template to Preview how a form will appear for users; Publish the template to collect data or Print a copy of the template.
  • Once published, a template becomes read only. You can only make changes to templates that are not published. Click the Unpublish Icon (which is only available until someone completes a form online) to make any edits.

Field Types

  • Heading – Add a title or sub-label (heading)
  • Text – Add instructions or descriptions. This text is listed on a form without an input field to collect information.
  • Text Box – Collect short text-based information
  • Text Area – Collect longer text-based information
  • Check box – Users can check one or more answer choices. Designate 1 to 6 columns for choices to appear on the form and enter the answer choices by clicking the New button. Use the +add, delete or check icons to add more choices, remove one or click the check to have it preselected on each new form. Drag and drop choices to change the order. Click Import to pull in sample lists already created.
  • Radio Button – Users select only one answer choice from a list. Designate 1 to 6 columns for choices to appear and enter the answer choices by clicking the New button. Use the +add, delete or check icons to add more choices, remove one or click the check to have an option preselected for new forms. Drag and drop choices to change the order. Click Import to pull in sample lists already created.
  • Drop Down – Users select one choice from a drop-down list. Enter answer choices by clicking the New button. Use the +add, delete or check icons to add more choices, remove one or click the check to have an option preselected for new forms. Drag and drop choices to change the order. Click Import to pull in sample lists already created.
  • Number – Require users to input a number. Type can be a number, currency or percent. Enter a minimum or max value to regulate answers.
  • Date/Time – Ask users to enter either both a date and time or just the date or time separately on a form.
  • Page Break – Insert page breaks. Only needed if printing forms. 
  • Full Name – Preset field to collect first and last names.
  • Address – Preset field to collect addresses
  • Print Field – Data (example: Student’s Name) is auto populated on a form.

Copy Existing or Common Forms 

  • Select Templates from the top navigation bar in FormWorks; click on add new icon (top right) and select; Copy an existing or common template.
  • Narrow the list of available forms with the filters on the top left. 
  • Select Type and/or Status or, use the Approval and Common toggles to view forms with either an approval path or only common templates already created by DMAC (i.e., HB4545, MTSS, TMSFA, T-TESS, etc.). 
  • Choose a form template to copy from the left.
  • Use the Print icon on the top right to print the template or click the Start Copy. Rename the template, select the Type (where will the form be available?), add one approver (optional) and then Save.
  • Make adjustments to the form fields by clicking them and using the small Settings icon on the right.
  • Preview, Publish or Print – Use the icons on the top right of a template to Preview how a form will appear for users; Publish the template to collect data or Print a copy of the template.

Forms

Use the Forms section from the top navigation bar in FormWorks to complete online forms or view received forms (with approval paths). Select from one of three tabs for New, Completed and Received forms.

New Forms

  • Select the New tab to complete a form not attached to another DMAC application.
  • Narrow the list by typing a partial name in the search box and clicking enter or the binoculars icon or use the purple filter to sort by authors.
  • Choose a form title from the left and complete the fields. Anything with an asterisk (*) denotes a required field.
  • Use the Print icon (top right) to save or print a copy.
  • Click the Save icon on the top right to save the form. Enter a name for the form and click Save. After saving, select yes to submit the form (send for approval or submit it for reporting) or no to save the draft to edit at a later time.

Completed 

  • Select the Forms > Completed tab to see a list of all completed forms.
  • Filter completed forms by title (using the Search text box), date range or use the purple filter to narrow the list by template, author, approval or status.
  • Choose a form from the list to make additional edits or submit for approval.
  • Click the Print icon on the top right to save or print a copy of the completed form.

Received 

  • Select the Forms > Received tab to see a list of received forms submitted to your login to review and approve.

Reports

  • Click on Reports from the navigation bar
  • Use the filters to select a template for reporting. Sort by author, type or status.
  • Select a template name and complete the Options column. 
  • Modify the date range by changing the Start Date and End Date for the report. 
  • Generate reports for Completed, Deleted or All forms. 
  • Check to include My Forms Only, to Export Data or Include Sub-labels. When selecting Export Data, the icon on the top right changes from Print to Export CSV. This will open results in a spreadsheet format instead of a printer-friendly format that can be saved as a .pdf.
  • Sort by None, Ascending or Descending order or round to the nearest whole number or nearest tenth.
  • Select the Reporting Fields you wish to include on the report and identify any Filters.
  • Click Print (or Export, if selected) on the top right to view reports.