HVPs
-Leave Requests
-Reimbursements
-Onboarding
-Field Trip Requests
Onboarding Paperwork
What is the difference between a form being denied and sent back?
Denying a form removes it form from the route
How do you add multiple options to a dropdown on the platform at once?
Sperate with a ;
What is a reliable resource to verify district enrollment, school site count, and FTE?
NCES.ed.gov - National Center for Education Statistics
An HR department has all of their forms on paper and is open to ideas to get started. What are two HVPs you would recommend during discovery?
HVPS -Personal Requisition, Leave Request, PAR, Transfers, Employee Change
The Approval Route at a glance, Responses Tab, Access Control, Filters, etc.
Explain why we maintain the same look as a paper/PDF form when working with a district.
Change Management/Easy for employees to use
What are ESSER Funds?
Bonus - Why is this relevant to our districts now?
Elementary and Secondary School Emergency Relief Funds created from the CARES Act to address the impact of COVID-19.
Bonus - Many schools will no longer have ESSER fund resources after this year.
Explain what the function of a Stipend Request Form is.
A request for a predetermined or fixed amount of money paid to perform certain tasks outside of their regular salaried position.
What fields can be used to track and filter data on the backend of the platform ("Responses Tab")?
Everything except Checkboxes
What are three of the four field options for the general responses field on the platform?
None, Number, Phone Number, and SSN
Name a state that receives over $100 Million per year in Impact Aid Funding.
Texas, Arizona, New Mexico, Alaska
What is the function of a Personnel Requisition Form?
A formal request to create a new position within a district that requires internal district approval before a formal job offer can be made.
What are three ways data can be exported from Informed K12?
1. CSV Export
2. As a single PDF file Export
3. As individual PDF files Export
How do you turn on document editor Hotkeys to use on the platform?
Under main account settings, "Advanced Settings", then toggle "Document Editor Hotkeys" to "On".
Define what an SIS is and provide a prominent example that exists in your territory.
A Student Information System stores and tracks all student data that a teacher and/or administrator need to manage their classroom or run their school. The SIS will typically integrate with a LMS (Learning Management System) that help teachers manage educational coursework online (Google Classroom, Canvas, Schoology, etc.)
SIS - Powerschool, Skyward, Infinite Campus, Aeries, etc.
Define the IK12 internal definition for High Value Process in terms a new customer would understand.
Routes from district office to school sites, touches multiple departments, high volume throughout the entire school year, and typically impacts how employees are hired/paid.
What are three potential ways we can route a form to the next step of an approval process?
1. Pre-determined routing
2. Conditional Formatting
3. Open Ended Entry
What are two advanced tool buttons that can be activated using the "Advanced Options" dropdown menu?
Reference # and Calculations
Roughly what percentage of the overall market share does DocuSign have for E-signatures (all markets)?
***within 5 percentage points***
54.8%