Setup Guides / Forms and Paperwork Management - Revision history

Anna: Anna moved page Setup Guide/Forms and Paperwork Management to Setup Guides / Forms and Paperwork Management without leaving a redirect

2026-10-15T22:12:14Z

Anna moved page Setup Guide/Forms and Paperwork Management to Setup Guides / Forms and Paperwork Management without leaving a redirect

← Older revision	Revision as of 15:12, 15 October 2026
(No difference)

Anna: Anna moved page Forms and Paperwork Management for Staff and Admin to Setup Guide/Forms and Paperwork Management without leaving a redirect

2026-10-15T22:07:51Z

Anna moved page Forms and Paperwork Management for Staff and Admin to Setup Guide/Forms and Paperwork Management without leaving a redirect

← Older revision	Revision as of 15:07, 15 October 2026
(No difference)

Anna: Anna moved page Paperwork Management to Forms and Paperwork Management for Staff and Admin

2026-10-15T15:40:37Z

Anna moved page Paperwork Management to Forms and Paperwork Management for Staff and Admin

← Older revision	Revision as of 08:40, 15 October 2026
(No difference)

Anna: /* How to Electronically Sign (E-Sign) Generated ISEF Forms, Hold Harmless and Media Release Documents */

2026-07-08T19:55:16Z

How to Electronically Sign (E-Sign) Generated ISEF Forms, Hold Harmless and Media Release Documents

← Older revision		Revision as of 12:55, 8 July 2026
Line 21:		Line 21:
	::* Please note that the signer must still be logged in to sign. After 20 minutes of inactivity, the signers are automatically signed out if they have not manually logged out.		::* Please note that the signer must still be logged in to sign. After 20 minutes of inactivity, the signers are automatically signed out if they have not manually logged out.

	== How to Electronically Sign (E-Sign) ~~Generated ISEF~~ Forms, Hold Harmless and Media Release Documents ==		== How to Electronically Sign (E-Sign) Fillable Forms, Hold Harmless and Media Release Documents ==
	Please click the following link for these instructions:		Please click the following link for these instructions:
	[[How to E-Sign]]		[[How to E-Sign]]

Anna at 00:56, 8 March 2025

2025-03-08T00:56:05Z

← Older revision		Revision as of 17:56, 7 March 2025
Line 1:		Line 1:

	'''We Have Two Time Saving Options to Help with Paperwork/Forms Management:'''		'''We Have Two Time Saving Options to Help with Paperwork/Forms Management:'''
	Easily submit a review, and approve ISEF Forms online when using the Paperwork Manager or the Project Dashboard.		Easily submit a review, and approve ISEF Forms online when using the Paperwork Manager or the Project Dashboard.
Line 48:		Line 49:
	# Scroll to the bottom of the page and click "Send Reminder."		# Scroll to the bottom of the page and click "Send Reminder."
	#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students missing one or more required forms. The system can only send the reminder once a day.		#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students missing one or more required forms. The system can only send the reminder once a day.
			[[File:ZFairsIcon.png\|thumb]]
	[[Category:Paperwork]]		[[Category:Paperwork]]

Michael at 21:39, 27 October 2021

2021-10-27T21:39:28Z

← Older revision		Revision as of 14:39, 27 October 2021
Line 49:		Line 49:
	#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students missing one or more required forms. The system can only send the reminder once a day.		#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students missing one or more required forms. The system can only send the reminder once a day.

