This article will cover the following topics about how to create your Enrollment and People Multi-Page forms. Please see Additional Resources: Sending and Tracking Multi-Page Forms below for links to resources about these two topics.

Part One: About Multi-Page Forms

What is a Multi-Page Form
People vs Enrollment Multi-Page Forms
Widgets (aka: Page Items)

Part Two: Creating & Managing Multi-Page Forms

Creating a New Multi-Page Form
Adding Pages 
Adding Widgets 

Additional Resources: Sending and Tracking Multi-Page Forms

Quick Steps for Sending a Request for Information
Using the Submitted/Pending Enrollment Forms Tables or Using the Submitted/Pending People Forms Tables

Part One

Part One of this article will cover Multi-Page Form (MPF) basics. This can be used as a reference for anyone experienced with building MPF's or can serve as an out of the box guide for anyone learning to build these for the first time. 

What is a Multi-Page Form?

Multi-Page Forms (MPF’s) are forms that your community (e.g., parents, students, teachers, volunteers, etc.) can fill out online in their BigSIS portal from anywhere, at any time. For example, when your school needs to send Back to School paperwork this tool will allow your users to update household information, health conditions, vaccines, medications, and much more. You can also collect images and documents, permissions and various other types of information.

MPF’s are easy to send to portal users with the Request for Information (RFI) tool (see Quick Steps for Sending a Request for Information), and can be sent to people, guardians, or students. You will also be able to track the completion of your MPF’s easily and quickly (see Using the Submitted/Pending Enrollment Forms Tables or Using the Submitted/Pending People Forms Tables).

Enrollment vs People Multi-Page Forms

There are two main differences between Enrollment and People MPF's. The main difference is that Enrollment MPF's are designed to be sent and filled out by the parent and the information provided will be about the student. People MPF's are designed to be sent to any person in your system and filled out for and by that person. This means that information provided in an Enrollment MPF will be stored in the student's person record and the information provided in a People MPF will be stored in that person's People record.

Widgets (aka: Page Items)

Widgets are what you will place on each page to customize your MPF. Part Two below will discuss how to add widgets and will also discuss what widget options you have. These options will be slightly different for Enrollment vs. People MPF's and will be explained in detail in Part Two.

Part Two

Set up Multi-Page Form (MPF)

1. Go to Forms > Multi-Page Forms > Enrollment / People MPF Forms
2. Click New button to create a new MPF.
3. Give your MPF a new Title such as “Back to School Form - 2019/2020” or “Health Information Update Form - 2019/2020.”
4. Choose Form Used For.
   1. You will have the choice to use this type of MPF on either the People table or the Enrollments Table.
      1. If you choose the People table to build your MPF, when you are ready to send out the RFI you will be able to send to Guardians or People.
      2. If you choose the Enrollments table you will be able to send the RFI to Guardians or Students.
5.  Select if this form should require a Signature.
6. Select the Signatures Allowed.
   1. You will have the choice of eSignature, Offline, or Any.
7.  Select Payments Allowed.
   1. You will have the choice of Credit Card, Check, or Any. 
      Tip: If you do not use Authorize.Net with BigSIS you will only be able to select Check as your payment method.
   2. Click Save and Continue.

Add pages to your MPF 

To start building your MPF you are going to add pages. You will add pages first and then, after you add pages, you will be able to add page items based on the needs for your MPF. Each MPF can be as many pages as you need them to be.

1. Click the New button to add a new page.
2. Add a Title for this page, such as “Introduction”, “Instructions for this form”, or “Verify Health Information”.
3. Click Save and Continue to add more pages to your MPF.
4. Click Save and Back when you have added the pages you need.

Adding Widgets

After you add pages to your MPF you will add page items to customize your MPF. Page items will vary depending on the type of MPF you are building. This section will discuss the steps to start adding widgets and the different widget options you will have. Skip to the section that discusses the widgets for the MPF type you are building.

