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Login as an administrator
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Select Manage Users under “Administration”
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Select Add Users
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Fill in the required fields under Account Information
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Assign the User as the role under Application Name
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Click Save
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Login as a system administrator
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Select User Management on the welcome page
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Click Add New User
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Fill in the required fields under Account Information
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Assign the User as the role under Application Name
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Click Submit
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Login as an administrator
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Select Manage Users under “Administration”
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Select the user you would like to delete
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Click Delete Selected
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Click OK
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Login as a system administrator
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Select User Management on the welcome page
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Search for the user that you wish to delete and click on the user name
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Click Delete at the bottom of the page
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Login as a system administrator
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Select “Global Settings” under “Administration”
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Change the Session Timeout period
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Click Save

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Login as a system administrator
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Select User Management on the welcome page
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Click Configuration from the left menu
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Click Delete at the bottom of the page
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Select "Configure session timeout"
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Change the Session Timeout period
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Click Save
Those are features we could achieve using our current system. To do this:
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Login as an admin
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Select Configuration
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Select Forms Header
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Configure the District Logo and Form Information to be invisible by clicking “no”
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Click Save

Both an administrator and a form manager have the ability to delete forms. We suggest
deleting forms as a form manager, since the administrator will delete the form itself
and all the information related to this form will be totally deleted from the system.
To delete a form as a manger:
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Be assigned as a manager of the forms
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Login as a form manager
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Click Manage forms
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Select the forms you would like to delete
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Select Delete
This way the forms will be deleted from assigned approvers’ forms’ list and submitters’
forms list.
Note: Before deleting forms as a form manager, please confirm with the administrator
that “Deletion Permission for Forms Manager” under Configuration is selected “Yes”.
Please follow below steps to make the reassignment:
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Login as an administrator
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Click Reassign
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to reassign
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Select Jane from approver’s dropdown list

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Click Save
Note: To reassign permanently successfully, the current selected approver Lynn should
be in a user group with approvers’ role. Forms will stop going into Lynn’s queue
after the reassignment but the pending form already laid in Lynn’s Processing Forms
will remain there.
To add Lynn to a user group with approvers’ role, please follow below steps:
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Login as an administrator
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Select “Manage User Group” under “Administration”
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Select a user group with approvers’ role
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Select “Edit”
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Select Lynn and move forward to the right box
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Click Save

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Login as a system administrator
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Select Manage User Group under “Administration”
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Click Add Group
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Fill in the group name and description
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Assign the approver role to the group users
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Select the user members from the left box to the right
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Click Save
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Login as a system administrator
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Select User Management on the welcome page
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Click Groups from the left menu
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Click Add New Group
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Fill in the group name and description
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Assign the approver role to the group users
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Click Add Members
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Select the checkboxes correspond to the users and click Submit
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Click Submit
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Login as an administrator
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Click Assigned Forms
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Search for the approver and click the icon
correspond to the approver’s name

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A list of forms assigned to the approver will be generated
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Login as an administrator
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Click Forms
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Click Create Forms
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Fill in the basic information and click Next
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Click Remove this level and Next
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Set up other configurations and click Finish
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Login as an administrator
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Click Forms
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Click the name of the form
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Click Routing
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Check the box “Allow Form Submitters to Resubmit the Form”
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Click Save
This option is set by form administrator, to allow the submitter to save a form:
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Login as an administrator
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Click Forms
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Click the name of the form
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Click Other Configurations
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Check the box “Allow Form Submitter to Save the Form”
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Click Save
This is most probably caused by the set of the form routing. To correct this:
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Login as an administrator
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Click Forms
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Select the icon
correspond to the form
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Check the box as level one approver and level two approver

