Understanding Custom Forms

The Forms tool is used to store and manage all Custom Forms attached to a student. Custom Forms added and edited using the module specific Documents tools display in the Forms tool.

Detailed information on Forms can be found in the Campus Community here: https://kb.infinitecampus.com/help/forms

The List Screen (above) displays all existing Custom Forms attached to a student.

By default all existing Custom Forms are sorted by Year, with the most current year on the top. Drag column headers to the top of the screen to further sort. Forms can also be sorted by clicking on the column headers.

Enter text into the fields below the header or select values in the dropdowns to filter the list of Forms. The funnel icon provides additional filtering options. Custom forms can be filtered by Year, Module, Title, Created Date, Modified Date, and/or Status.

Document Status

The current state of the form is noted in the Status column.

If the document DOES NOT have an e-Signature option, there are 4 statuses:

Status	Definition

Status	Definition
	The form contains errors that must be corrected before completion.
	The forms is complete and locked. No further edits can be made.
	The form does not contain any errors; can still be edited.
	The form is complete and is available for parent/guardian(s) and/or students to view on the Campus Parent and/or Student Portal. No further edits can be made.

If the document DOES have an e-Signature option, there are 7 possible statuses:

Status	Definition

Status	Definition
	The form contains errors that must be corrected before completion.
	All errors have been corrected and the form is ready to be sent to the parent/guardian(s) and/or student for eSignature.
	The number of days the signature request was sent and is awaiting e-Signature.
	Indicates all signatures are collected and the form is ready to be completed.
	The form is complete and all participants have signed the document. No further edits can be made.
	The form is complete and a participant has declined the document. No further edits can be made.
	The form is complete and the user has overridden at least one signature. No further edits can be made.