š Account type(s) with default permissions to manage this: District Admin / Permissioned Users
š» Tier(s) this is available for: Foundation, Essential, Pro
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Before you create and launch form cycles, a few setup steps keep everything running smoothly: configuring templates to match your district's workflows, setting permissions so each role has the right level of access, and tagging courses so forms route to the correct teachers. You'll typically complete these at the start of the school year and revisit them whenever your district's processes, staff roles, or course offerings change.
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Course Tagging
Ensure the correct educators receive their Forms
Configure Templates
Create & customize form templates for collecting or reviewing data for compliance workflows
Manage District Form Configurations and Permissions
Control what teachers, specialists, principals, and other staff can view and do within Forms
Manage Contributor Roles
Understand the difference between matched, manual, and optional roles and how each is used across workflow types
Managing Students in a Form Cycle
Ensure the correct students are identified and added to specific form cycles
Create Form Cycle(s)
Set up time-bound cycles that connect your templates, student lists, and contributors into a launchable workflow
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What's next? Read on to learn how to manage form cycles.