Apply with Scoir
Applicant resources
For Students: How to Apply with Scoir
For Non Scoir High School/International/Transfer Students: How many recommendations do I need?
For Non Scoir High School/International/Transfer Students: Requesting letters of recommendation
For Non Scoir High School, International, and Transfer Students: Requesting transcripts, application documents, & letters of recommendation
Colleges resources
For Colleges: Scoir application integration checklist
For Colleges: Configuring your application
For Colleges: Application activation
For Colleges: Importing School Reference IDs
For Colleges: Testing your application
Recommender & supporter resources
Counselors
Getting started
For Counselors: Managing your account
Counselor Dashboard Overview
For Counselors/Teachers: Changing your email address
For Counselors: Creating a Demo Student Account
Using Scoir: A quick start guide for middle school counselors
Adding & managing students
For Counselors: Student roster overview
For Counselors: Add a new student
For Counselors: Student registration process
For Counselors: Labels overview
For Counselors: My student has a Scoir account but I can't see their data
For Counselors: Edit student profiles
For Counselors: Student transferring high schools
For Counselors: Removing students from Scoir
For Counselors: How to disenroll/delete students when using Clever
For Counselors: Recording scholarships and awards for students
Managing parents
For Counselors: Adding & filtering parents
For Counselors: Why can’t parents access surveys, scattergrams, forms, or other school data?
College & career planning
For Counselors: Viewing students’ career interests
For Counselors: PrinciplesYou character assessment overview
For Counselors: Searching and filtering colleges
For Counselors: Suggesting colleges
For Counselors: Manage colleges on behalf of a student
For Counselors: Managing and using Scattergrams
For Counselors: Discover Programs
For Counselors: College Selectivity Levels & Match Category overview
For Counselors: Setting Acceptance Likelihood
For Counselors: Set student outcomes and post-graduate plans
Document management
My Drive
For Counselors: Viewing your student's document storage (MyDrive)
For Counselors: Bulk add files & links to multiple My Drives
For Counselors: Adding a YouTube video to My Drive
Document preparation & uploading
For Counselors: Manage application materials
For Counselors: Secondary School Report (SSR) overview
For Counselors: Midyear Reports and Transcripts
For Counselors: Final Reports and Transcripts
For Counselors: Grade Reports (Individual)
For Counselors: Application fee waivers
For Counselors: Digitally signing Early Decision contracts
For Counselors: Completing second Early Decision sontract for the same student
For Counselors: Letters of recommendation
For Counselors: Add a counselor evaluation/recommendation
For Counselors: Viewing status of teacher recommendations
For Counselors: Uploading recommendations on behalf of an 'Other Recommender' outside of Scoir
For Counselors: Managing FERPA on behalf of a student
Understanding FERPA - Frequently asked questions
Document sending
For Counselors: Send application materials
For Counselors: Sending documents for individual students
For Counselors: Understanding what "Complete Packets Ready to Send" means
For Counselors: Understanding the "Needs Attention" document status
For Counselors: Cancel sent documents - the send docs "undo" button 😮
For Counselors: Resending an updated transcript after it was already sent
For Counselors: Why aren't documents appearing in the list to be sent to colleges?
Tracking & troubleshooting
Assignments & surveys
For Counselors: Using Plans
For Counselors: Create and assign Tasks
For Counselors: Using Forms
For Counselors: Creating, publishing, and editing Surveys
For Counselors: Viewing Survey results
For Counselors: How do students and parents know that a survey was sent?
For Counselors: Creating brag sheets in Scoir
Uploading test scores & other data
Test Score Imports: ACT score imports
Test Score Imports: ACT and PreACT scores via rapid manual entry
Uploading College Board test scores
Manually adding TOEFL scores for each student
For Counselors: Importing Custom Properties
Bulk add/update Grade Report
Bulk add/update Senior Courses
Bulk add/update Student GPAs
Bulk add/update Transcripts
Reporting
For Counselors: Running standard reports on student data
For Counselors: Creating custom reports
For Counselors: Exporting reports from student roster view
For Counselors: Custom Properties and Property Groups
Communication & notifications
For Counselors: Messaging students & parents in Scoir
For Counselors: The Email Center
For Counselors: Sending and scheduling emails
For Counselors: Emailing users using the advanced email integration
For Counselors: Scoir Library & Email Subscription management
For Counselors: What notifications will students receive from Scoir?
