
| FREQUENTLY ASKED QUESTIONS |
| Listed below are categories for some of the most frequently asked questions related to records and forms management. Click on any subject and you will most likely have your question answered. If you need more information or the answers on this web page do not meet your needs, call Records Management. |
| RECORDS | ||
| STUDENT RECORDS | RECORDS RETENTION & DISPOSAL | E-MAIL AND PUBLIC RECORDS |
| FORMS | |||
| eFORMS | |||
| TRAINING | SAVE | ||
| DELETE | |||
| OMNI FORM | |||
| FORM ERRORS | |||
| STUDENT RECORDS |
| How do I request my student records? |
| If you graduated or left the Palm Beach County School District more than three years ago, your permanent records (Category A) will have been transferred to Records Management at School District Headquarters. Visit our Student Records Information page to get more information on how to request the records by clicking here.
If you graduated or left the District less than three years ago, your student records will still be maintained at the last school you attended. Contact the Records Coordinator at that school to request your records. |
| Can I get my immunization records from my student records? |
If you graduated or left the Palm Beach County School District before the 1991-92 school year, your immunizations records were classified as temporary records and were destroyed. In 1996, immunization records were included as permanent (Category A) student records. If you graduated or left the District during or after the 1991-92 school year, your immunization records will be maintained as permanent records. Per current procedure, student records are maintained at the last school attended in Palm Beach County for three years before being transferred to Records Management. If you graduated or left the District less than five years ago, please contact the Records Coordinator at the last school you attended to request your records. If you graduated or left the Palm Beach County School District more than three years ago, your immunization records (Category A ) will have been transferred to Records Management at School District Headquarters. Visit our Student Records Information page to get more information on how to request the records by clicking here. |
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| RECORDS RETENTION AND DISPOSAL |
| How do I know when I can destroy records maintained at my office or school? |
| In compliance with Chapters 119 and 257, Florida Statutes, public records must be systematically disposed of after the required retention period has expired. The School District's primary means to comply with that requirement has historically been the Records Disposal Certification (PBSD 0783). Visit our records disposal page for more information on the Records Disposal Certification process. For an electronic version of this form, click PBSD 0783. |
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| What is the process for destroying records maintained at the District's offsite location? |
| No disposal of offsite records will occur without the approval of the applicable principal/department head. For boxes of records stored at the District's offsite location the Records Management Office reviews which boxes have exceeded retention requirements. Notice is then sent to the Department of Record, typically the school/department which sent the boxes to storage. If litigation, investigation, or audit requirements are known to exist for the records, destruction is put on hold until the requirements are lifted. |
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| How should records be disposed of? |
| Confidential records (primarily student related) should be shredded, if possible. If you do not have access to a shredder, do your best to provide for the security of the records as they are destroyed. For example, do not allow student records to remain in a dumpster for a long period of time before being taken to a landfill. Public records (those not classified as confidential) do not require shredding. They may be recycled or taken to a landfill. For environmental reasons, incineration of paper records is discouraged. |
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| Why can't I find some record series categories that I have seen on previous years' Records Disposal Certifications, such as Directives/Policies/Procedures (Bulletins)? |
| Please refer to the front page of the Records Disposal Certification (PBSD 0783). The records series categories listed may be disposed of at any time after the records become obsolete, superseded, or the administrative value is lost. There is no need to complete columns "D" and "E" for these records. This list is provided for your information use only. |
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| How do I calculate volume in cubic feet if I only have a few pages of several records series categories (less than 1 cubic foot)? |
| The volume in cubic feet should be given for each record series planned for disposal. In column "D", include your best estimate for each record series (including those that consist of only a few pages). OmniForm Filler will accept two decimal points, so volumes in column "D" may include .05, .10, .25, etc. If the form is typed in OmniForm Filler, all calculations will be done for you by the software. |
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| What if my school is new and our records are more recent than those listed? |
| If the records are retained at your school are more recent than any of the dates listed on the Records Disposal Certification (PBSD 0783), have the Principal sign and date the bottom of page 1 and return page 1 only to Records Management. Be sure to include your school's name at the top of the page. |
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| How do you suggest the Records Disposal Certification process be completed for a large school or department? |
| Only one completed Records Disposal Certification (PBSD 0783) should be submitted for each school or department. We suggest routing the certification to each section/office within a school or department. Each section should review the list and dispose of those records that pertain to that particular section. The disposal information from each section should then be compiled into one Records Disposal Certification for the entire school or department. |
