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.
Go to Requirement Library.
Select New Requirement, and choose which type of requirement you want to create:
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.
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.
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.
The requirement information, including any advanced segmentation rules, can be updated.
Click Save Item.
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.