You can create and manage student and staff paperwork across all sites from the Enterprise Admin dashboard. On the left-hand side, click the Paperwork tab and select "Student paperwork" or "Staff paperwork."
💡 This article addresses the paperwork features specific to Enterprise accounts. For a comprehensive walkthrough of all aspects of paperwork, click here.
Create Paperwork
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Paperwork can be created at an enterprise level by navigating to the Paperwork tab on your Enterprise dashboard. Select the blue Create button in the upper right-hand corner and select the type of paperwork that you would like to create. There are four types of paperwork for students or staff. Click the links below to read a detailed article on working with the different types of paperwork.
Forms: Forms are a group of questions that guardians must complete.
Fillable PDFs: Fillable PDFs are documents that guardians should complete in Playground.
File Requests: File Requests allow guardians to upload PDF or photo versions forms/documents.
Resources: Resources are view-only files that can be shared with guardians.
Share Paperwork Between Sites
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Once paperwork is uploaded, you can select the specific sites and guardians who should have access to it.
On the Paperwork tab of your Enterprise dashboard, click on the form, fillable PDF, file request, or resource you would like to share.
When the document is selected, a drop-down will appear with every site in your enterprise.
In the assigned column, toggle the yes/no button depending on which sites should have access to the document. Click the pencil icon in the assigned column to assign the document using tags. Once you add the tags, the document will be shared with all sites that match them. You'll need to remove tags individually if you want to unassign a site later.
In the recipients column, select the text to adjust the recipients.
Share Multiple Documents in Bulk
You can now share multiple forms at once using the bulk sharing tool; great for quickly rolling out documents across all or specific centers.
From your Enterprise dashboard, navigate to the Paperwork tab and click Student paperwork or Staff paperwork.
Select the checkbox next to each document you want to share. You'll see a confirmation at the top of the list showing how many items are selected.
Click the Share with centers button in the upper right-hand corner.
In the Share with centers window, choose how you'd like to share:
a. Assign to all centers: Toggle this on to share with every center in your enterprise. A warning will appear confirming the paperwork will be available to all guardians and staff across all centers.
b. Select specific centers: Toggle Assign to all centers off, then use the Select centers dropdown to choose individual centers.
Click Share with [X] centers to confirm.
💡 The paperwork will be made available to all guardians and staff at the selected centers once shared.