The Carry Over to Next School Year feature allows admins or users with the required permissions to create smartFORM instances for the new school year. When enabled, a form for the new school year will be created with all relevant available data and will be editable for those with permission to do so. This article explain how to enable this feature.
Required Permissions: Create forms templates and Manage all form templates
Before you Begin
Users will not be able to enable the Carry Over to Next School Year feature unless Form Restrictions have been enabled. Take a look at Setting Advanced smartFORM Permissions for an Individual Template to learn more.
Where to Start
- Navigate to smartFORMS.
- Select the Form Templates tab.
- Select Status Codes.
- Use the slider to determine if the forms will Carry Over to Next Year.
SmartFORMS should only be carried over after the new school year roster data has been imported.
When enabled, all form instances associated to the prior year will be locked archived, and available to view on the first day of the new school year. A form for the new school year will be created with all relevant available data and will be editable for those with permission to do so.
Turning the Carry Over to Next Year slider "On" will automatically lock the associated form status.
- Use the 3 dot menu.
- Select Carry Over to Next Year.
- Confirm carrying over the smartFORM by selecting Yes, Carry Over.
The number of instances that will be carried over, as well as the number of insances that will not be carried over due to their Status Code will appear in the confirmation pop up.
- The status of the carry-over process will appear in a notification window at the bottom right of the screen. Users can download a .csv file that lists the carried over forms once the process is complete.