Sections and Fields in Permission to Invite Agencies form

Teacher

Name of the Teacher.

Use Lookup or Non Lookup to find the name of the teacher in the to Staff profile.

Yes

Yes

Staff Profile

N.A.

Populated from Staff Profile. Captured through the {TeacherLookUP} field.

School District

The Name or ID number of the District where the school is located.

No

Yes

Student Information

N.A.

Populated from Student Information Profile.
Captured through the {DistrictofEnrollment} field.

Date Provided

Date when the invite was sent to the parents for the meeting.

Yes

Yes

N.A.

N.A.

Captured through the {AgencyDate} field.

Legal Name of Child

Legal Name of the student for whom the meeting has been called.

No

Yes

Student Information

N.A.

Populated from Student Information Profile. Captured through the {StudentName} field.

Child/ Student ID

Student ID as per the Student Information System records.

Display StateID value. If the StateID value is blank, Display ID

No

Yes

Student Information

N.A.

Populated from Student Information Profile.
Captured through the {stateid} or {ID} field.

Date of Birth

DOB of the student as per the Student Information System records.

No

Yes

Student Information

N.A.

Populated from Student Information Profile.
Captured through the {BirthDate} field.

Beginning Date

Note: Cannot be equal to or later than the termination date.

Yes

Yes

N.A.

N.A.

Captured through the {BeginningDate} field.

Termination Date

Note: Cannot be equal to or earlier than the beginning date.

Yes

Yes

N.A.

N.A.

Captured through the {TerminateDate} field.

Agency Name

At least one agency name/row must be populated to set the document to review or final. The user will type a name in the long text box provided.

Yes

No

N.A.

N.A.

Captured through the {AgencyInvitedCB} field.

Parent's acceptance of the Agency name

The parent/guardian can select the Yes/No checkboxes via digital signature.
If “Will Sign Paper Copy” has been selected, then this option will be disabled.

Yes

Yes

N.A.

N.A.

Captured through either of two fields: {ParentContact}

Additional Agency Name

• You can add multiple entries under the heading ‘Others’.

• To add an additional entry, click the icon and a new row will appear.

Yes

No

N.A.

N.A.

Captured through the {AgencyName} field.

Signature of Parent/Guardian

To be populated with the date when the document was signed.

Yes

Yes

Student Contacts for the Parent/Guardian where Receive Letter = Yes

N.A.

Captures Signatures through the {ParentESign} field and Signature Date through {ParentSignedDate) field

Student to Sign Digitally

When checked all the students regardless of the age will be included in the digital signing process.

• If this field is selected, then the option for Signature of Parents is hidden.

• If this field is not selected, then the option for the Signature of the Student is hidden.

Yes

No

N.A.

N.A.

Captured through the {SignStudentDigitalCopyCB} field.

Date of Delivery

The date on which the document was sent or handed over to the parent.

Yes

Yes

Document Delivery Profile

Captured through the {DateOfDelivery} field.

Mode of delivery

One is required. However, you can select more than one.

Yes

Yes

Document Delivery Profile

Captured through the {ModeOfDelivery} field. The keywords for the modes are as follows:

• Emailed (EMAIL)

• Fax (FAX)

• Given to Parent at Home Visit (GPHV)

• Given to Parent at the Meeting (GPM)

• Given to Student (C7)

• Mailed (MAIL)

• Other (Other)

• Parent Office Visit (POV)

• Sent via Student (STU)