Form Maintenance - Managing Form Rules & Updates

Form Maintenance - Managing Form Rules & Updates

Overview

Form Maintenance helps you manage how forms behave for new and leaving students - particularly useful when rules are tied to groups or ongoing activities.



What Maintenance does

The Form Maintenance page shows all rules associated with a form.

From here, you can:
  1. Disable rules to prevent any further proposed actions being suggested
  2. Delete individual form requests
  3. Add/remove form requests to or from students
  4. Keep automated behaviour tidy over time

Important behaviour

Disabling a rule stops the form from applying to new students, but it does not affect students who already have the form applied.
This keeps data safe and prevents accidental changes.

Correct use cases for Maintenance

Schools typically use Form Maintenance when:
  1. A form should stop applying to new students
  2. Students move in or out of groups and rules need adjusting
  3. Managing long-term forms used across the year
  4. Reviewing which rules are currently applying a form
  5. Tidying up rules or suggestions without removing existing student records
Form Maintenance works much like Payable Maintenance, so the experience should feel familiar.

Using Form Maintenance


Disabling a rule
  1. Find the rule you want to disable
  2. Click Disable rule

Applying Actions 
  1. Click on the form drop down arrow
  2. Select all, or tick the Add/Remove checkboxes beside specific sets of students
  3. Click Apply actions

Deleting form requests
  1. Click on the form drop down arrow
  2. Choose Show students to view who has the form applied
  3. Click Delete form request

Related articles:
  1. Applied Forms - Overview
  2. Applied Forms - Frequently asked questions (faqs)



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