How to create requirements

    in Admin Dashboard

    Creating and editing requirements allows you to designate how parents and students complete their information. From yes/no answers to electronically signed documents, you choose how each requirement is formatted.

    • Step-by-Step Instructions
    Go to Admin Dashboard.

    Go to Requirement Library.

    Select New Requirement, and choose which type of requirement you want to create:

    Print and Sign
    A print and sign requirement is for printed forms, and provides the parents with the form to complete (such as an Allergy Action Plan or Consent to Treat). You will be required to upload a PDF form for parents to fill out.

    Additional options:

    Upload Enabled. This allows parents to scan and upload their form directly into the student’s account (in addition to the options of faxing or mailing)
    Conditional Question. This requires the parent to answer “yes” before accessing the form.
    Magnus911. Check this box if you want the requirement to be shown on the student’s Magnus911 account.

    Client Services will review Print and Sign requirements before they are published. An email will be sent to Client Services with a notification to review and publish the requirement.

    Yes/No
    A yes/no requirement can only accept yes/no answers.
    Text
    A text requirement requests information and provides a text box for parents to enter a response.
    Vital Health Record
    The Vital Health Record is an online student health questionnaire. If this requirement already exists, you will see “(created)” next to the requirement name. Learn more.
    Over-the-Counter
    An over-the-counter requirement provides a permission form for OTC medications to be provided by the school. You will be required to upload a PDF form for parents to fill out. You will also be prompted to add/list any OTC medications listed on the form.

    Additional options:

    Upload Enabled. This allows parents to scan and upload their form directly into the student’s account (in addition to the options of faxing or mailing)
    Conditional Question. This requires the parent to answer “yes” before accessing the form.
    Magnus911. Check this box if you want the requirement to be shown on the student’s Magnus911 account.

    Prescription
    A prescription requirement requires a form to be signed by the parent and physician, and uploaded to the account.
    Electronically Signed Document
    An electronically signed document requirement allows parents to sign the document online. Learn more about electronic signatures here or how to create them here.
    Attach Record
    An attach record requirement will not provide a form.
    Conditional Questions
     This requirement will allow you to ask Yes/No questions that will place students into a group(s) of your choice when answering yes.
    Immunizations
     This requirement will allow you to create an immunization tracking profile.

     

    Name the requirement and add a description, approval guidelines, and additional information if necessary.

    You now have several options:

    Select Trackers and Groups. Make the requirement applicable to all students or just a certain tracker and/or group, or multiple trackers/groups. Assigning to specific Tracker(s) and/or Group(s) will only show the requirement to students in the tracker(s) or group(s).
    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.
    Advanced Review Portal Settings. This enables you to select additional fields to add to the review portal for this requirement, including: Administered Date, Doses, Test Results. Please note: this option is not available for an Electronically Signed Document.

    Publish and save requirement.

    • Tips and Tricks
    How to edit a requirement
    Click Edit.
    The requirement information, including any advanced segmentation rules, can be updated.
    Click Save Item.
    How to delete a requirement
    Click Delete.
    Click Continue.
    Submit your password for security purposes.

    Warning: By deleting this requirement you will no longer have access to the information attached to it. This process cannot be undone.

    How to Create a 911 Doc
    To have a requirement be available as a 911 Doc simply click Edit next to the requirement and scroll down to Magnus911. Make sure the checkbox for Magnus911 Enabled is checked off and click Save.
    How to use the Requirement Audit Log
    To view activity associated with a requirement, click the gear icon next to the requirement. Every time a change is saved a new row will be populated so you can see a full history of the requirement for audit purposes.
    • User Permissions Required For This Guide
    Administrator Only

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