	~~[[Category:Forms Management]]~~		[[Category:Paperwork]]
	[[Category:Paperwork ~~Management]]~~
	~~[[Category:Paperwork Manager]]~~
	~~[[Category:Project Dashboard]]~~
	~~[[Category:Electronic Signatures]]~~
	~~[[Category:Approval Letter from ISEF]]~~
	~~[[Category:ISEF Approval of E-Signatures]]~~
	~~[[Category:How We Collect E-Signatures]]~~
	~~[[Category:Missing Forms Reminder~~]]

Preston at 20:53, 13 August 2021

2021-08-13T20:53:25Z

← Older revision		Revision as of 13:53, 13 August 2021
Line 1:		Line 1:
	'''We Have Two Time Saving Options to Help with Paperwork/Forms Management:'''		'''We Have Two Time Saving Options to Help with Paperwork/Forms Management:'''
	Easily submit, review, and approve ISEF Forms online when using the Paperwork Manager or the Project Dashboard.		Easily submit a review, and approve ISEF Forms online when using the Paperwork Manager or the Project Dashboard.

	== Paperwork Manager ==		== Paperwork Manager ==
Line 6:		Line 6:

	== Project Dashboard & Electronic Signatures: ==		== Project Dashboard & Electronic Signatures: ==
	Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided ~~to the student~~ on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. ~~This~~ makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.		Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. The pre-population makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.

	:<big><big><strong>[[Media:Elect Signatures_Illuminating (4).pdf\|Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures]]<strong></big></big>		:<big><big><strong>[[Media:Elect Signatures_Illuminating (4).pdf\|Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures]]<strong></big></big>
Line 12:		Line 12:
	== Collecting Electronic Signatures: ==		== Collecting Electronic Signatures: ==
	# Students register and fills-out the ISEF forms through our web application.		# Students register and fills-out the ISEF forms through our web application.
	# Students ~~are able to~~ request signatures ~~them~~ through our system.		# Students can request signatures through our system.
	# Our system notifies the proper signer and provides a link that they can click to sign the needed form.		# Our system notifies the proper signer and provides a link that they can click to sign the needed form.
	# Before the signer can sign they must ~~login~~ to their account. If the signer does not have an account, they must first create an account.		# Before the signer can sign, they must log in to their account. If the signer does not have an account, they must first create an account.
	# Instructions are given to the signer and are different/custom for each needed signature type.		# Instructions are given to the signer and are different/custom for each needed signature type.
	# Once the signer has validated and or provided the necessary information they can ~~then~~ sign the form.		# Once the signer has validated and or provided the necessary information, they can sign the form.
	# When a signer signs the form they are required to type ~~there~~ name in the following format: /<first name> <last name>/		# When a signer signs the form, they are required to type their name in the following format: /<first name> <last name>/
	::* Please note that the signer must still be logged in to sign. After 20 minutes of inactivity, the signers are automatically signed out if they have not manually logged out.		::* Please note that the signer must still be logged in to sign. After 20 minutes of inactivity, the signers are automatically signed out if they have not manually logged out.

Line 25:		Line 25:

	== Quick Approve Projects ==		== Quick Approve Projects ==
	There is an option to approve a project and ~~bypassing~~ the approval of each ~~individual~~ item listed on the left side of the Project Dashboard. Once your student has provided all of the required forms, signatures, etc. and you see that they meet your expectations, you can access a "Quick Approve" button on the "SRC/IRB Paperwork Review" page. Look up the project you would like to approve and click "Quick Approve Experimentation", "Quick Approve Competition Regional", or "Quick Approve Competition State" where applicable.		There is an option to approve a project and bypass the approval of each item listed on the left side of the Project Dashboard. Once your student has provided all of the required forms, signatures, etc., and you see that they meet your expectations, you can access a "Quick Approve" button on the "SRC/IRB Paperwork Review" page. Look up the project you would like to approve and click "Quick Approve Experimentation," "Quick Approve Competition Regional," or "Quick Approve Competition State" where applicable.

	IF you do not see the "Quick Approve Experimentation", "Quick Approve Competition Regional" or "Quick Approve Competition State" button(s) on your SRC/IRB Paperwork Review Page, you will need to turn them on.		IF you do not see the "Quick Approve Experimentation," "Quick Approve Competition Regional," or "Quick Approve Competition State" button(s) on your SRC/IRB Paperwork Review Page, you will need to turn them on.

