NBCSD Forms Online Aug 2009

8/14/2019 NBCSD Forms Online Aug 2009

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NBCSD FORMS ONLINE

Forms online is found by going to the school home page atwww.nbcsd.org.

Visit the drop down menu Educators Corner to find your link to the Online Forms.

Your login and password is found on your Vital Statistics page.

(It is the same as your Novell login and password.)

This will be a constantly evolving software for the district. We will be updating

forms as we see a need that can be met by this software. As of now, the following forms

are available:

Absence RequestAccident Report Form

Computer Service Request

Copy Duplication

Custodial Service RequestField Trip Request

Incentive/Tuition Credit

Reimbursement

Lunch CountMileage Expense Claim

Purchase Order Request

Request to Attend Conference

Supplies RequisitionTimeslip Cafeteria

Timeslip - Custodial

After you login you will see this screen:
http://www.nbcsd.org/http://www.nbcsd.org/http://www.nbcsd.org/http://www.nbcsd.org/


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From this point, you will click on Forms Manager and receive the following screen.

Please note this screen has listed all the forms available. Also please note the heading tabs at the

top which read, Forms --- My Forms ---- Pending Forms ---- Approved Forms.

HEADING TABS:

Forms : This is where you will come to initiate a form. Click on the form you wish to

submit.

My Forms: This is where you will come to check the status of your form. If you hit

Save form, so you can come back and complete it later, it will show in here as well.

Pending Forms: This is where forms will be sitting that are awaiting your approval.Absence requests will route back to you when you have taken your day off.

Approved Forms: This is where you will see all the forms that you have submitted that

have been approved.

******************************************************************************

Information about Specific Forms:

Absence Request FormReview of Accident Report Form

Computer Service RequestCopy Duplication

Custodial Service Request

Field Trip Request

Incentive/Tuition Credit ReimbursementLunch Count Form Elementary Only

Mileage & Expense ReportPurchase Order Request

Request to Attend Conference

Supplies Requisition


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REVIEW OF ABSENCE REQUEST FORM

This will by far be the most used form in our system. Under forms, you will click on

Absence Request and the above screen will appear.

THIS FORM WILL NOT BE COMPLETED BY YOU IF

YOU ARE CALLING OFF, THE CALL OFF

SECRETARY WILL SUBMIT IT.

1. Select your name from the drop down list. If your name is not showing, please contactTeri Biddle or Sandy Michaels-Riffe (Ext. 842 or 820).

2. Select your Building/Department3. Select the reason for your absence4. Select the date of your absence. Unfortunately, each day will need a separate request

submitted in order for the reporting function to work correctly on this form.

5. Time out indicates what portion of the day, full day, half am or half pm.6.

Professional Leave Explanation: Please list if you are out for a professional day, whatmeeting you are attending. If you need to place any other comments in the form, feel free

to do it here as well.


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Ok, for your initial request you will stop there and go to the bottom of the screen.

7. Your name and email will appear in the boxes indicated. Your routing levelwill be left at general. When you click on Send to approver, you will select

your Immediate Supervisor/Principal. Then hit Submit (it is directly under

where the list of approvers is).

8. From here your form is in a routing sequence. It will go to your Building Principal/Supervisor,then it will be routing to the Superintendent. Along the way, the call off secretary will benotified of your request to begin making accommodations for a substitute if needed. After theSuperintendent approves it, it will go to the call off secretary who will let them in the pending

stage until the day you are off. At that point, she will approve it and the form will return to you

via an email notification.

9. At this point, if you want to check the status ofyour form, you will login, click on my forms,

and you will see

10.Please note that you can see the status of yourform, which approver level it is at. If you wishto see what substitute has been assigned to your

day off, click on the form, then you will be

shown its routing status, click on the formagain, and you will see if the substitute has been

attained. Call off secretary will not be able to

put this information in until it is through thePrincipal and Superintendent levels.


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11.When you return from your requested day off, you will receive an email from the formssoftware. When you open the email, it will resemble the following.

12.Click on Absence Request (this is a hyperlink and it will open the form for youautomatically and the form will resemble the following:


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13.Everyone will need to type their name in the verification signature box. This confirmsthat you want this day reflected in your personnel record.

14.Teachers will need to complete thesubstitute teacher evaluation. Please

notice that the defaults are on the Yes,so you will complete the survey. Then

proceed down the page

15.From here you will go to the section that says Employee (Final). Approve the day and hitthe submit button. If for some reason YOU DID NOT TAKE THIS DAY, hit DENY and

put a note in the box and hit the submit button.

This concludes this form.