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| How long must we retain records that pertain to School Age Child Care (SACC) or summer school programs? |
| Records retention requirements do not separate record series categories that pertain to SACC or summer school programs from any other school/instructional program. Therefore, each category of records for a SACC or summer school program must be looked up separately on the Records Disposal Certification (PBSD 0783). For example, all SACC receipts fall under the category "Cash Collection Records: Receipt/Report", all SACC staff attendance records fall under the category "Attendance Records: Leave", and all summer school registration records fall under the category "Registrations: Student". |
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| E-MAIL AND PUBLIC RECORDS |
| What student related information can be sent over Internet e-mail? |
| None. Confidential student information must not be sent over e-mail. |
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| Are MS Word files (i.e., correspondence/memos) stored on my PC or a secretary's PC considered a public record? |
| Yes. Unless there is a specific exemption in the public records law (see listing of exemptions), the information on hard drives, on floppy disks, and in e-mail messages is a public record. Remember, the definition of public records says, "… regardless of physical form, characteristics, or means of transmission…". This means that public records can be in any form or media (i.e., paper, hard or floppy disk, magnetic tape, microfilm/fiche, optical disk, etc.). |
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| Are E-mail messages considered public records? |
| Yes. Unless there is a specific exemption in the public records law (see listing of exemptions), the information included in e-mail messages notes are public records. Remember, the definition of public records (see above) says, "… regardless of physical form, characteristics, or means of transmission…". This means that public records can be in any form or media (i.e., paper, hard or floppy disk, magnetic tape, microfilm/fiche, optical disk, etc.). |
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| Can I use an online service (i.e., America Online, CompuServe, etc.) on a District computer? |
Yes, provided you pay the monthly charges for the online service and there is no software license involved. |
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| FORMS | |
| eFORMS | |
| eFORMS ACCESS | |
| How do I open my eForms Desktop? | |
| 1. Open the school district web page in your internet browser 2. Click the Forms link at the top of main District web page 3. Click the Web Forms Desktop icon 4. Enter your user name and password (the same user name and password you use to log into the District network) |
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| I cannot access the eForms Desktop. |
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| You do not have a eForms License. Please submit a HEAT work order requesting your name be added to the list of licensed eForms users. Only regular full-time District employees are licensed eForms users. |
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| I have a large monitor and want to increase the rows that are visible in my eForms Desktop. How do I do that? | |
| 1. Sign-in to your eForms Desktop. 2. Click the Profile tab in the upper right corner of your eForms Desktop. 3. Click Customize 4. Locate the appearance section. 5. Change the number of rows 6. Click save |
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| How do I fill out a form on a computer that doesn’t have internet access? |
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| Use the Save Off Line feature. This feature allows you to save the form as an active HTML copy that is portal. You must reconnect to the internet in order to submit the form. To watch a video on how to Save Off line go to the training video clips. You must have administrative control on your computer to use this function. | |
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| FORM ACCESS | |
| How do I access web forms? | |
You access web forms from Form Search on the District web page:
OR, if you are a licensed eForms user Click the Web Desktop Icon on the Forms Search web page to access your eForms Desktop. |
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| Can I access forms from home and if so, how? | |
If you have internet access at home you can access your eForms Desktop. First you must sign into the District network. 4. A network sign in window will appear. 5. Enter ADMIN\ before you enter your user name 6. Enter your normal District network password. Once you are signed into the network a eForms sign-in window will appear (see below) |
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| How do I find a form in the eForms Desktop? |
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After you sign in to the eForms Desktop click the Folder tab. If you know the department name that the form belongs, click the department folder. If you do not know the department that owns the form, type the form number in the search field and click search. The right-hand column indicates what folder the form is located. |
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| I do not see the department folder I am looking for in the eForms Desktop folder list. | |
The desktop has a default view of 20 lines. The folder you are looking for may be on another page. The page number toggles are located in the upper right corner of the desktop window, under About, Help and Deleted items. Another possible reason for not seeing the department folder is that you may not have security clearance to view the forms in that department folder or the department is not yet available in the eForms Desktop. Contact the department to ascertain if the form you are looking for is web based. If it is, and you need access to the form, ask the department representative to include you in the security setting for the form. They will submit a HEAT work order to add you to the forms user list.
