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10/7/2013 #bbcon 1
Online Forms and Directories
NetCommunity – Basic Forms
Online Campus Community – For Education
Online Admissions – forms with Education Edge
By Denise Covington
Director of Information Management
The Blake School
10/7/2013 #bbcon 2
BlakeNet is Blake’s password-protected online resource for parents and
alumni
•Alumni directories (RE)
•Parent directories (RE)
•New this year – Student directories (EE)
•Profile Display (RE)
•Profile Updates – personal information (RE)
•Annual Family and Student Information Updates (EE)
•Sports Registrations and Athletic Forms on file pages (EE)
BlakeNet Uses at Blake
10/7/2013 #bbcon 3
Alumni Directories
• Directory Part
• Integrated with Raiser’s
Edge
• Regional directories
• There is a Directory Part
(Education Edge) that
integrates with
Education Edge
10/7/2013 #bbcon 4
Parent Directories
• Directory Part
• Integrated with
Raiser’s Edge
• An attach queries to
each directory to limit
results to selected
parents only
10/7/2013 #bbcon 5
Student Directories
• Directory (Education Edge) Part
• Integrated with Education Edge
• Can import in student photos into Education Edge and display in
directory as well
• Displays in a list: Photo, Nickname, Last name, Current Grade,
Homeroom Teacher Name, School, E-mail, Student Cell Phone (6 -12th
graders)
10/7/2013 #bbcon 6
Profile Display
• Need to be
logged in
• Profile Display Part
• Integrates with
Raiser’s Edge
• There is a Profile
Display (Education
Edge) part that
integrates with
Education Edge
10/7/2013 #bbcon 7
Update My Profile
• Login required
• Profile Form Part
• Integrates with Raiser’s
Edge
• There is a Profile Form
(Education Edge) part
that integrates with
Education Edge
• Updates personal info
only
• Alumni can also update
education
10/7/2013 #bbcon 8
Update My Profile
• You can pick
and choose what
you want to display
• Biographical
• Address
• Business
• Contact Info
• Spouse/Partner
• Relationships
10/7/2013 #bbcon 9
Form Instructions – Parent View
10/7/2013 #bbcon 10
Form Instructions – Parent View 2
10/7/2013 #bbcon 11
Form List – Parent View
10/7/2013 #bbcon 12
Clicking on start gets you here
10/7/2013 #bbcon 13
• Preview Live Parent Forms – submit one or two
- Information Update Form – students, parents, siblings
- Transportation Form has logic built in
- Health and Urgent Contact Forms
- Immunization Forms
• Backend of Parent Forms – creating
• Exporting to Excel
• How does it come into Education Edge (or RE)
Take a look online
10/7/2013 #bbcon 14
Common Form
Click here
• Not pre-populated
• Can create a
spreadsheet of data
10/7/2013 #bbcon 15
Common Form – Thank you
10/7/2013 #bbcon 16
Confirmation Email
10/7/2013 #bbcon 17
Submission Email to staff
Note: The email format is not editable
within NetCommunity
10/7/2013 #bbcon 18
Form Data
Click on Site Explorer  Forms  Data 
Search for your form  Export
10/7/2013 #bbcon 19
• One form display for all forms is better for parents - navigation wise
(or you can choose to have all paper forms into one form)
• Parents fill out online forms right away or forget about them
• You will need to send reminders
• You can limit who can see forms - only parents of rising K, 7 and new
students need to fill out the immunization form
Tips
10/7/2013 #bbcon 20
• You can add html into form text boxes and the web browsers will read
and display it correctly. This helped us color text, bold text, create
bulleted lists, and insert links within a form itself.
• You can hide the steps at the top if you need to - submit a case to
Blackbaud and they will edit the CSS for you (I do not recommend
editing this on your own if you don’t know CSS)
• Online Admissions forms can have logic built into them (hide
sections, steps based on 2013-14 grade)
You can use html
within forms
10/7/2013 #bbcon 21
• Paper back up for parents without internet access
- Computer on campus for parents to fill out forms
- Library/conference room/kiosk by front doors are some ideas
• Roll out
- Notify parents/constituents well in advance of change
- Be sure to pilot with a small group and solicit feedback!
- Feedback is invaluable!
Things to think about
10/7/2013 #bbcon 22
Questions?
