How to create an ESD requirement

    in Admin Dashboard

    Save your parents time and paper. Not every requirement needs to be printed. Forms that only require a parent signature, no other detailed information to be entered, can be accommodated by electronically signed documents.

    • Step-by-Step Instructions

    If your school has an existing form that requires only a parent signature and you would like to convert it to an ESD, please contact Client Services for assistance.

    Go to Admin Dashboard.

    Go to Requirement Library.

    Select New Requirement.

    Select Create for Electronically Signed Document.

    Enter the Name of Requirement and add a Description. The Approval Guidelines and Additional Information section will be visible to users.

    Enter the content of the form and format it in the Document Template section. You may type it in or copy and paste it. In order to paste, you will need to use the Paste icon in the toolbar.

    Copying and pasting directly from a Word document into the Document Template section may include unusual characters or symbols. First, copy the text from the original Word document and paste into NotePad, then copy the text from NotePad and paste into the Document Template section.

    Remember, you also have placeholder text options (indicated by a [P] in the toolbar):

    Tracker Name (for example, “Class of 2021”)
    Organization Name (for example, “Magnus Academy”)
    Parent First Name
    Parent Last Name
    Student First Name
    Student Last Name
    Student Date of Birth
    Requirement Name (for example, “Consent to Treat Form”)
    Conditional Question (for example, “Do you authorize your child to receive emergency medical treatment while in the care of school teachers and staff?”)

    How to set up ESDs for Over the Counter medication forms
    Enter the content of the form and format it in the Document Template section. You may type it in or copy and paste it. In order to paste, you will need to use the Paste icon in the toolbar.

    Select the placeholder text option: OTC Medications to indicate where you want the list of medications to display on the form.

    Locate the Over the Counter Medication section to add your list of new medications. You must add both an ‘OTC Medication’ and ‘Name/Generic’ in order to add a medication.



    Preview the form to check for formatting issues.

    You now have the following options:

    Auto approve all signed documents. Electronically signed documents are automatically approved and do not need to be reviewed.
    Conditional Question. If enabled, this requires the parent to answer “yes” before accessing the form.
    Magnus911. Check this box if you want the requirement to be accessible via Magnus911 and Magnus Mobile.
    Select Trackers and Groups. Make the requirement applicable to a certain tracker and/or group, or multiple trackers/groups.
    Review Portal Settings. If you want this requirement to be approved or rejected, check the “Approve/Reject” box. You will have the option to set a Next Action Date. Set a Next Action Date if you want the form completed annually. You will need to set Next Action Details. These details will be sent in weekly reminders to provide direction for the upcoming action needed.

    Publish and save requirement.

    • Tips and Tricks

    If your school has an existing form that requires only a parent signature and you would like to convert it to an ESD, please contact Client Services for assistance.

    • User Permissions Required For This Guide
    Administrator Only

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