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Click Save
As long as the template is the same, you can have another form set up for this building
so that the form is completely separate. To do this:
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Login as an administrator, select forms
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Select create forms
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Title the form something different specifically for this building
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Input routing levels / approvers
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Click Save
The end user will then have the responsibility to select the correct approver.
For a shared user account, it means to create a new user account that both the individuals
can share responsibilities. Both of the users would know the username and the password.
For the email field, enter one of the individuals work email, then add the other
individuals email to the notification level. That way both individuals will be notified
via email of the form.
To lower the number of routing levels without loss of information, you will need
to make sure that there are no forms in the approval process when you try to delete
a certain routing level.
That is, you will need to check with all of the approvers for the specific form
and make sure all of the related submitted forms have been processed completely
(Approved or Denied by the final approver).
By doing this, all of the forms submitted before the change will not be impacted
by the change of routing levels.
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Login as an administrator
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Select “Forms” and click Create Form
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Fill in related information and Select Public as the category
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Fill in the rest information and Click “Finish”
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Click the icon
and get the public URL
You could post the link to your website and the public could access the form then.
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Login as an administrator
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Click Forms
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Click the name of the form
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Click Other Configurations
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Check the box “Request Submitter Name and E-mail for Public Submissions”
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Click Save
Please follow these steps to view reports:
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Login as an administrator
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Select Reporting
This allows you to access all your district reports.
The report created won’t be available to other managers because of authority differences.
But the reports created by form managers can be viewed by form administrators in
the reporting list.
There is one way to allow the managers to view the report. To do this:
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Click the report
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Click Send by E-mail
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Put receiver’s email address and other information
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Click Send
Managers will receive the email with reports attached.
The report created will update automatically every day.
The system requires 24 hours to sync report generations with the major form changes.
This includes deletion of form instances, form status changes. The information of
the instance will no longer populate in reports after that timeframe.
The short-approved form actually shows Pending in reporting since reporting only
reflects yesterday’s data not the same day. The system requires 24 hours to sync
report generations with the major form changes. The information of the instance
will no longer populate in reports after that timeframe.
School Stream administrators have the option of running reports. Also, managers
who are assigned as the manager of specific form could run reports on all managed
forms. Users without administrator and manager’s role couldn’t run reports.
For security mechanism, a template is not allowed to be deleted but you could inactivate
the template as an option, this way the template will not show in the template list.
Please follow below steps to inactivate a template:
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Click the name of the template
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Select Inactive under Status
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Click Save
The "Number" field type permits number values only. To permit number
and alpha values, you must use the "Single Line of Text" field.
Most likely, this will require you to delete the original "Number" field
and replace it with a "Single Line of Text" field. Before you make such
changes, always keep in mind: Deleting a field may result in the loss of data
if this form has already been submitted.
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Login as an administrator
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Click Templates
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Click the name of the template
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Find the table name you would like to copy and click the icon

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Fill in field information
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Select the Copy To area of this table.
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Click OK
This is because the calculation table ties with other calculated fields. You have
to modify/delete the calculated field first so that the calculation does not include
the field, then it should allow you to delete.
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Click Template under an administrator role
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Select the template and click Add Fields
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Select Hyperlink or Picture
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Fill in the field title
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Select the URL format
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Enter the URL and click OK
Updating the template involves making field/layout changes.
Updating the form involves making routing/notification changes.
This is most likely an issue with web browser's settings. Please follow the instructions
at this link:
https://www.astihosted.com/asti/Help/IE7Troubleshooting.asp
Please make sure close your browser completely (and maybe even restart your computer)
for the change to take effect.
This is most likely related to browser settings. Please follow below steps to troubleshoot:
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Select Tools at the top right of your browser
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Select Internet options
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Click Browsing history settings

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Check “every time I visit the web page” under newer versions of stored pages
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Click OK
This issue is probably caused by browser settings. Can you please tell me what browser
you are currently using? Please follow the instructions under below link to reset
your internet settings:
https://www.astihosted.com/asti/Help/IE7Troubleshooting.asp
Please make sure close your browser completely (and maybe even restart your computer)
for the change to take effect.
This issue is caused by browser settings. You should be able to modify your settings
to allow you to open up new tabs when you click a link. To do this:
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Select Tools at the top right of your browser
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Select Internet Options
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Select Settings under General tab

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Select Always Open pop-ups in a new tab

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Select OK
It looks like that it has something to do with internet browser settings.
Please follow the below instructions to troubleshoot:
-
Select Tools at the top right of your browser
-
Select Internet Options
-
In "Internet Option" dialog, choose the "Security" label, then
click "Custom level..." button.
-
In "Security Settings" dialog, set the "Automatic prompting for file
downloads" to be enabled.
-
Click "OK" button


Please follow the below instructions to troubleshoot:
-
Select Tools at the top right of your browser
-
Select Internet Options
-
In "Internet Options" dialog, choose the "Security" label, then
click "Custom level..." button.
-
In "Security Settings" dialog, set the "Automatic prompting for file
download" to be enabled.
-
Click "OK" button.