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REVIEW OF ACCIDENT REPORT FORM

1. Fill in the form with the appropriate information.2. Please note: IF THIS IS A WORKER COMPENSATION CLAIM, PLEASE SEE

THE PRINCIPALS OFFICE IMMEDIATELY FOR ADDITIONAL FORMS THATWILL BE REQUIRED.

3. This form will be routed as follows: Nurse, Building Principal, Superintendent.


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COMPUTER SERVICE REQUEST

Fill out this form and hit the submit button. It will be routed to Tech Department.


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COPY DUPLICATION

1. This form can be used if you have your items that you need copied in an electronicformat. The acceptable formats to send up would include: Word, Excel, Notepad,Powerpoint, PDF.

2. Fill in the date and your name.3. Click on the click to upload files. A browse dialog box will appear.

4. Click on browse, browse to your area that your file is saved, double click on the fileor click once and open. Click on add and you will be returned to the form.

5. Fill in Copies Needed.6. Fill out any options for duplications


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7. Number of copies needed and date needed. Select your building secretary that youare sending it to and hit the submit button.

8. The office will receive the request, run your copies and place them in your mailbox.


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CUSTODIAL SERVICE REQUEST

Fill out this form and it will be routed to the Maintenance Supervisor.


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FIELD TRIP REQUEST FORM

1.

Fill out this form when you are planning a field trip.

2. You do not need to fill in the students attending for the initial submission. Once it isapproved by the building principal it will route back to the submitter. Then you will

be responsible for filling out the remainder of the form for who is attending the trip.Then when you submit again, select your building principal secretary for final

approval.


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INCENTIVE/TUITION CREDIT REIMBURSEMENT

1. This form needs completed if you need to submit for any incentive/credit tuitionreimbursement. Fill out your name and building from the drop down boxes. Select

which type of reimbursement you are applying for. Remember if you have started

with tuition reimbursement, you must stay with that option for your entireemployment at the district. Complete the form in its entirety until you get to the part

where you are asked for the grade and outline of activities. This portion will be

completed after you take the class. Submit to the Superintendents office. They willforward it to the Superintendent for his approval.

2. You will receive email notifications as it works its way through the process. Once theSuperintendent approves the class, you will receive an email and the form will be inyour pending forms tab until you have completed the class.

3. Once you have completed the class, login to the forms software, look under thepending forms tab. Open the form and complete the portion of the form dealing with

the grade received and outline of course work. Submit to the Superintendents office.

You must also submit at this time a hard copy of your grade report. Place this in the

envelope provided in the Principals office. It is the same envelope for MileageReceipts. Mark it appropriately and they will send it to the Superintendents office.

You will receive notification via email of the final approval of this form.


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LUNCH COUNT FORM

This form will be used by Elementary Teachers ONLY.

Select your Homeroom.Fill in how many will be eating lunch entre

Fill in how many will be eating the AlternateFill in how many packed that want milkFill in how many packed that do not want milk

Fill in number absent

That will calculate the total number of students in your classroom.

If you click on Menu, you will be linked to the menu for your convenience.

Submit to Renee Mellott.


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MILEAGE & EXPENSE REPORT

Any and all receipts

should be placed in an

envelope available inyour principals office.

This will be forwarded

to the business office to

be attached to your

submission.

1. Fill in the name and date (current date is the default). To input a different date, clickon the calendar and select the date you wish.

2. Fill in the date on the lineitem, enter a description

of where you went, enterthe number of miles youdrove. The expense

column is for entering any

tolls, meals or otherexpenses that you need to

report.

3. At the bottom of thereport, it will

automatically calculate

for you as shown below.

4. Select your building principal, and hit submit. You can hit save and it will save foryou under My Forms if you would like to build the report and submit later.Remember to submit timely though. Monthly or quarterly submissions are best.


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PURCHASE ORDER REQUEST FORM

1. Fill out the Name, Vendor, Phone, Fax and Web address if available. Fill in the quantity,order number item description, and unit price. The total will automatically calculate.The shipping estimate will calculate for you. If you want to go with that price, place it in

the shipping field. If your catalog or vendor has a set rate that you know of, place that

amount in the shipping field.

2. Select your building principal and hit the submit. It will then be routed to the businessoffice.


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REQUEST TO ATTEND CONFERENCE

1. Fill out this form to request permission to attend a conference.THIS DOES NOT REPLACE THE NEED TO SUBMIT A

REQUEST FOR ABSENCE FORM

2. Fill in the dates, estimate the fees, lodging, and mileage. The total will be calculated foryou. This is routed to the Building Principal, then Superintendent


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SUPPLIES REQUISITION

1. Fill in the form and submit to your building secretary within 24 hours of when yourmaterials are needed.

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NBCSD Forms Online Aug 2009

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