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| The form won’t open after I enter my user name and password. | |
| The form owner requested that form security be set to allow only certain people to access the form. If you believe you should have access to the form, contact the form owner and request that your name is added to the forms eForms security access list. | |
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| I want to use the web Leave/TDE form but cannot access it. |
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| The web Leave/TDE form has not been approved for District-wide use at this time. To use the form your Director/Principal must contact the Forms Analyst to discuss the use of the form in your department school. Also, the payroll secretary must complete eForms training. Be aware that the form is not usable for teachers at this time. | |
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| I can’t make a change on a signed form. |
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| Electronically signing a form may lock the fields in the form and not allow editing. To edit the fields you must remove your signature (you can only remove your signature) from the form. Click the signature box and click OK at the message that appears. After you make your changes you may resign the form by clicking the signature box again. |
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| Why are some of the fields in my form yellow? |
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| This is caused by an auto fill function in your internet browser. Your internet browser is highlighting fields it believes you may want to auto fill. To eliminate this action you must turn off auto fill in your internet browser. Each browser is different. Please refer to the help feature of your browser. |
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| I get too many e-mails and want to turn off the e-mail notification in eForms. How do I do that? | |
| 1. Sign-in to your eForms Desktop. 2. Click the Profile tab in the upper right corner of your eForms Desktop. 3. Click Customize 4. Remove the check next to the e-mail notification. 5. Click save |
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| I received an e-mail notice in Outlook referring to eForms. Why and what is it? | |
| When a form is routed (sent) to your eForms Desktop, an e-mail notification is sent to your Outlook e-mail address letting you know “You have Mail” in your eForms Desktop. This is a notification only and is not the form. You may delete it at any time. The e-mail may contain a link to the form that was sent to you or may contain a link to your eForms desktop sign-in window. You may click either link but it is advised you click the eForms Desktop link and open the form from your eForms Inbox. | ![]() |
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| TRAINING | |
| How do I sign up for eForms Desktop Training? | |
| Sign up for eForms Desktop training using Course Registration located on the School District web page under Employees/Professional Learning.. | |
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| Is there any video training available for eForms? |
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Yes, short training video clips on various functions of eForms are available. 1. Click Forms at the top of the District main page 2. Click Training/Resources in the left menu 3. Click Training, Forms |
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| SAVE | |
| The Save Off Line function does not show up on my form. | |
| The Save Off Line function will not show up in some browsers. Please use the District supported browser “Internet Explorer”. You must have administrative control on your computer to use this function. | |
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| How do I save my partially completed form as a draft so I may finish it later? |
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| Chose Save For Later in the submit field drop down list and click GO. The form will be saved in your eForms Inbox as a draft. You may open it up any time and continue to fill in and submit. |
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| How do I save a form for archiving? |
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| You can only save forms that are located in your Inbox and have either a final copy |
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| How long can I keep forms in the Save Folder? |
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| Three calendar years. |
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| DELETE | |
| How do I delete a form? |
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| You can only delete forms that are located in your Inbox and have either a final copy icon |
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| Where do deleted forms go? |
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| Deleted forms can be accessed by clicking the trash can located in the upper right section of your eForms Desktop below your name. |
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| Can I retrieve a form from the trash can? |
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| Yes, open the trash can. Check the select box to the left of the form name (second column in your inbox) and click the Save button. |
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| How long does a form stay in the trash can? |
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| Forms are automatically removed from the trash can after 14 days. Once they are removed from the trash can they cannot be retrieved. |
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| ROUTING | |
| I just received a form in my inbox but the submit field is grayed out. How can I route the form to another user? |
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| A non-operable submit-field on a form in your Inbox indicates the form is a final copy. Final copies can be sent to multiple users after the form is approved and completed and no other action is required. In other words, the final copy is a read only receipt of the finished form. The only actions you can do with this copy is to save or delete the form. |
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| The forms in my Sent Items have non-operable submit fields. How do I route a form from my Sent items folder? |
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| The forms in your “Sent Items folder” are read-only archival copies of forms you have sent to other users. They are not the live forms. The function of the Sent Items Folder is to allow you to track forms you have sent to other users, withdraw forms that you want to cancel or transfer forms you have sent to the wrong Inbox. Items stay in the Sent Items folder as long as the form is active, Once the form is inactive (final copy), it is available to view in the Sent Items folder for 30 days and is then automatically deleted. You cannot manually delete forms from the Sent Items Folder. |
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| How do I know where the form is after I sent it? |
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If you sent a form to someone and want to know where it is located find the copy of the sent form in your Sent Items Folder and click the routing icon.
