Filling out a Form in the Portal

This set of instructions will help users fill out a form in the portal. These are very detailed instructions and can be directly shared with your clients or copied and edited to be modified based on your needs; keeping in mind that some of the titles for the tabs indicated below may have been retitled by the school and you may want to replace certain aspects. For example, where the article says "Click here to log in to the portal.", 'here' should be replaced with your school's portal URL. 

1. Start by logging into the portal. Click here to log in to the portal.
2. Go to the Parent Tab in the portal. You will see the Parent Tab at the top portion of the screen. Click on this tab to view it 
3. You will see related tabs on the left side. Click on Requests for Information.
4. This is your Requests for Information, or online forms, table. A list of incomplete Requests for Information will appear (Note: to see all RFIs you may use the yellow filters button to filter for incomplete and completed RFIs)
5. Click Fill out Form for the form you want to start filling out. Take note that you may have more than one form depending on the number of students you have. 
   • Click the Claim button to start the form.
     • When filling out a form that is sent to both guardians, one of the guardians will be able to claim the form. This ensures that no duplicate information, or different information, will be entered on the form. If you are the guardian that has not claimed the form you will still be able to view the form from the Requests for Information table.
   • You are now ready to fill out the form. Each page title of this form will appear at the top of form. The page you are on will be highlighted in green. As you advance, the pages you have completed will be highlighted in blue.
   • Each page may require you to fill out and/or approve that certain information is correct. You will be prompted with an error message to let you know what required information was not completed, if in fact, you do not complete the required information. We have also included instructions on certain pages to help guide you through this process.
   • You may use the action buttons at the top or bottom of the screen to save progress, advance pages, or save and back out of the form.
   • When you have completed a page click on Save progress and go to next step to advance to the next page.
   • Once you have completed each page and have advanced to the last page you will have the option to review and complete the form.
   • On the last screen, you will be required to provide an eSignature and to check the box "I verify that the information in this form is accurate and up to date."
   • Once you have finished this step, click on Complete to finish this form. Once you have completed the form you will be taken to a screen where you will have the option to review or download the form.
     
6. You have now completed your Request for Information! 
   PRO TIP! You will be able to download your form at any time in the future by returning to the Request for Information tab.