Learning Profile Forms

Learning profile forms are personalized forms for student development. At most schools, these replace the paper IEP (Individualized Education Program).

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

Add a learning profile form

  1. In Academics, select Learning center.

  2. Select Learning profile forms.

  3. Select +New form., then select the form type:

    • Template: create a new form within the system.

    • File: Set up a learning profile form that allows you to upload external files when adding this form to individual student profiles. See Learning profile file upload form for more information.

Learning profile form template

The form template setup is divided into three sections:

    1. 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.

    2. Select Save.

  • 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.

    1. Sort Order: Order in which the field will appear on the profile. Smaller numbers will appear higher on the profile.

    2. Form Field Type: Select the content option for the form. Click on the "i" icon to see what each field does. 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.

    3. 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 .

    4. Add Additional Field: Select this to add more fields until your form is complete.

    5. Select Save when you are finished.

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

    On the Access tab, select the options you want to apply to the form:

    1. Report: Shows a student's learning profile to users with the roles you choose.

    2. Icon View: Places an icon next to the student's name in the roster channel on the class section page.

    3. Select Save & Exit.

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 this learning profile form is added to a student's record, you will then upload the student's file. When teachers or other users generate the this 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:

  1. Learning profile name: Name for the learning profile form, e.g. Individual Education Plan.

  2. Approval required?: Select this if you want a manager to approve the form before it is posted.

  3. Active: Disable only if you want to deactivate the form.

  4. Sort order: Order that the form will appear in a drop down list of forms. Smaller numbers appear higher on the list.

  5. 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.

  1. In Academics, select Learning center, then Learning profile forms.

  2. Select the context menu next to the form, then Edit.

  3. Make any necessary changes and select Save or Save & Exit.

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.

  1. In Academics, go to Reporting and select Reports.

  2. Open the Category menu and select Learning profiles.

  3. Select Run beside one of the following report types:

    • Learning Profiles - By Author

    • Learning Profiles - By Student

    • Learning Profiles - By Type

    • Student Learning Profiles

  4. 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.