For Counselors: Notifications & alerts
Calendar & scheduling
Using the calendar
For Counselors: Calendar overview
For Counselors: Linking your Scoir calendar to an external calendar
Visits & office hours
For Counselors: Scheduling in-person visits & availability
For Counselors: Scheduling virtual visits
For Counselors: Scheduling visits for non-college organizations
For Counselors: Scheduling multiple college visits within the same time slot
For Counselors: Students' notification of college visits
For Counselors: Understanding Scoir RSVP dates
For Counselors: Scheduling office hours
For Counselors: Office hours from the student perspective
For Counselors: Edit or delete a visit
Resources & checklists
Students
Account setup & management
For Students: Scoir student overview [video]
For Students: Creating an account when invited by your high school
For Students: Creating an account on your own (non-Scoir high school student account)
For Students: How to tell if you are linked to a high school or not
For Students: Invite your parents/guardians
For Students: What to do if you have multiple accounts
For Students: Link your existing Scoir account to a high school
For Students: Change your email addresses or add a backup email
For Students: Delete your account
Build your student profile
For Students: Personalize your dashboard & college preferences
For Students: Update your personal information
For Students: First generation students
For Students: FERPA Release and FERPA Waiver
For Students: Update your academic information
For Students: Record your activities and achievements
For Students: Create and export a resume
For Students: Managing your My Drive
Explore careers
For Students: Taking a career interest assessment
For Students: Taking the PrinciplesYou character assessment
For Students: Discover careers
For Students: Managing careers in your profile
College planning
Explore colleges
For Students: Setting your college preferences
For Students: Student interest categories
For Students: Discover colleges
For Students: College profiles
For Students: Comparing colleges
For Students: Viewing Scattergrams
For Students: Discover Events
For Students: Discover Programs
Build & manage your college list
Application documents & resources
For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores
For Scoir connected students: Requesting a fee waiver
For Students: Early Decision contracts
For Scoir connected students: Requesting transcripts
For Scoir connected students: Requesting letters of recommendation
For Students: Checklist for ensuring application document delivery
For Students: The Scoir guide to the Common Application
Assignments
Office hours & visits
Scoir mobile app
College Admissions
Staff setup & management
For Colleges: Add & invite admissions staff
For Colleges: Admissions Officer roles & permissions
For Colleges: Remove admissions staff
Integrating Slate with Scoir
Introduction: Integrating Slate with Scoir
Step 1: Preparing Slate for Scoir Documents and Record Creation
Step 2: Connecting Slate and Scoir
Step 3: Mapping Scoir Student Data and Documents in Slate
For Colleges: Troubleshooting Slate integration with Scoir
For Colleges: Slate Integration - Message Scoir Students from Slate
Applications & documents
Application rounds & requirements
Introduction: Managing Application Rounds
Step 1: Creating Application Document Requirements
Step 2: Creating an Application Deadline
For Colleges: Edit, copy, and delete document requirements
Receiving documents
For Colleges: The Scoir CSV/Manifest file
For Colleges: Configuring SFTP Integration with Scoir
For Colleges: Troubleshoot configuration of SFTP integration with Scoir
For Colleges: Slate Mapping
For Colleges: Supported Document Types
For Non-Slate Colleges: Configuring File Preferences
For Colleges: Downloading & reviewing documents
For Colleges: Grade Reports
For Colleges: Scoir Index File
Managing college profile content
For Colleges: Premium Presence overview
For Colleges: Create & manage Posts, Events, and Programs
For Colleges: Events
For Colleges: Programs
For Colleges: Guidelines for college profile header photos
Student & guardian messaging
For Colleges: Outreach Messaging overview
For Colleges: Create one-time messages
For Colleges: Create automated messages
Calendar & visit scheduling
Data insights
District Administrators
For District Admins: Logging into your Network account
For District Admins: Getting started with a Network account
For District Admins: Adding and managing users in your Network account
For District Admins: Network roles and permissions
For District Admins: District communications
For District Admins: Setting up and enabling Advanced Email features
School Administrators
School account setup: Data collection process
Data gathering instructions for middle school accounts
ClassLink/Naviance - SIS-Students/Parent
ClassLink Roster/Naviance - SIS-Students/Parent (District)
ClassLink Rostering - SIS Students/Parents
ClassLink Rostering - SIS Students/Parents (District)
Clever Only - SIS Parents
Clever - SIS Parents (District)
Clever/Naviance - SIS-Parent
Clever/Naviance - SIS-Parent (District)
Naviance - SIS for Students/Parent/Teacher
Naviance - SIS Student/Parent/Teacher (District)
Naviance - to - Scoir: Application Outcomes for Current Students
SIS Only - Students/Parents/Teachers
SIS only - Students/Parents/Teachers (District)
Cialfo,Maia Learning, and Xello Historical Application Data (Alumni Only)
School account settings
School settings overview
Enable application materials (Documents)
Setting your high school student email domain
Setting up and enabling Advanced Email
Ensuring Scoir access and emails will be delivered