Enrollment MPF

1. Start by editing the page you want to add widgets to.
2. Click New to add a new page item.
3. Enrollment MPF page items
   1. Agree To - provides a message to the user and includes an "Agree To" checkbox
   2. Custom Form w Field Data tied to the Request - allows you to use a custom form and tie the data to the request
   3. Custom Form w Field Data tied to the Student - allows you to use a custom form and tie the data to the student record
   4. Custom Form w Field Data tied to the Student’s Admission Record - allows you to use a custom form and tie the data to the student's admission record
   5. Custom Form w Field Data tied to the Student’s Enrollment Record- allows you to use a custom form and tie the data to the student's enrollment record
   6. Custom Form w Field Data tied to the Student’s Person Record- allows you to use a custom form and tie the data to the student's person record
   7. Demographic Questions & Fields for Enrollee
   8. Discount - provides a discount field to offer optional or required discounts along with a message to the user (this widget directly connects with the below Fee widget and is a discount of that fee) 
   9. Emergency Contacts for Enrollment - provides a widget with pre-set fields to add emergency and pickup contacts
   10. Enrollee Can Leave Campus - provides a message to user with a yes or no question "Can enrollee leave campus?"
   11. Fee - provides a field to offer an optional or required fee (the discount widget can be used in conjunction with this widget)
   12. Fee with Discount - provides a field for an optional or required field for both fee's and discounts
   13. Generic Text Area for gathering large text - allows you to add a message to the user and the user will be provided with a multi-line text box to type into
   14. Health: Allergies and Health Conditions - provides a pre-built widget to allow users to input allergies and/or health conditions (the list of allergies and health conditions are customizable - go to System > Health Setup)
   15. Health: General Health Information - provides a pre-built widget to allow users to input health insurance information, including Health Insurance Company,  Health Insurance Policy Number,  Health Insurance Policy Expiration, and blood type (optional) 
   16. Health: Health Care Providers- provides a pre-built widget to allow users to input doctors, dentists, hospitals, and other providers 
   17. Health: Medications - provides a pre-built widget to allow users to input medications (the list of medications are customizable - go to System > Health Setup)
   18. Health: Releases and Permissions - provides a pre-built widget to allow users to input releases and permissions (the list of releases and permissions are customizable - go to System > Health Setup)
   19. Health: Vaccinations -  provides a pre-built widget to allow users to input vaccinations (the list of vaccinations are customizable - go to System > Health Setup)
   20. Html Text Message to User - allows you to provide a formattable message for users to read
   21. Release Form
   22. Upload Document tied to Request - provides an upload option for users
   23. Upload Person Image
   24. Yes or No (not none) Choice - allows you to provide a message to the user; the user will be required to select yes or no
   25. Yes or No Choice - allows you to provide a message to the user; the user will be able to select yes or no
4. Once you have added all of the Widgets to your MPF click Save and Back to go back to your list of pages. 
5. Edit each additional page with these same steps to customize each page to your liking. Once you have added customized your MPF it is time to add alerts and test your form.

People MPF 

1. Start by editing the page you want to add widgets to.
2. Click New to add a new page item.
3. People MPF page items
   1. Agree To - provides a message to the user and includes an "Agree To" checkbox - see an example
   2. Custom Form w Field Data tied to the Student’s Person Record- allows you to use a custom form and tie the data to the student's person record - click here to see an example
   3. Custom Form w/responses saved to the person's volunteer record- allows you to use a custom form and tie the data to the person’s volunteer record
   4. Custom Form w/responses saved to the request- allows you to use a custom form and tie the data to the request
   5. Discount - provides a discount field to offer optional or required discounts along with a message to the user (this widget directly connects with the below Fee widget and is a discount of that fee) - click here to see an example
   6. Fee - provides a field to offer an optional or required fee (the discount widget can be used in conjunction with this widget) - click here to see an example
   7. Fee with Discount - provides a field for an optional or required field for both fee's and discounts - click here to see an example
   8. Generic Text Area for gathering large text - allows you to add a message to the user and the user will be provided with a multi-line text box to type into - click here to see an example
   9. Health: Allergies and Health Conditions - provides a pre-built widget to allow users to input allergies and/or health conditions (the list of allergies and health conditions are customizable - go to System > Health Setup) - click here to see an example
   10. Health: General Health Information - provides a pre-built widget to allow users to input health insurance information, including Health Insurance Company,  Health Insurance Policy Number,  Health Insurance Policy Expiration, and blood type (optional) - click here to see an example
   11. Health: Health Care Providers- provides a pre-built widget to allow users to input doctors, dentists, hospitals, and other providers - click here to see an example
   12. Health: Medications - provides a pre-built widget to allow users to input medications (the list of medications are customizable - go to System > Health Setup) - click here to see an example
   13. Health: Releases and Permissions - provides a pre-built widget to allow users to input releases and permissions (the list of releases and permissions are customizable - go to System > Health Setup) - click here to see an example
   14. Health: Vaccinations -  provides a pre-built widget to allow users to input vaccinations (the list of vaccinations are customizable - go to System > Health Setup) - click here to see an example
   15. Html Test Message to User - allows you to provide a formattable message for users to read - click here to see an example
   16. Upload Document - provides an upload option for users - click here to see an example
   17. Verify Person’s Address, Phone, and Email Address Information - allows the user to update their personal information - click here to see an example
   18. Yes or No Choice - allows you to provide a message to the user; the user will be able to select yes or no - click here to see an example
4. Once you have added all of the Widgets to your MPF click Save and Back to go back to your list of pages. 
5. Edit each additional page with these same steps to customize each page to your liking. Once you have added customized your MPF it is time to add alerts and test your form.

Adding Alerts to your MPF

After you create your MPF we recommend you set up email alerts to be notified when the MPF is completed. These alerts will be set up just like any other alert, with the exception that you set up the alert from the MPF, NOT from the alerts table. Follow these quick steps to add an alert to your MPF.

1. From the left menu go to Forms > Multi-Page Forms > View/Edit Enrollment and People MPF's.
2. Edit the MPF you want to add an alert to.
3. Click New to add a new alert.
   (Click to enlarge image)
   
4. Select a Distribution List (How to Set up a Distribution List) and an Email Account (Setting up New Email Accounts to Send From BigSIS) to send the alert from (you will only see Email Accounts that your user is tied to here). Click Save and Back and you are done!
   
5. You are done setting up the alert for this MPF!