Thank you!

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Online Forms for PK-12 Schools

  • 1. 10/7/2013 #bbcon 1 Online Forms and Directories NetCommunity – Basic Forms Online Campus Community – For Education Online Admissions – forms with Education Edge By Denise Covington Director of Information Management The Blake School
  • 2. 10/7/2013 #bbcon 2 BlakeNet is Blake’s password-protected online resource for parents and alumni •Alumni directories (RE) •Parent directories (RE) •New this year – Student directories (EE) •Profile Display (RE) •Profile Updates – personal information (RE) •Annual Family and Student Information Updates (EE) •Sports Registrations and Athletic Forms on file pages (EE) BlakeNet Uses at Blake
  • 3. 10/7/2013 #bbcon 3 Alumni Directories • Directory Part • Integrated with Raiser’s Edge • Regional directories • There is a Directory Part (Education Edge) that integrates with Education Edge
  • 4. 10/7/2013 #bbcon 4 Parent Directories • Directory Part • Integrated with Raiser’s Edge • An attach queries to each directory to limit results to selected parents only
  • 5. 10/7/2013 #bbcon 5 Student Directories • Directory (Education Edge) Part • Integrated with Education Edge • Can import in student photos into Education Edge and display in directory as well • Displays in a list: Photo, Nickname, Last name, Current Grade, Homeroom Teacher Name, School, E-mail, Student Cell Phone (6 -12th graders)
  • 6. 10/7/2013 #bbcon 6 Profile Display • Need to be logged in • Profile Display Part • Integrates with Raiser’s Edge • There is a Profile Display (Education Edge) part that integrates with Education Edge
  • 7. 10/7/2013 #bbcon 7 Update My Profile • Login required • Profile Form Part • Integrates with Raiser’s Edge • There is a Profile Form (Education Edge) part that integrates with Education Edge • Updates personal info only • Alumni can also update education
  • 8. 10/7/2013 #bbcon 8 Update My Profile • You can pick and choose what you want to display • Biographical • Address • Business • Contact Info • Spouse/Partner • Relationships
  • 9. 10/7/2013 #bbcon 9 Form Instructions – Parent View
  • 10. 10/7/2013 #bbcon 10 Form Instructions – Parent View 2
  • 11. 10/7/2013 #bbcon 11 Form List – Parent View
  • 12. 10/7/2013 #bbcon 12 Clicking on start gets you here
  • 13. 10/7/2013 #bbcon 13 • Preview Live Parent Forms – submit one or two - Information Update Form – students, parents, siblings - Transportation Form has logic built in - Health and Urgent Contact Forms - Immunization Forms • Backend of Parent Forms – creating • Exporting to Excel • How does it come into Education Edge (or RE) Take a look online
  • 14. 10/7/2013 #bbcon 14 Common Form Click here • Not pre-populated • Can create a spreadsheet of data
  • 15. 10/7/2013 #bbcon 15 Common Form – Thank you
  • 17. 10/7/2013 #bbcon 17 Submission Email to staff Note: The email format is not editable within NetCommunity
  • 18. 10/7/2013 #bbcon 18 Form Data Click on Site Explorer  Forms  Data  Search for your form  Export
  • 19. 10/7/2013 #bbcon 19 • One form display for all forms is better for parents - navigation wise (or you can choose to have all paper forms into one form) • Parents fill out online forms right away or forget about them • You will need to send reminders • You can limit who can see forms - only parents of rising K, 7 and new students need to fill out the immunization form Tips
  • 20. 10/7/2013 #bbcon 20 • You can add html into form text boxes and the web browsers will read and display it correctly. This helped us color text, bold text, create bulleted lists, and insert links within a form itself. • You can hide the steps at the top if you need to - submit a case to Blackbaud and they will edit the CSS for you (I do not recommend editing this on your own if you don’t know CSS) • Online Admissions forms can have logic built into them (hide sections, steps based on 2013-14 grade) You can use html within forms
  • 21. 10/7/2013 #bbcon 21 • Paper back up for parents without internet access - Computer on campus for parents to fill out forms - Library/conference room/kiosk by front doors are some ideas • Roll out - Notify parents/constituents well in advance of change - Be sure to pilot with a small group and solicit feedback! - Feedback is invaluable! Things to think about