Important Terminology
'Forms' is a general umbrella term for methods used to collect responses. Any mention of forms on SchooLinks encompasses both forms and surveys.
SchooLinks simplifies student data collection with global and customizable forms. Form Bank Management serves as the central hub for all global forms provided by SchooLinks, while also enabling staff to create custom forms and surveys tailored to specific needs.
Access & Categories Overview
To access Form Bank Management click Admin Tools in the side navigation panel, then select Form Bank Management
The Form Bank consists of six form categories, each requiring their own set of capabilities for access:
Form Categories
Form Categories
Event Forms
Used In: Event Scheduler Module
Capabilities Required: Internal Event Management or College Partner Management
Alumni Forms:
Used In: Alumni Module
Capabilities Required: Alumni Management
Staff Forms
Used In: Staff-specific Scope & Sequence Indicators
Capabilities Required: Scope & Sequence Configuration or
Student Forms
Used In: Student-specific Scope & Sequence Indicators
Capabilities Required: Scope & Sequence Configuration
Program Forms
Used In: Program Management Module
Capabilities Required: Industry Partner Management
Check-Ins*
Used In: Check-Ins Module
Capabilities Required: Check-In Scheduling
* Check-In forms are only available to districts with the Pulse add-on
Search & Manage Forms
The Form Bank Management dashboard allows you to view, organize, and manage all forms, including global forms provided by SchooLinks and custom forms within the scope of your permissions
Sort & Search Forms
Sort & Search Forms
Use the tabs at the top to switch between the various form categories.
Choose a sorting option (e.g., by date edited or alphabetical).
Check the Global Forms box to display only the pre-provided global forms within the selected category.
Use the search bar to locate specific forms quickly by name.
Manage Forms
Manage Forms
Each form tile includes key details and management options:
Displayed details include:
Last edited date and editor name
Used In list, indicating the indicator, event, or programs the form is used in
Management options include:
Set Visibility: Control whether staff can view and use the form from within its associated module
Duplicate: Create a copy of the form
Preview: Review the form content and layout
Edit: Make changes to the form as needed
Delete: Delete the form; forms in use cannot be deleted 
Create a New Form
Creating a new form follows the same process across all form categories, except for Check-In forms, which have a unique set of question categories and answer scores. Learn more 👉 Create a Custom Check-In Form.
Add Questions
Add Questions
Click + Add new form to bank in the upper right-hand corner.
Add the title of the form and a brief (optional) description, then click Add question.
Type the question and a brief (optional description, then select the Question type from the dropdown menu. Question types include:
Single-select: select one option from a list
Multi-select: select one or more options form a list
Opinion scale: choose one option on a five-point scale
Free response: write an answer in a textbox
File Upload: upload a PDF, Doc/Docx or image file
Signature: sign your name
Video response: record a video
Staff selection: select from a list of rostered staff
You will then be prompted to provide response instructions and criteria for the selected question type. For example: if Video Response selected, you will then be asked to select the Time Limit of the recorded video.
By default, all questions will be marked as required. Toggle off Required to make the question optional.
All questions are automatically saved. Click + Add question to add another.
Once all questions are added, use drag and drop functionality to reorder the questions if needed.
Add Form Logic
Add Form Logic
You will have two types of logic for each question:
Display Logic - Allows an action depending on the answer to the previous question. *Note: You can't apply logic to the first question of a survey
End Page Logic - Concludes the survey with a suggested custom activity based on answer response. You can suggest a lesson from the bank of chapters in the student Learning Hub, or you can add a URL that will take the student to a video or webpage.
Click the Preview button to review the form as it will appear to students or staff.
When satisfied with the created form, click Done to add it to the Form Bank.
How to Use Forms: Forms can be assigned within the modules they are associated with. For example, an Event form will need to be added to an event within the Event Scheduler module. Review the related articles below to learn how to use forms within each module.