Introduction
In the Regent Document Assignment Smart Form Manager Tool, users can select documents to be assigned to a group of students in bulk, based on the results of a selected, predefined Queryupdate an existing Smart Form, import an existing Smart Form from a different environment (e.g. QA to Prod), and create a new Smart Form.
Overview
The Smart Form Manager Tool is available in the Regent Tools menu for users with the ‘Smart Form Manager Tool’ permission enabled.
The Document Assignment Tool is comprised of a top section with selection options for Institution Name and Query Name and a bottom section for the selection of Documents to be assigned.
NOTE: This tool is designed to be used at the Institution level. Only one Campus per Institution should be configured.
Getting Started
Schools will need to:
Be on or upgrade to the Regent Award 6.5.0.0 Release or a subsequent Release
Update Enterprise Permission
Create Smart Form
Update Document Tracking Setup
...
| Expand |
|---|
| title | Information Tab Fields |
|---|
|
Section Field Name | Section Description | Required/Optional | Section Field Type | Section Field Options |
|---|
Name | The text entered in this field is displayed as the Smart Form name at the top of the Smart Form in the Student Portal. | Required | Textbox | Federal Award Year | Required | in this field is displayed as the Smart Form name at the top of the Smart Form in the Student Portal. | Required | Textbox | | Federal Award Year | The selection here will be used when creating or updating the Smart Form document requirement, if the document is configured as a FAY scope, by ensuring only the Smart Form document requirement with the associated FAY is created or updated upon completion. If a document is configured as student scope, the Smart Form FAY is ignored when creating the Smart Form document requirement or updating upon completion. | Required | Dropdown | | Start Date | The date entered here will be used as the effective begin date to allow students to access the Smart Form within the portal. | Required | Calendar Date | | End Date | The date entered here will be used as the effective end date to allow students to access the Smart Form within the portal. | Required | Calendar Date | | Smart Form Type | The Smart Form type is used to link a Document to an Active Smart Form to make it available via the Student Portal. | Required | Checkbox | | Code | The text entered here will be used as a short name to identify the Smart Form in the Smart Form Manager. | Required | Textbox Allows alpha-numeric characters without spaces | | Make Regent Data Available | Demographic Information | When this option is selected, the student’s Demographic information is made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| ISIR Information | When this option is selected, the student’s ISIR Information is made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| Student Portal Authorizations | When this option is selected, the student’s Portal Authorizations are made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| UDF Information | When this option is selected, the student’s UDF Information is made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| Regent Access | When this option is selected, the student’s Regent Access information is made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| Fund Information | When this option is selected, the student’s Fund information is made available to pull into the Smart Form. | Optional | Checkbox | Selected Not Selected (Default)
| Section Additional Information and Advanced Settings | Smart Form Id | A system-generated ID is created and associated when creating a new Smart Form. | | Textbox (Read-only) | | Created At | This is the date upon which a new Smart Form is created. | | Textbox (Read-only) | | Modified At | This is the last date upon which a Smart Form was modified. | | Textbox (Read-only) | |
|
...