A process is a single form + a single approval route. If you’re setting up a new form or using a different approval route, it may be multiple processes.
We consider a process to be everything that’s involved in getting something approved or communicated - not just the form itself, but also the person that starts the form, the people that need to sign off, and what happens after the form is approved. We work closely with your district to make sure all your processes work as smoothly and efficiently as possible.
At the heart of a process is the form and the approval route. If you are changing either the form or the approval route, you have a new process. For clarity across all districts we work with, we have set up Informed K12 to have each folder represent a single process.
Ask your Customer Success Manager if you’re not sure how many processes you might have.
Your Customer Success Manager will work with you closely to ensure a successful implementation. They will advise about best practices for getting your processes online.
Your Customer Success Manager will recommend process improvements based on proven best practices and best experiences for your staff.
In some instances, your Customer Success Manager may recommend splitting an existing process and can seek approval to count up to 2 variations as a single process. Please discuss with your Customer Success Manager.
For example, sometimes districts have a process with only minor differences so that it can be used with different groups of people.
Generally these will not count as a new process. Please consult with your Customer Success Manager to verify.
If you have a form that requires a new set up every year, we generally consider the new form to be part of the existing process and this would not count against contract limits.
Examples of processes we see that may need annual updates include technology agreements, new hire packets with updated federal forms, or mileage reimbursements that have new rates.
No, you are able to upload a packet of documents that might consist of multiple forms, such as in a new hire packet.
As long as you upload this packet as a single PDF on Informed K12 and the approval route is the same for everything in the packet, it is considered a single process.
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