Creating a Grade 3 Retention Exemption Form
PURPOSE
This form is for parent to indicate their request to promote their child to 4th grade even though they have not met the promotion score on Ohio’s state test for Grade 3 English language arts. They will open this form in the portal and sign electronically.
NOTE: While this process can be completed manually as shown below, as long as the teacher marks the RIMP as “Ready for Parent Electronic Signature”, an automated nightly job will create this form and place in the portal for parents to sign.
Create Grade 3 Retention Exemption Form
Path: Index > Student Information > General > Forms > New
Browse to the path above
If you have not already selected a student, you may be prompted to search for a student at this point.
Once you have selected the student, click the Forms tab and choose
Choose Grade 3 Parent Request Exemption from the Select Form list
Before the form appears, you will be prompted to choose which parent will be signing the form. You should choose the parent that has a portal account if possible.
Click the empty box
Choose the parent from the list. The list contains ALL contacts (parents, guardians, siblings, etc.)
Click the Create Form button at the bottom to continue
The form will appear with the current date, principal name, student name, and parent name that you selected above
You will need to fill in the appropriate assessment scores in the Student Score column for each test the student took.
If anything is inaccurate, you can edit any field. If everything is correct, click Save & Stay.
Send for E-Signature
Next, the form must be made available for parents to sign in the portal. Click on Review Participants:
If the parent does not have an account, you will not be able to send the form to be e-signed, and you will be prompted with this message. To continue, click Close. Direct the parent to create a portal account. Your building secretary can assist with this process.
If the parent does have a portal account, you will see the Form Detail screen slide out from the right. Click Request eSignatures.
You will get a confirmation that the form will now be read-only. Click Request eSignatures again.
The forms tab will now show that the document is awaiting the parent signature.
What the Parent Sees
On the Home menu, parents will now see the Grade 3 Parent Request Exemption form in the Documents Need Attention section.
They must click on this form to view and sign
Complete documentation for signing a document (using the RIMP as an example) can be found here.
Mark Parent Signature Form as Complete
Once the document has been signed, it will appear on the forms tab with an action required label. *
Click on the label, then click the Complete button at the bottom.
When the confirmation message appears, click the Complete button again.
The document now has a locked & signed label and can no longer be modified.
If the screen still shows the 1 day pending e-sign label, this means that there is more than one parent that can sign the form. See the section below to override the second signature, as it is not required.
Signature Override
In the event that there is more than one guardian, the teacher can override additional parent signatures, since only one signature is required for the form.
To do this, open the form as mentioned above, and click on Review Participants.
Next, select the checkbox next to the signature you wish to override. Add a comment for the reason, then click Save Override.
Department of Accountability & Other Support Services
Division of Information Management