Learning Profile Forms

Learning profile forms are personalized forms for student development. At most schools, these replace paper Individualized Education Program (IEP) forms. When creating learning profile forms, you can choose between building a learning profile form template within the system or creating a file upload form that allows the upload of external files to use as learning profile forms.

You must be logged in as a user with the Learning Profile Manager role to access the following settings.

Add a Learning Profile Form

In Academics, select Learning center.
Select Learning profile forms.
Select +New form, then select the form type:
- Template: build your form template within the system.
- File: upload external files when adding this form to individual student profiles.

Create a Learning Profile Form with a Template

The form template setup is divided into three sections:

General Information

On the General Information tab, fill in the following information:
- Sort Order: Order that the form will appear in a drop down list of forms. Smaller numbers appear higher on the list.
- Name: Name of the form (e.g., Individual Education Plan).
- Approval Required: Select this if you want a manager to approve the form before it is posted live.
- Inactive: Use only if you want to deactivate the form.
- Display: Select the information to display on the student's profile.
- Advisory Information: Select an advisory group to display its information on the student's profile.
- Logo and Watermark: Choose one of the school's logos and/or watermarks to display on the student's profile.
  
  Note: For information on uploading new logos and watermarks, see School Logo and Seals .
- Opening Text: (Optional) This is generic text that appears at the top of every student's profile.
- Closing Text: (Optional) This is generic text that appears at the bottom of every student's profile.
Select Save.

Learning Fields

Note: You cannot edit this section until you have filled out the required fields on General Information and selected Save.

Warning: You cannot remove a Learning Field once you save a form. You can edit the Label, Format example, Sort Order, and Required fields for a Learning Field as needed.

Sort Order: Order in which the field will appear on the profile. Smaller numbers will appear higher on the profile.
Form Field Type: Select the content option for the form. Click on the "i" icon for information on a field. You can apply the settings in this step.
- Blank Row: Adds a blank row to the form for spacing.
- Checkbox: Staff can choose to select the option.
- Drop-down Menu: Staff choose from a menu of options previously created in Learning profile settings, or select Add New.
- Drop-down Multiple: Allow users to select multiple options from a menu. Users will need to use the Shift or Control key to select multiple items on the list.
- Radio Buttons: Staff choose from a list of options previously created in Learning profile settings, or select Add New.
- Section Header: Adds a header.
- Text: Staff enter a brief text response.
- Text Area: Choose this option for longer text responses.
Depending on the Form Field Type you choose, you may need to supply some of the following information:
- Label: This is the label that displays on the learning form field.
- Apply Settings: Select an existing category from the Learning profile settings and the field will use the subcategories for that setting. Alternatively, select Add New to create new settings.
  
  Note: For more information, see Learning Profile Settings .
Add Additional Field: Select this to add more fields until your form is complete.
Select Save when you are finished.

Create a Learning Profile with a File Upload

If using an external template, you can set up a learning profile form for uploading files to individual students that serve as their learning profile forms.

When a file is uploaded as a student's learning profile form, you will upload an external file instead of completing a form template within the system. The uploaded file will be encrypted.

When teachers or other users generate a learning profile form for the student from rosters or Academic profiles, the uploaded file is displayed.

Enter the following information for the file upload profile form:

Learning profile name: Name for the learning profile form, e.g., Individual Education Plan.
Approval required?: Select this if you want a manager to approve the form before it is posted.
Active: Disable only if you want to deactivate the form.
Sort order: Order that the form will appear in a drop down list of forms. Smaller numbers appear higher on the list.
Select the roles that can access the form:
- Report: Shows a student's learning profile to users with the role.
- Icon View: Places a learning profile icon next to the student's name in the roster channel on the class section pages.

Edit a Learning Profile Form

In Academics, select Learning center, then Learning profile forms.
Select the context menu next to the form, then Edit.
Make any necessary changes and select Save or Save & Exit.

Run Learning Profile Reports

Once your school has created learning profile forms and filled them out for students, you can generate lists and spreadsheets of students with learning profiles.

In Academics, select Reporting, then Reports.
Select Filter and set the Category filter to Learning Profiles.
Select one of the following reports to run:
- Learning Profiles - By Author
- Learning Profiles - By Student
- Learning Profiles - By Type
- Student Learning Profiles
The report generator will open in a new browser window. Set your parameters, then select Generate Report or choose one of the file export options.