Top 10 Administrator Tasks in FinalForms

Edited

Welcome to our handy guide designed specifically for administrators! This document will help you swiftly navigate the most common tasks in the Manage > Students section, complete with direct links to detailed step-by-step instructions. Let’s get started!

1. Check Why a Student Is Not Eligible

Use this option when a student shows red or yellow status indicators.

👉 Understanding Student Compliance Colors & Status Icons

2. Enroll a New Student Applicant

This step is essential when parents have completed the registration process.

👉 Enrollment Mode & Applicants

3. Create or Edit a Student Account

Use this feature to make corrections, update records, or add new students.

👉 Creating and Editing Student Accounts

4. Review or Approve Medical Documents

This is necessary to approve physicals or uploaded forms.

👉 Managing Student Documents

👉 Managing Physicals & Concussion Baselines

5. Send Reminders to Parents or Students

Use this feature to prompt for signatures, payments, or renewals.

👉 Communicating with Students and Parents

6. Apply or Update Eligibility Rules

This is important for managing discipline, academics, or temporary restrictions.

👉 Custom Clearances Explained

7. Find a Specific Group of Students

Utilize filters to target emails or exports effectively.

👉 Using Filters to Find and Manage Students

8. Print Emergency or Transportation Cards

This is useful for events, travel, or daily operations.

👉 Exports, Reports, and Cards

9. Sync Student Data to Your SIS

Make sure to do this after reviewing updates or enrollments.

👉 Gatekeeper: Syncing Student Data with Your SIS

10. Clean Up Duplicate Student Records

Use this option when you find multiple accounts for a single student.

👉 Merging Duplicate Student Accounts

We hope this guide makes your administrative tasks easier and more efficient. Happy managing!