	=== Turning on the Quick Approve Project Options ===		=== Turning on the Quick Approve Project Options ===
Line 33:		Line 33:
	# Click "Fair Setup"		# Click "Fair Setup"
	# Click "Settings"		# Click "Settings"
	# Under "Premium Features", Click "Electronic ISEF Forms"		# Under "Premium Features," Click "Electronic ISEF Forms"
	# Turn on any or all the following settings:		# Turn on any or all the following settings:

	Allow Staff Members, SRC/IRB, and Admins to one click approve project for experimentation.		Allow Staff Members, SRC/IRB, and Admins to one-click approve a project for experimentation.
	Allow Staff Members, SRC/IRB, and Admins to one click approve ~~project~~ to compete at a regional fair.		Allow Staff Members, SRC/IRB, and Admins to one-click approve projects to compete at a regional fair.
	Allow Staff Members, SRC/IRB, and Admins to one click approve ~~project~~ to compete at a state fair.		Allow Staff Members, SRC/IRB, and Admins to one-click approve projects to compete at a state fair.

	== Missing Forms Reminder ==		== Missing Forms Reminder ==
Line 46:		Line 46:
	# Click "Paperwork"		# Click "Paperwork"
	# Click "Review"		# Click "Review"
	# Scroll to the bottom of the page and click "Send Reminder"		# Scroll to the bottom of the page and click "Send Reminder."
	#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students ~~who are~~ missing one or more required forms. ~~This~~ can only ~~be done~~ once a day.		#* When the "Send Reminder" button is clicked, the system will send a reminder via email to all students missing one or more required forms. The system can only send the reminder once a day.

	[[Category:Forms Management]]		[[Category:Forms Management]]

Preston at 20:43, 13 August 2021

2021-08-13T20:43:16Z

← Older revision		Revision as of 13:43, 13 August 2021
Line 8:		Line 8:
	Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided to the student on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. This makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.		Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided to the student on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. This makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.

	:[[Media:Elect Signatures_Illuminating (4).pdf\|Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures]]		:<big><big><strong>[[Media:Elect Signatures_Illuminating (4).pdf\|Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures]]<strong></big></big>

	== Collecting Electronic Signatures: ==		== Collecting Electronic Signatures: ==

Preston at 20:39, 13 August 2021

2021-08-13T20:39:34Z

← Older revision		Revision as of 13:39, 13 August 2021
Line 8:		Line 8:
	Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided to the student on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. This makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.		Streamline the paperwork process for students and reviewers by allowing them to E-sign the generated ISEF Forms using the Project Dashboard. Students, Adult Sponsors, Scientists in the Lab, etc., can easily fill out and review the Generated ISEF Forms and e-sign them. They can also easily see which signatures are missing and which forms have not yet been approved. Our E-signatures have been approved for use at ISEF. Based on the ISEF Wizard/Questionnaire responses, only the forms required for the student’s particular project are provided to the student on their Project Dashboard. Additionally, based on the information provided during registration, many fields on the Generated ISEF Forms are pre-populated for the student. This makes it even easier for the students to fill out their ISEF Forms. The Generated ISEF Forms can be downloaded with the click of a button and printed.

	~~===~~ Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures ~~===~~		:[[Media:Elect Signatures_Illuminating (4).pdf\|Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures]]
	~~[[Media:Elect Signatures_Illuminating (4).pdf\|Click Here~~]]

	== Collecting Electronic Signatures: ==		== Collecting Electronic Signatures: ==

Preston: /* Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures */

2021-08-13T20:37:48Z

Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures

← Older revision		Revision as of 13:37, 13 August 2021
Line 9:		Line 9:

	=== Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures ===		=== Approval Letter from the Society for Science and the Public & Intel ISEF regarding our E-signatures ===
	[[Media:Elect Signatures_Illuminating (4).pdf]]		[[Media:Elect Signatures_Illuminating (4).pdf\|Click Here]]

	== Collecting Electronic Signatures: ==		== Collecting Electronic Signatures: ==