Request a GPA scale change
Display school photos for students on their profile
Configuring Your SSR - Secondary School Report
Managing Student Transcript Settings
Configuring FERPA Waiver & Release Forms
Managing Your recommendations settings
School logo and template for teacher recommendations
Student self-reporting for GPA and test scores
Pending Acknowledgement
Understanding Scattergram display settings
For Counselors: Overriding a college's application document requirements
User setup & roles
Users page overview
Adding and removing counselors and other staff to Scoir
Inviting faculty and staff
Understanding and assigning roles and permissions
Inviting Students
Assigning counselors to students
Inviting parents/guardians
Informing your users
Data uploads
Parents
Account setup & management
For Parents/Guardians: Managing your email notifications
For Parents/Guardians: Changing your email address
For Parents/Guardians: Creating and managing your account and linking to students
Supporting your students
For Parents/Guardians: Viewing your student’s college list
For Parents/Guardians: Suggesting colleges
For Parents/Guardians: Unsuggesting a college for my student
For Parents/Guardians: Viewing your student's document storage in My Drive
For Parents/Guardians: Digitally signing your student's early decision contract
Searching for colleges
For Parents/Guardians: Searching for colleges
For Parents/Guardians: Viewing college profiles
For Parents/Guardians: Viewing Scattergrams
For Parents/Guardians: Comparing colleges
For Parents/Guardians: Financial information & estimates
For Parents/Guardians: Discover College Events
For Parents/Guardians: Discover Programs
Assignments
Scoir mobile app
Teachers
Community Based Organizations (CBOs)
Product Updates
Table of Contents
- Browse by topic
- Counselors
- Assignments & surveys
- For Counselors: Using Forms
For Counselors: Using Forms
Updated
by Cristina Hernandez
Easily gather information and data from students or parents using Forms, accessible in Assignments.
For quicker navigation, use the table of contents on the right to jump to a specific section 👉
Step 1: Set up a new Form
- Go to Assignments > Forms
- Select +Add Form
- Name your untitled form and add an optional description
- (Optional) Within the Advanced Options, check Visible to teachers to make the form responses visible to teachers who have been asked to complete letters of recommendation
- (Optional) Within the Advanced Options, check Users cannot resubmit to limit each respondents to one response
Step 2: Build your Form
After you've created a form, you can add and edit content, such as questions and instructions. You can also add form elements like section headers and text blocks to help organize your content, making it easier to complete and read.
Add questions, section headers, & text blocks
![For Counselors: Using Forms - Form builder](https://files.helpdocs.io/h5abasfvji/articles/wl7eabiamf/1715622112683/clean-shot-2024-05-13-at-13-36-21.png)
- To the left of your form, click on the type of question or form element you want to add
- Use the Fields Settings to the right of the form to add a question and instructions, add response options for multiple & single select questions, and map to existing custom properties
- Turn on Required to ensure students and/or parents respond to this question before submitting
- Once you have your form set up to your liking, click Save Changes
Your new form will now appear in the table on the Forms tab. To preview it, click the three-dot icon next to the form's row and select Preview Form.
Editing and deleting
-
Edit a question : Click on it, then adjust settings on the right
-
Reorder questions: If you have multiple items, drag and drop them to rearrange
- Delete a question: Click on it, then select . Refer to the FAQ section below to understand the implications of deleting a question after a form has been assigned
-
Duplicate a question: Click on it, then select
How do I edit or delete a form once its created?
2. Click on the three dots to the right of the form you want to edit or delete
3. Click Edit Form or Delete Form
4. If you're deleting a form, you'll be asked to confirm the deletion
Please note: Deleting a form results in its permanent removal, along with its responses. If a form linked to a student or parent task is deleted, it becomes inaccessible to them, although the task remains visible. For full removal of assignments from students/parents, tasks must be deleted separately.
Step 3: Send your Form for students to fill out
Once created, send your form to students and/or parents to collect their responses by including it in a task and assigning it to them.
Step 4: View & manage Form responses
To access collected responses, go to Assignments > Forms and select a form. Responses are displayed in a table, with columns for each question and respondent details, including name, type (student or parent), class year, and submission date. For longer text responses, click View Response in the respective column to view them in a popover. Use the toggle to only show submitted responses.
![](https://files.helpdocs.io/h5abasfvji/articles/wl7eabiamf/1724442509167/clean-shot-2024-08-23-at-15-47-28-2-x.png)
To access responses from a particular student or parent, you have three options:
- Enter for their name in the search bar to see only their responses in the table
- Click on the respondent's name within the table to reveal a panel showcasing their responses. To download these responses as a PDF, click Download PDF in the response panel. This is also accessible on the student’s profile in the Assignments section.
