🔐 Account type(s) with default permissions to manage this: Administrator; Specialist (view/complete permissions vary — contact your Ellevation Administrator for details)
💻 Tier(s) this is available for: Foundation, Essential, Pro
Forms is Ellevation's unified workspace for gathering educator input, documenting student program decisions, and reviewing responses — all in one place. As an Administrator or Specialist, you can use it to configure and manage Forms across both monitoring and meeting workflows.
🔎 Before You Begin
This article is written for Administrators and Specialists who configure and manage Forms. If you have a teacher account and need help completing a Form, see the guide to completing a Form instead.
Use the links below to jump to the section that fits your goal:
- Forms Overview
- Monitoring with Forms
- Setting Up Monitoring Cycles for Experienced Users
- Meetings with Forms
- Concluding Cycle Processes
- Roll Out Forms to Your District
- Get Started with Forms
Forms Overview
Forms gives Ellevation Administrators and Specialists a single, configurable workspace to gather teacher input, document student program decisions, and review responses. Districts use Forms to meet and exceed federal compliance requirements for English learner (EL) documentation.
Monitoring with Forms
Use Forms to request or review input from classroom teachers and other key stakeholders about current and former EL student progress. Common monitoring use cases include:
- Progress Monitoring
- Exited Monitoring
- Teacher input on student readiness for reclassification or program exit
- TX: Designated Support recommendations
Administrators configure digital Forms for educators to complete within Ellevation Platform. Once educators submit their responses, the EL team can review feedback and take any necessary follow-up actions.
📝 Step-by-step Monitoring with Forms workflow for Administrators. Open the full printable guide: Google Docs | Microsoft Word
💡 Quick Tip — Specialist Steps
The workflow above is designed for Administrators. Specialists have a different set of steps for managing Forms. Download the Specialist steps guide to share with your team.
Setting Up Monitoring Cycles for Experienced Users
Already familiar with Form Cycles? Use this streamlined setup guide to move quickly through the configuration process for future cycles without repeating the full walkthrough.
Meetings with Forms
Use Forms to document decisions made by groups about a student's program placement or services. Common meeting use cases include:
- Initial Classification Meetings
- EL Progress Meetings
- Exit/Reclassification Meetings
- Monitored Student Progress Meetings
- TX: Initial (BOY), Assessment (MOY), and EOY LPACs
- CA: Reclassification Meetings
- FL: Reevaluation/Extension of Services Meetings
Administrators configure digital Forms so that Specialists and other key stakeholders can conduct and record student meetings directly in Ellevation Platform.
Follow the steps below to get started documenting student decisions with Forms:
📝 Step-by-step Meetings with Forms workflow for Administrators. Open the full printable guide: Google Docs | Microsoft Word
💡 Quick Tip — Specialist Steps
The workflow above is designed for Administrators. Specialists have a different set of steps for conducting meetings. Download the Specialist steps guide to share with your team.
Concluding Cycle Processes
After collecting Forms responses, there are a few important wrap-up steps to complete. Closing a cycle removes teacher access to student profiles — a critical safeguard, since any teacher assigned to an open cycle retains access to student profiles even after a grade promotion or transfer.
⚠️ Warning
Teachers assigned to Forms in an unclosed cycle will continue to have access to student profiles even after grade promotion or transfer. Always complete the concluding cycle steps as soon as the workflow is finished.
See the full Concluding Cycle Processes article for step-by-step guidance.
Roll Out Forms to Your District
Whether you're transitioning from the legacy Meetings and Monitoring tools or introducing Forms to your district for the first time, the Forms Rollout Toolkit has everything you need. It includes email templates, turnaround training resources, best practice guides, videos, and more — ready to share with teachers, EL teams, campus leaders, and other key stakeholders.