Embedded Files
We are in the process of a makeover. You may occasionally see our old Operoo logo as we fully transition to Forms & Flows.
This toolkit is a great starting point for new Forms & Flows (formerly Operoo) Administrators, and returning Administrators who would like a refresher on some of the most frequently completed tasks on Forms & Flows.
If you would like to jump to a specific section, click on one of the underlined titles below.
Navigating Forms & Flows (formerly Operoo)
Navigating Forms & Flows (formerly Operoo)
This short video will show you around the Forms & Flows site. Keep track of any pages or features that you would like to learn more about. You can find more tutorials on specific features here.
Intro to Operoo Navigation v1.mp4Introducing Forms & Flows (formerly Operoo) to Staff and Families
Introducing Forms & Flows (formerly Operoo) to Staff and Families
We recommend as best practice to let Staff and Families know that you will be using Forms & Flows.
This linked page below has some sample letters, powerpoint presentations, and resources that you can download and edit to share with Staff and Families when introducing Forms & Flows to them: Resources for Introducing Forms & Flows (formerly Operoo) to Staff and Families
Updating Student/Teacher Rosters and Classes on Forms & Flows (formerly Operoo)
Updating Student/Teacher Rosters and Classes on Forms & Flows (formerly Operoo)
You will need to update Student/Teacher Rosters and classes occasionally. Below are some of the most common reasons why.
It’s the start of the new school year, and you need to remove leaving students as well as add all of your incoming students. You also need to remove leaving teachers and add new ones.
You need to remove students that have left your school.
You need to add any new students that are now on ATS.
Any contact information such as emails or phone numbers need to be updated from ATS.
Class schedules have been updated after the start of the school year.
The following document will walk you through how to download the necessary files from ATS and STARS, then how to upload them on Forms & Flows (formerly Operoo).
This video will show you how to upload the ATS and STARS files to Forms & Flows (formerly Operoo) once you have downloaded them.
Forms&Flows_NYC_Data_Importer.mp4Creating eForms
Creating eForms
The following resources will explain and show you the process of creating an eForm. They also provide descriptions of all the features available when creating an eForm.
A list of all of the pre-made Best Practice Templates specifically for NYC DOE schools.
Written Guides on How to Create an eForm & Understanding the Forms & Flows (formerly Operoo) Question Types
How to create an eForm from one of our Best Practice Templates
How to Add an Operoo Best Practice Template for Admins.mp4How to create your own eForm without a Best Practice Template
Adding an eForm.mp4Automated Follow Up Actions (Triggers)
If you are interested in adding automated follow up actions to your eForm consider adding a Trigger. This Article explains How to add a Trigger. This short Video Tutorial will show you How to add a Trigger to your eForm.
Approval Stage Workflows
Do you have an eForm that needs to go through one or more approval stages? On Forms & Flows (formerly Operoo), you can create different Approval Groups made up of the various approvers required for whatever the task may be. You can also set up notifications and multiple stages of Approvals. This Article explains How to Use Approvals. This Video Tutorial shows you How to Create Approval Groups and Add Approval Stages to an eForm.
Viewing eForm Responses
Viewing eForm Responses
Once you’ve sent out your eForm and start collecting responses, you will be able to start viewing them. There are several different ways for you to view responses, so feel free to use the method that works best for you
This written guide goes through How to View eForm Responses via the Form Library
How to View Your eForm Responses using both the Card View and Table View
View eForm Responses (Admins).mp4Printing eForm Responses
Printing eForm Responses
Occasionally, you will need to print out responses in the NYC DOE’s specific pdf format. If this is the case, you will need to “Download a Mapped PDF” and then print it.
Here is a written guide on How to Download a Mapped PDF, which you will then be able to print.
How to Download and Print Mapped PDFs
How to Print a Mapped PDF.mp4Sending Messages
Sending Messages
On Forms & Flows (formerly Operoo) you have the ability to send out messages using the Message Center.
This Article has instructions on How to Use the Message Center.
How to Use the Message Center
Using the Message Center.mp4Page updated
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