For Forms Administrator

Logging In and Managing Your Account

1.How to login

Navigate to your district's login page
Input your login ID and password,and select Login
At the welcome screen, select icon under Interactive Forms Manager
In My Desktop, select Categories/Forms/Reporting and other links to access under Forms-Administrator module (Portal Client)

2. How to recover your password

Navigate to your district's login page
Select Forgot Password
Input your login name, and select Next
Input the answer to your security question, and select Next
Check your email inbox for an email that contains your password

3. How to modify your account information

Login, and select My Account from the menu
In My Desktop, select My Account (Portal Client)
Select Modify
Modify your account information, and select Submit

4. How to create a new form

Login
Select Forms under Administrator’s tab; select Forms under Forms-Administrator module in My Desktop (Portal Client)
Select Create Form
Fill in Basic Information of the form (Form Template, Form name, Category )
Set the Routing Information:

Remove/Add approval levels
Select the approvers of the form
Check the boxes to allow:

Allow System to Decide the Submission Level
Allow Form Approvers to Update the Form Content during Approval Process
Allow Form Submitters to Resubmit the Form
Allow Form Approvers to Make the Final Approval of Form at Each Level

Click Next and select a form manager to manage submitted forms
Check the boxes to allow:
- Request Submitter Name and E-mail for Public Submissions
- Allow Form Submitter to Save the Form
Click Finish

5. How to manage the routing level

Login
Select Forms under Administrator’s tab; select Forms under Forms-Administrator module in My Desktop (Portal Client)
Click the icon corresponding to the form to assign approvers of the form to the different routing levels
Go to Manage Routing page
Check the checkmark(s) next to the approvers you wish to assign for each routing level. In order for a routing process to be successful, at least one approver must be assigned to each routing level
Click Save button

6. How to manage the notification for a form

Login
Select Forms under Administrator’s tab; select Forms under Forms-Administrator module in My Desktop (Portal Client)
Click icon that corresponds to the form you just created to modify the notifications for
For each routing level, to specify the users in the routing process that should be notified when the specific routing level has approved and denied the form, check the checkboxes corresponding to the users under Approval Process Notifications
To add a user’s e-mail address:

Enter the e-mail address in the Additional Notifications text box to the left of the Add button
Click Add

To remove an additional user’s e-mail address:

Click on the e-mail address of the user that you would like to delete in the list box to the left of the Remove button

Click Save button

7. How to search for a specific form Current Search Scope

Login
Select Search under Administrator’s tab; select Search under Forms-Administrator module in My Desktop (Portal Client)
Note: If you do not disable cookies in browser, the page shows the result under the search criteria you set last time as
Click Show Search Criteria link on the top right hand side of the page
Search criteria box appears under the link
Set search criteria by selecting status, categories, forms, submitters, approvers, keyword, submit date range
Click Search link at the bottom of search criteria box to begin search

8. How to create a report based on a form

Login
Select Reporting under Administrator’s tab;Click Reporting Module in My Desktop (Portal Client)
Click Create New Report button, navigate to Select Form wizard
Select option Report base on a form
For the Select Form wizard:

Select a form template in the Available Templates dropdown box.
Select a form in the Available Forms list box

Note: Forms with an “*” next to them indicate there have been no submissions for that form and it cannot be reported on

Input title for this new report in the Report Title text box

Click the Next>> button to navigate to the Select Criteria wizard

For the Select Criteria wizard:

Select the submitters

Note: If you don’t choose any submitter, the system will include all submitters.
Select the approvers

Note: If you don’t choose any approver, the system will include all approvers.
Select the status

Note: If you don’t choose any status, the status includes three types Approved, Pending, In Review.
Specify submit time range and final approve time range to filter out forms.

Note: If you don’t choose time range, the system will include all forms.
Click the Next>> button to navigate to the Select Fields wizard.

For the Select Fields wizard:

Select fields to print on in the Select the fields box to print on the report (max 50) list box

Note: You can only select a maximum of 50 fields
Select fields to group result in the Select fields to group by (max 3) list box

Note: You can only select a maximum of 3 fields. The fields selected here have to be included in the fields which are selected to print on the report
Select fields to sort result in the Select the fields to sort by (max 3) combo box.

