Add required forms to an opportunity

Adding a requirement directly to an opportunity ensures that every student who requests that experience gets the necessary forms automatically.

When a form is sent out, participants (students, parents, or supervisors) receive an email with a direct link. They'll click the link to fill in the form and submit their signature. There's no login required for external signers.

To add required forms to an opportunity:

1. From your educator account, click Features and select Work-based learning.
   

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2. From the Work-based learning page, next to Student opportunities click View.
   

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3. Click the opportunity name to open its details page.
4. From the opportunity page, scroll down to the Requirements section and click Add requirement.
   

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5. A Select form modal opens with the list of forms you can choose. Click Select next to the one you want and click Next.
   

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6. Select a Requirement label to categorize the document (such as Parent consent or Training agreement).
7. Choose the Workflow initiation status. This is the request status that automatically sends the document out for signatures (for example, sending a permission form when a student reaches Hired/Selected, or an evaluation when set to Completed).
   

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8. Click Add form.
   • Once the requirement has been added, you can return here to click the three-dot menu and make changes. You can edit or remove the requirement, and download the form.

Note: Adding a requirement does not send out the document immediately. Forms are automatically emailed to participants as soon as the student's request status reaches the status you selected.

Add required forms to an individual student request

Sometimes a specific student needs a form that other participants in the same opportunity do not need (such as a unique confidentiality agreement or customized health clearance form).

To add required forms to a single student request:

1. From your educator account, click Features and select Work-based learning.
   

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2. Next to Student requests, click View.
   

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3. Click the student's name to open their individual request profile.
4. Scroll down to the Requirements section and click Add requirement.
   

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5. A Select form modal opens with the list of forms you can choose. Click Select next to the one you want and click Next.
   

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6. Select a Requirement label to categorize the document (such as Parent consent or Training agreement).
   

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7. Under Workflow status, choose when to send the document:
   • Click When the request reaches a specific status and pick a status from the dropdown. Or,
   • Click Immediately after setup.
8. Click Add form.

Note: This requirement will only apply to this individual student's request and will not be added to the main opportunity or any other student's request.

Add required forms to student requests in bulk

If a group of students all need the same form added to their active experiences, you can attach requirements to multiple student requests at once.

To add required forms in bulk:

1. From your educator account, click Features and select Work-based learning.
   

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2. Next to Student requests, click View.
   

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3. Check the boxes next to each student request you want to update.
   • Alternatively: Click Filters to narrow the list (by status, opportunity type, or coordinator), click Apply to return to your narrowed list, then click Selected (0) at the top left to select the entire narrowed list at once.
4. At the top of the table, click Add requirement.
   

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5. A Select form modal opens with the list of forms you can choose. Click Select next to the one you want and click Next.
   

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6. Select a Requirement label to categorize the document (such as Parent consent or Training agreement).
   

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7. Under Workflow status, choose when to send the document:
   • Click When the request reaches a specific status and pick a status from the dropdown. Or,
   • Click Immediately after setup.
8. Click Add form to apply the requirement across all selected student requests.