5 Tips to Implement Digital Forms and Workflows for Schools

Get 5 easy tips for simplifying and modernizing district operations by implementing digital forms and workflows.

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The new school year will be here before we know it. Implementing digital forms and workflows for schools can relieve enrollment and registration stress, simplify permission slips, and help get consent forms completed faster. Going paperless also streamlines parent-teacher communication while enabling easier data collection, verification, and analysis.  

In addition, implementing digital workflows modernizes essential back-office tasks around staff onboarding, expense management, and team support. With user-friendly interfaces, automated data processing capabilities, seamless communication channels, and heightened data security measures, digital forms deliver unprecedented levels of efficiency, collaboration, and engagement.  

While long operational staples of business operations, K‑12 schools and districts increasingly rely on digital forms and workflows. Modernizing technology systems gives everyone the power to do more, unshoulder burdensome tasks, and focus on what matters most. In this blog post, we’ll look at how schools can ease the transition for a speedy switch to digital forms and workflows. 

Cure summertime blues with digital forms and workflows for schools

Summer presents an ideal window of opportunity. Schools implementing digital forms and workflows during the summer gain the advantage of more time to focus on a smooth transition. With students on summer break, there is typically less busy. This relative downtime allows staff to focus on training and adapting to the new technology without the pressures of daily academic responsibilities. Users can participate in workshops, webinars, and hands-on training sessions to familiarize themselves and gain confidence with creating, completing, and tracking digital forms associated with their role.   

The summer break also allows for more extensive planning and preparation, ensuring a well-thought-out implementation strategy. Implementing during the summer allows for more comprehensive testing and troubleshooting. Technical issues and configurations are resolved in advance, ensuring the digital forms and workflows are fully operational before students and teachers rely on them for daily activities.  

Last but not least, getting digital forms ready during the summer creates the opportunity for a fresh start to the upcoming academic year. It sets the stage for innovation, efficiency, and enhanced engagement from the very beginning. Plus, office personnel get to announce to returning parents how the new system simplifies enrollment and registration—traditionally a stressful time for everybody. 

5 tips for implementing digital forms and workflows for schools

  1. Assess current paper processes: Begin by thoroughly assessing existing paper-based processes within the school district. Identify areas where digital forms can be implemented to streamline operations and improve efficiency.   
  1. Identify suitable digital form solutions: Research and explore digital form solutions that align with the needs and requirements of the school district. Look for user-friendly interfaces, customizable form templates, and data security features.  
  1. Prioritize form conversion: Determine which paper forms to prioritize for conversion into digital formats based on the frequency of use, complexity, and potential impact on efficiency. Start with heavily relied-upon forms or involve data entry and manual processing.  
  1. Customize and test digital forms: Adapt existing paper forms into digital formats using the chosen digital form solution. Customize the forms to include relevant fields, validation rules, and automated workflows. Test the functionality and usability of the digital forms with a small group of users before implementing them widely.  
  1. Provide training and support: Offer comprehensive training and support to staff members using digital forms. Educate them on the benefits, provide step-by-step instructions on form submission and retrieval, and address any concerns or questions they may have. Offer ongoing support to ensure a smooth transition and success in utilizing digital forms to simplify workflows.  

These tips can help schools and districts successfully transition from paper-based to digital forms and workflows. Gaining improved efficiency, reduced paper waste, enhanced data accuracy, and streamlined processes will make everyone wonder how they ever lived without it.

Simplify K‑12 operations with LINQ Forms & Workflows

As the leader in K‑12 ERP system innovation, LINQ offers a full-featured, user-focused solution for digitizing school forms and processes. LINQ Forms & Workflows modernizes documentation and workflows so schools and districts can leave paper-based slowdowns in the recycle bin. Staff, educators, and families get an easier way to complete vital tasks. At the same time, finance and HR teams gain faster workflows, real-time status updates, and deep data insights. Forms & Workflows integrates seamlessly with LINQ ERP, and it offers rock-solid data security IT teams trust in states across the U.S.  

Make life easier for everyone with a modern approach to school and district business. Implement better tools and move your operations into the future.  

Experience operational simplicity with LINQ Forms & Workflows

Get a custom demo now to see how LINQ Forms & Workflows can help your district simplify every process, from enrollment and registration to contract renewals, end-of-year tax prep, and new-hire onboarding