- In the student's profile, navigate to the Assignments section and select Form Responses next to the parent or student assignment
Export Form responses
- Go to Assignments > Forms and click on the name of the form
- Turn on Only show submitted responses if you only want to export the submitted responses
- In the top right, click Export to download a CSV file of the responses for that specific form
Add a PDF Copy of Form responses to a student's My Drive
- Navigate to Assignments > Forms and select the form you want to upload to MyDrive
- Click on the student's name within the table to open a panel with their responses
- In the top right corner of the panel, click the three-dot icon and select Add to Drive
- Choose whether to hide the file from parents and add an optional message
- Click Save. The student will now see a PDF version of their responses in MyDrive. You can also access the file from the My Drive section of the student’s profile
Close Form and stop accepting responses
- Go to Assignments > Forms
- Click the three dots next to the form you want to close and choose Edit Form
- In the Form Settings panel on the right, toggle off Accepting Responses to stop collecting responses and close the form
Optional step: Map custom properties to your Form
When building or editing a form, you can connect form fields to custom properties, capturing data from student or parent responses. This data can be viewed on the student roster using filters or columns and saved as a view.
How it works: When a form field is mapped to a property, the property will update with the student's or parent's response after they've submitted the form. If a property is already filled, respondents can view and adjust the information during submission. Counselors should avoid editing custom properties after a form submission to prevent unintended changes to students' responses.
Example: Suppose a student submits a form in 9th grade and receives another in 11th grade with the same mapped property. They'll see their 9th-grade data and can modify it. Any changes replace the previous response history in the custom property.
![For Counselors: Using Forms - mapping a custom property to a multiple select question in a form](https://files.helpdocs.io/h5abasfvji/articles/wl7eabiamf/1715625966041/clean-shot-2024-05-13-at-14-43-43.gif)
To map a question to an existing custom property:
- Choose a question type that supports mapping
Which form fields can be mapped to custom properties?
✅ Short Text fields can be mapped to text-based custom properties.
✅ Multiple Select fields can be mapped to multiple select custom properties.
✅ Single Select fields can be mapped to single select custom properties.
✅ Date fields can be mapped to date custom properties.
✅ Number fields can be mapped to number custom properties.
✅ Single Checkbox can be mapped to single checkbox custom properties.
- Open the Map to existing property dropdown menu and select the property you want to map to
- Edit the pre-filled question or leave it as is and add instructions. For multiple and single select questions, response options are pre-filled from the custom property and can't be editedWhen mapping to a custom property, edits cannot be made to the response options within the form. If necessary, edits can be made directly to the custom property.
Be aware that changing the name or options of a mapped property will update the corresponding fields in the form. If you delete a property, the mapping will be removed, but the form question and its answer choices will remain unchanged. - Continue building your form or click Save Changes and exit
Access your district's Forms
Districts can create Forms to gather specific information using the same guidelines above. If your district has any Forms that apply to the students at your school, you can easily view them by turning on the Show network-managed forms toggle.
Frequently asked questions
What does mapping to a custom property mean?
We do not recommend counselors modifying custom property values that are mapped in a form. Any changes a counselor makes to the student’s custom property will be visible to the student within a form. Form updates made by the student will overwrite the counselor input value. If the counselor modifies the value after the student has responded, that modified value will be reflected as the student’s response to the form.
Can I edit a form after it's been assigned to students or parents? What about after respondents submit their responses?
The impacts of editing a form after it has been assigned and/or submitted are as follows:
1. Deleting a question means you won't be able to view its responses because it will be gone.
2. When new questions are added, respondents will see them the next time they open the form.
3. When answer choices are added or removed, respondents will see the changes when they open the form. Previous submissions under old options remain visible until students resubmit with the new options.
Can students or parents resubmit their responses?
1. Mark the task associated with the form as incomplete. This returns the assignment to the respondent's list of incomplete tasks, giving them the chance to complete it again.
2. Assign a new task with an updated description and due date, prompting the respondent to review their original submission. Link this task to the same form. This allows them to modify their responses and resubmit when they access the form.
Can custom properties and forms be used at the Network/District level?
By setting up Network level properties and forms, student data can be recorded and transferred from one school to another within the network. This ensures data consistency and simplifies the data collection process for all schools in the network.
By integrating network custom properties into network forms, student responses will update the property data that can be leveraged on the student roster.
Key things to note:
1. Counselors must create and assign tasks that include network Forms for students to access. However, we're working on simplifying how tasks are created and assigned to a specific audience.
2. Student information collected through network custom properties and forms will not be transferred between schools in different networks. For information to be shared, both schools must be in the same network.
3. Counselors cannot edit or delete custom properties or forms created at the district/network level.