Schools can now tailor Campus forms to each team, so the health office, the admissions team and the registrar's office each see the fields that matter to their work. Every form stays focused and quick to complete, and everything already recorded about a student stays in view.
What can schools do with tailored forms?
Give each team its own view. The school nurse, the athletic trainer, admissions staff and the front desk can each work on the same student record through a form arranged around their own job.
Set one starting point for the whole staff. A school chooses a standard view for everyone, then gives particular teams or people a view of their own.
Match the form to the visit. In the health office, a visit template can bring up the view a particular kind of visit needs, so a sports injury opens with the injury details ready to complete.
Keep the complete record. Tailoring a form changes what each person sees on the screen. Information already on a record always shows, and the details a record needs are always on the form.
Adjust it in moments. School administrators tailor a form from the form itself, and staff see the change the next time they open it.
How do tailored forms help school staff?
A focused form lets each person record what they know, quickly and completely. The school nurse documents a visit on a form arranged around clinical care. The admissions team works through the details it collects about each family. The registrar's office sees the student information it maintains. Every team still works from one shared record, so a student's information stays together in one place across the school, from the first inquiry to graduation.
Questions schools ask
Does tailoring a form remove any information? No. It changes what appears on the screen. The information stays on the student's record and in the school's reports and exports for everyone whose access allows it.
Who decides what each team sees? The school does. Administrators arrange the forms for their area, and the school's security administrator chooses who uses each view. See Configuring Field Layout.
Will staff need to learn a new process? Staff open the same pages they already use, arranged for their work.
Available now to all PCR Educator schools. Your account team can walk you through tailoring your first form whenever you're ready.