Note: You can only select a maximum of 3 fields. The fields selected here have to be included in the fields which are selected to print on the report
Select fields to filter result in the Select the fields to filter by (max 5) combo box.

Note: You can click the Add Condition and Remove Condition button to adjust amount of fields, you can only select a maximum of 5 fields
Click the Next>> button to navigate to the View Report wizard

For View Report wizard:

Report result appears in the page

9. "Forms Manager doesn't seem to be working properly. Help!"

You can access JAM using most popular web browsers. However, certain web browsers tend to work best. We suggest

Microsoft Internet Explorer 7.0 and above on PC
Firefox 3.0 and above on PC/MAC
Safari 3.0 and above on PC/MAC

Your browser's settings may also cause some problems. Typically, enabling cookies and scripting resolves most issues. In the meantime, trouble Shoot using below link https://www.astihosted.com/ASTI/Help/IE7Troubleshooting.asp

To report issues, or to leave your comments/suggestions, please contact support@ssk12.com to help us improve IFM

Forms Approver

Logging In and Managing Your Account

1. How to login

Navigate to your district's login page
Input your login ID and password,and select Login
At the welcome screen, select Forms Manager under Interactive Forms Manager
In My Desktop, select Pending Forms/Processed Forms links to access under Forms-Approver (Portal Client)

2. How to recover your password

Navigate to your district's login page
Select Forgot Password
Input your login name, and select Next
Input the answer to your security question, and select Next
Check your email inbox for an email that contains your password

3. How to modify your account information

Login, and select My Account from the menu
Select Modify
Modify your account information, and select Submit

Approving Submitted Forms

4. How to review pending forms list and approve forms

Login, and select Approve Forms under Approver’s tab; select Pending Forms under Forms-Administrator module in My Desktop (Portal Client)
Click a form name to open the form
Click Submit & Next to approve the form and next pending form

For Forms Manager

Logging In and Managing Your Account

1. How to login

Navigate to your district's login page
Input your login ID and password, and select Login
At the welcome screen, select Forms Manager under Interactive Forms Manager
In My Desktop, select Managed Forms/Reporting links to access under Forms-Manager (Portal Client)

2. How to recover your password

Navigate to your district's login page
Select Forgot Password
Input your login name, and select Next
Input the answer to your security question, and select Next
Check your email inbox for an email that contains your password

3. How to modify your account information

Login, and select My Account from the menu
Select Modify
Modify your account information, and select Submit

Managing Forms

4. How to search for managed forms under different statuses

Login, and select Manage Forms under Manager’s tab; select Manage Forms under Forms-Manager module in My Desktop (Portal Client)
Click Show Search Criteria
Select the Status(Approved/Denied/Pending/In Review/No need for approval) to allow forms under the status displayed
Select Forms/Approvers/Keyword/Date Range to filter the forms
Click Search

Reporting

5. How to create a report based on a form (Refer to Reporting for forms administrator, page 3)

For Forms User

Logging In and Managing Your Account

1. How to login

Navigate to your district's login page
Input your login ID and password, and select Login
At the welcome screen, select Forms Manager under Interactive Forms Manager
In My Desktop, select Forms/My Forms links to access under Forms-User (Portal Client)

2. How to recover your password

Navigate to your district's login page
Select Forgot Password
Input your login name, and select Next
Input the answer to your security question, and select Next
Check your email inbox for an email that contains your password

3. How to modify your account information

Login, and select My Account from the menu
Select Modify
Modify your account information, and select Submit

Submitting Forms

4. How to submit a form

Login, and select Forms under Submitter’s tab; select Forms under Forms-User module in My Desktop (Portal Client)
Click a form name
Fill in required information in the form
Select a form approver in the approver’s dropdown list
Click Submit

5. How to save a form

Login, and select Forms under Submitter’s tab; select Forms under Forms-User module in My Desktop (Portal Client)
Click a form name
Fill in required information in the form
Click Save
Note: Saving a form allows you to save a filled-in form and make any necessary modifications before the form is submitted.