The ClassReach Documentation for admins

Viewing/Editing People Forms

As an admin you may have the ability of Viewing and Editing People Forms for your school. The People Forms control the types of information that is stored about your users. They also dictate your users’ profiles as well as the information gathered within you application. This is a permissions based task, if you do not see some of the options/buttons described in this article then you may need to contact an admin for you school. Have them check your profile and then ensure you have the needed permissions to complete the task.

  • Sign in to your Admin ClassReach account.
  • Navigate to the Settings tab at the top of your screen.
  • Click People Forms in the People Settings window.
  • Here you will see all the default forms and any forms you have added. The default forms and a description of each are as follows:
    • 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 systems within ClassReach will use the data collected here in various ways. User Profile, School Directory, and School Application all pull their data directly from this form.
    • 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 systems within ClassReach will use the data collected here in various ways. Family Profile, School Directory, and School Application all pull their data directly from this form.
    • Student Application Form: This form is part of your school’s online Application process. Applicants will be asked to fill out this information for each Student in their Family when applying.
    • Guardian Application Form: This form is part of your school’s online Application process. Applicants will be asked to fill out this information for each Guardian in their Family when applying.
    • Family Application Form: This form is part of your school’s online Application process. Applicants will be asked to fill out this information for their Family when applying.
    • User Profile Form: Each user within ClassReach is intended to have 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.
    • 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.
  • To edit any of these click the form to open it and click Edit Form.
  • Click the tab of the Page you would like to edit.
  • -or-
  • Click +Page to add a new page.
  • From here you can select fields to edit them, drag and drop them to new locations, and add or delete them.
  • For more detail on using the Form Builder please see this link https://youtu.be/2unNckbjyn4.
  • Once done editing the form click Save.

Related Documents

People Setting Overview

Editing Application Confirmation Settings

Editing Persons