Configure Form Templates to Address Services

🔐 Account type(s) with default permissions to manage this: Ellevation Administrator

💻 Tier(s) this is available for: Foundation, Essential, Pro

When building or editing a form template, you can add a Services section that lets contributors review, add, edit, or delete EL services for individual students. This keeps student profiles current without leaving the form.

ℹ️ Note

Before you begin, confirm whether your district uses Language Programs, Services, or both to support students.

• Language Programs only — refer to the Use Forms to Address Language Programs article instead of this one.
• Services only — continue with this article.
• Both Language Programs and Services — complete this article first, then review the Use Forms to Address Language Programs article.

Select a topic below to find the Services section setup that best fits your district's needs.

• Decide How to Use the Services Section in Forms
• Update Existing Services
• Set Up Form Templates for Reviewing, Adding, or Editing Services

Decide How to Use the Services Section in Forms

You can configure the Services section in two ways, depending on whether your district wants contributors to view services only or to actively add and edit them during a form. Use the table below to identify which setup fits your workflow.

Should contributors be able to add or edit Services in the form?
Scenario	Example	Toggle Setting
Your district wants contributors to reference student services during a form without changing student profiles.	"We want educators to see a student's service(s) while completing progress monitoring forms."	Off Learn how to set up forms for reviewing Services
Your district wants contributors to review, edit, and/or assign new services for students directly within a form.	"In a meeting, we review each student's services and may need to edit, delete, or assign a new service to best support them."	On Learn how to set up forms for adding and editing Services

Update Existing Services 

To update an existing Services section 

1. Click the preview on the right (the section with the arrow in the screenshot below) to open up the edit panel on the left.
2. Make any necessary adjustments (districts typically adjust the Academic Session each semester or annually).

📝 Edit an existing Services section in the Form Template Builder.
 

Set Up Form Templates for Reviewing, Adding, or Editing Services

Use this setup when your district wants contributors to see a student's current services in a form with the ability to add or edit them. This is ideal for progress monitoring workflows where service information needs to be reviewed and updated.

1. Navigate to the Admin menu icon > Forms Settings > Templates.
   • To create a new form template, click New.
   • To edit an existing template, click the name of the template. For more detail, review Configure Form Templates.
2. Search for EL Service under the Add Section panel. 
   • This section may appear as LEP Services, ELL Services, ML Services, or EB Services. To update this label, go to Account Settings and change the EL label. See Account Settings for details.
3. Select EL Service from the Form section type list under "Determinations."
4. Make any other adjustments or configurations that might be needed.
5. If you want contributors to add new or edit existing EL services, turn on the Allow contributor to add a new services and edit existing services toggle.
6. (Optional) Add a description or select specific academic periods to limit which services display in the form.

📝 The EL Services section with the add and edit toggle on.

When contributors complete a form with this setup, they will see services currently assigned to each student and are able to make changes.

💡 Quick Tip

This setup works well for team meetings where educators need context about a student's services and should update records during the session. Reserve the editable setup for workflows where service changes are part of the intended outcome.

When educators complete a form with this setup, they can view existing services for each student and add new ones by clicking + Add Service.

📝 The form view for contributors — existing services are displayed and the + Add Service button is available.

Complete the Add Service Fields

When a contributor clicks + Add Service, they will fill in the following information for the student:

1. Select the Service to assign to the student.
2. Select the time period for the service.
   • Full-year is the default.
   • Semester-based periods can also be selected.
3. Optional: Select a service schedule and educator. For example, a student might receive a specific service for 30 minutes twice per week.
4. Click Add. The newly added service will appear in the form with an Added badge.

⚠️ Warning

A newly added service is saved to the form but is not applied to the student's profile in Ellevation until the form is submitted. Make sure contributors submit the completed form to finalize any service changes.

For additional help building form templates, review Configure Form Templates.