The People Forms consist of Info Forms and Profile Forms for Users and Families. The Info Forms store data and the Profile Forms make viewing/editing their data accessible for Users. Admins can view/edit all four forms.
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Sign in to your Admin ClassReach account.
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Navigate to the Settings tab at the top of your screen.
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Click People Forms in the People Settings section.
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Here you will see the following forms:
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User Info Form: This form is the core of the data you store for individual users within ClassReach. The data stored here is intended primarily for internal school purposes but can be easily linked to for access directly from the end user. Other sections within ClassReach will use the data stored here in various ways. People pages, Forms, Reports, Financial Agreements, User Profile Forms, School Directory, and Applications all can pull their data directly from this form.
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Family Info Form: This form is the core of the data you store for families within ClassReach. Information such as “Address” and “Home Phone” can be entered for the family, and then be passed easily to the individual, eliminating the need to enter that information multiple times per family member. The data stored here is intended primarily for internal school purposes but can be easily linked to for access directly from the end user. Other sections within ClassReach will use the data collected here in various ways. People pages, Forms, Reports, Financial Agreements, Family Profile Forms, School Directory, and Applications all can pull their data directly from this form.
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User Profile Form: Each user within ClassReach has their own login. Once logged in the user can choose to “View Profile”, and view or update any of the information on their User Profile page. This form determines what shows up on that page. By letting the user update their own information, administrators no longer have to retrieve that information themselves. This form links directly to the User Info Form so that school data can be kept in sync as users update their own info.
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Family Profile Form: In addition to viewing and updating their personal profile info, a user can also view and update their family’s info from the Family Profile page. This form determines what shows up on that page. By letting the user update their family’s information, administrators no longer have to retrieve that information themselves. This form links directly to the Family Info Form so that school data can be kept in sync as users update their own family’s info.
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To edit any of these click the form to open it and click Edit Form.
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Click the tab of the Page you would like to edit.
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Click +Page to add a new page.
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From here you can select fields to edit them, drag and drop them to new locations, and add or delete them.
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Once done editing the form click Save.
Additional References:
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See the linked article for detailed instructions on Editing Forms.
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For a detailed explanation of how all the ClassReach Forms work and link to each other we recommend this video - Forms Overview Video