It is possible to share custom forms between schools. This can be done in 2 ways: sharing a direct link to a copy of your form with another individual or sharing the form globally for any Platinum customer.
A. Direct Link
1. Access your Platinum Planner through your Admin or Instructor role.
Note: This feature will only be available to Instructors with permission to Manage Forms.
2. Select the Options tab in the red toolbar and click Manage Forms.
3. Edit the form you want to share under the Actions column.
4. Click the Sharing tab.
5. Click the grey Copy to Clipboard button.
6. Copy the link and share it with whoever needed and click OK when finished.
Note: For the form to be accessible, the person you are sharing the form with needs to be a PEG customer.
B. Public Use
1-4. Follow steps 1-4 above to navigate to the Add/Edit Form page.
5. Under Public, click the button to Enable your form. This will change the Enable button to orange.
6. Click Save.
7. Reach out to Platinum's Support team to have the form approved by a site administrator.
Note: A site administrator must approve this form before it becomes available for other schools to use.
For more information on custom forms click here.