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| The information on the form that was sent to me is incorrect. How do I send it back to the person who sent it to me? | |
| Chose Reject from the Submit action drop down list and click GO. A reject window will appear. If the form has been routed to multiple people before you received it there will be a list of names to reject the form to. Check the name of the person you want to reject the form to, write a note explaining your action and click send. The recipient will receive the form in their eForms Desktop Inbox with a large orange “X” indicating the form has been rejected. The recipient may edit the form and re-submit. |
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| I sent the form to the wrong person. How do I correct that action and redirect the form to the correct person? |
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| You can only redirect forms that you originated. Please do the following: 1. Go to your Sent Items folder of your eForms Desktop 2. Find the form you sent to the wrong person. 3. Check the selection box to the left of the form name. The selection box is the second column in your Sent Items Folder. 4. Click Redirect button to remove the form from the current Approver's Inbox and route the form to another Approver. 5. Enter the correct user name and send |
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| How do I recall a form that I submitted to another user? |
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| You can only recall forms that you originated. Please do the following: 1. Go to your Sent Items folder of your eForms Desktop 2. Find the form you want to recall. 3. Check the selection box to the left of the form name. The selection box is the second column in your Sent Items Folder. 4. Click Redirect button to remove the form from the current Approver's Inbox and route the form to back to you. |
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| How do I cancel a form that I submitted to another user? |
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| You can only withdraw forms that you originated. Please do the following: 1. Go to your Sent Items folder of your eForms Desktop 2. Find the form you sent to the wrong person. 3. Check the selection box to the left of the form name. The selection box is the second column in your Sent Items Folder. 4. Click the Withdraw button. Withdrawing a form deletes the form permanently from eForms. |
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| OMNI FORM | |
| FORM ERRORS | |
As you tab down the page the cursor jumps to another page. Sometimes a different language page appears. Sometimes a different page other then what you requested is printed. Or you may receive a message that states the number you are trying to enter into a field is too large. |
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There is a conflict between one of the new OmniForm Filler functions, called "Client Profile", and forms that have hidden calculations in them. Any form that repeats data from one page to another has hidden calculations. All OmniForm Filler 5.0 users should turn off this function. To do so complete the following steps:
If you continue to have problems filling the out forms complete the following steps:
If you receive a message asking if you wish to clear the data click YES
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You try to open a form and receive the message "Error opening form. The form has been temporarily locked by another user. Press the retry button to attempt the operation again." |
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You will receive this message if you are trying to open a form on the Records Management web page. You cannot open a form that is already opened by another form user. Always save the form to your computer. Do not open the form on the web page. XP ERROR SOLUTION: You will receive this message if you are using XP as an operating system and you open a form directly from a folder rather then the OmniForm Filler program. To avoid this message you may: Open the OmniForm Filler program, click on the folder in the toolbar or click on File and Open in the drop down menu. In the Open Dialogue Window find the folder the form is located in, choose the form you want to open and double click on the file name or click once and choose open. OR Cancel message - If you click on cancel in the error message you may also access the form. OR Follow the directions below to change the XP settings:
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You keep getting a message that begins with " The form may be invalid or the memory may be low..." when you try to open a form. |
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This is a generic error message. You do not need to remove programs or files from your computer to free up space. Your OmniForm Filler may be installed improperly or the "Client Profile" function may be turned on.
Go through all the steps to the client profile problem. If that doesn't work try reinstalling the OmniForm Filler software. First remove any previous versions of OmniForm Filler (including 5.0) before you reinstall OmniForm Filler 5.0. Make certain you remember to uninstall the short cuts as well. |
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You cannot open OmniForm Filler 5.0 from the icon on your desktop. |
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Delete the old icon on your desktop and replace it with an icon for the new OmniForm Filler version. |
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You have installed the new version and now you cannot find your forms. |
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When you first install OmniForm Filler it does not know where your forms are located. It automatically goes to a default location called Sample Forms. You have to tell the program were to find your forms. Many people keep their forms in a folder called SDForms that is located in a folder called OmniForm which is located directly under C:> drive. Some people keep their forms in My Documents. You must know what folder your forms are located in and what is the path to those forms in order to open a form in OmniForm Filler. Once you know the path to your forms go to TOOLS in the menu bar and click on OPTIONS in the drop down menu. Click on the FILE LOCATION tab. Click on BROWSE. In the drop down menu follow the path to your forms by clicking on each folder until you reach the folder where your forms are located. Click OK. Now when you next open OmniForm Filler and go to the Open dialogue window you will be mapped to the correct form folder. |
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You try to e-mail a form from OmniForm Filler and an "Email Wizard" Appears. |
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You do not have the correct internet option setting. Follow the directions below to change the setting:
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If the Spell Check option is disable your computer security settings were incorrect when the OmniForm Filler was installed on your computer. In order to use the spell check function with Windows XP you must be assigned administrative rights to your computer when OmniForm Filler is installed. Contact your TC to change the security settings and re-install the software. |
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Microsoft Office Document Image Writer print driver is not available |
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To install the Microsoft Office Document Image Writer print driver so you can transform your form into a TIF for emailing to an outside agency complete the following directions:
You will return to the Printers and Faxes screen. Right-click the generic text/only printer driver and select properties.
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I want to save my completed PDF form but I don't have the full version of Adobe Acrobat installed on my computer. Or, I want to email a completed PDF form to someone but I don't have the full version of Adobe Acrobat installed on my computer. What do I do? |
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You can use the Document Image Writer print driver to save your completed form to your computer as a graphic file (TIF). (For instruction in PDF format click here.)
You can view the TIF file in the Microsoft Document Image software found under PROGRAMS/MICROSOFT OFFICE/MICROSOFT TOOLS. |
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The routing icon allows you to track the routing process. The routing icon is a blue arrow pointing left to a blue box. It is located in the fourth column of the eForms Desktop. Click the routing icon and a window will appear that lists the form routing. This list contains the following: