Using Computerized Forms

The Forms folder that has been placed in your home directory is a read only folder which means that you cannot add anything to the folder, make changes to anything in the folder, or save anything in the folder.   (If you have not taken the Forms Inservice, you will not have access to this folder.)   Because of this, you will need to create a place in your home directory to save all of your completed forms if you wish to do so.  I would suggest doing this before you ever start using the forms so you have a place to save the completed forms.

Here is what I would suggest doing:
Double click on My computer
Double click on your home directory – (CawleyC$ on ‘Mls_svr’)
Click on File
Click on New
Click on Folder
Name it something like – Completed Forms

*** NOTE:  You only have to do the above steps ONCE.  Once you have created the new folder, you don’t have to do it again.

*** NOTE:  When you save the form, it will save it two different ways – you can delete the one that has the Internet Explorer “e” on it.

To delete the extra form:
Find the form (wherever it is saved)
Right Mouse click on it
Choose Delete

*** NOTE:  You can print any form off at any time if needed.


Filling Out a Form

1.  Double Click on My Computer.
2.  Double Click on your Home directory (CawleyC$ on ‘Mls_svr’).
3.  Double Click on the Forms Folder.
4.  Double Click on the Form that you want to fill out. 
5.  Click on OK.
6.  After the form opens up, Click on Tools.
7.  Click on Security.
8.  Click on Database.
9.  Type in Signatures.
10.  Click on OK.
11.  Click on OK .
12.  Fill out the appropriate parts of the form.
13.  If you need to put in a signature – it is your EMAIL username and EMAIL password.  If you don't remember this password, please see Connie.
14.  After you have completed the form you need to save it.
15.  Click on File.
16.  Click on Save As…
17.  Find the folder that you want to put the form into.  Make sure it is under your home directory.
18.  Name the form so you know what it is.
19.  Click on save after you have made the changes.
20.  You will get a message saying that some email systems……Click on OK.
21.  Check on the bottom of the form to see if there is a routing line.  If so, remember who is listed first because that is who you are going to send the form to in the next section.
22.  Close the form.
23.  Now you need to email the form on to the next person.
24.  Open your email.
25.  Click on the new mail message icon.
26.  Fill out who you are sending the message to.  (It should be the first person on the routing line, or whomever you would normally give it to.)
27.  Fill in the subject line and write a message if you want to.
28.  Click on Insert.
29.  Click on File.
30.  Go and find the form that you just finished filling out.  It should be in your Home directory in the Completed Forms folder unless you set your files up differently.  Remember NOT to click on the one that looks like the Internet Explorer “e”. 
31.  Single click on the form that you want to send and then click on Insert.  You will see an icon in the email preview box now.
32.  Click on Send.
33.  That is all that you have to do to send your form.


Working with Forms that have been emailed to you

Teachers - When you get a file back from an administrator here are the steps to follow.   Administrators – This is what you do when you receive a form.

1.  Open the email.
2.  Double click on the icon of the form to open it.
3.  You will get a message about Warning – this file could contain a virus save to disk or Cancel?  Click on Save to Disk.  Save the form in your Completed Forms file in your Home directory.  (Or any other file that you wish to use.)  DO NOT CHANGE THE NAME OF THE FILE AT THIS POINT.  Click on Save.
4.  Minimize your email and go and find the file that you just saved.
5.  Double click on the file to open it.
6.  When the program starts, click on OK.
8.  Click on Tools.
9.  Click on Security.
10.  Click on Database.
11.  Type in Signatures.
12.  Click on Browse.
13.  Click on Your Home Directory – (CawleyC$ on ‘Mls_svr’).
14.  Click on the Forms folder.
15.  Click on Signatures then click on Open.
16.  Click on OK.
17.  Click on OK again.
18.  There should now be a Checkmark after any signature that is on the page.  This verifies that everyone saw your form and you are approved or disapproved.  If there is a disapproval, it will be noted in the email that has the form attached to it.
19.  At this point, you can change the name of the form to suit your needs.  You can also put it in a different file folder if desired.
20.  When you are done with the form, you can close it.

 Administrators – at this point, you would go back to here (#24 above) and email the form on to the next person.