During a placement, if your program uses standard or custom forms that need to be completed by Sites, you can distribute them when needed!
- Select Courses from your dashboard or left menu.
- On the Course Offerings page, find and select the course you’d like to manage.
- Expand the Learning Activities option on the left panel and select Review.
- Click on Forms/Evaluations Distribution from the left panel.
- Select the forms you want to distribute, redistribute, or schedule for a future date.
- If you select one form to distribute, then click Distribute under the Action column for the required form.
- If you want to distribute multiple forms, then select the checkboxes for the required forms and click Distribute above the forms table.
- If you select one form to distribute, then click Distribute under the Action column for the required form.
- On the Distribute Form(s) window, you can view the selected form name. In the Select Primary Evaluator section, select the evaluator you want to send the forms to and click Continue.
- Select the recipient to whom you want to send the forms. Click filter icon to filter the evaluator list.
- Click Compose Email.
- In the Create Notifications screen, in the Recipients tab, specify the following:
- Select the checkboxes for the required recipients.
- In the Override Recipient's Email text box, add the email address. Click Copy selected recipient email addresses and past the selected recipient in the override text box.
Note: If override is specified, all the email notifications will be sent to the specified email address instead of the original recipents
- Specify the CC (carbon copy) and BCC (blind carbon copy) email addresses, if required.
- Click Browse the upload to attach any relevant files.
- Click Next.
- In the Create Notifications screen, in the Recipients tab, specify the following:
- In the Template section, you can perform the following:
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- From the Pick a template drop-down menu, select the required template. The selected template is displayed.
- Click Preview to view the email before sending it.
- In the Template name text box, specify the name.
- In the Subject text box, specify the subject for the email.
- In the text box, specify the content of the email.
- You can select the
- Header and footer layout from the following
- Exxat logo on the footer
- University logo on the header
- No logos on the header and footer
- University logo on the header and Exxat logo on the footer
- Share Profile University logo on the header and Exxat logo on the footer.
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In the Upload Files in this Template section, click Browse to upload to upload files in the template.
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Click Save. The new template will be displayed in the Pick a Template drop-down menu.
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On the Preview section, you can review your email and select one of the following:
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Send email now – if you select this option,
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Send email at specific date and time – from the Date Time calendar select the date, month, year, and time to schedule the email.
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Click Send.
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- Select the forms you want to distribute, redistribute, or schedule for a future date.
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