Forms Automation

We provide an extensive gallery of 900+ K-12 forms through the clevr platform for your team to explore, download and adapt to your district’s specific needs. Below are examples of some of the forms readily available in the clevr Gallery. However, if you don’t find what you are looking for, we’ll build it for you. It’s that simple. Send us your current forms i.e. Word docs, fillable PDFs, whatever you use today and we’ll mirror them exactly in clevr. We have never met a form we couldn’t handle.

  • COVID-19 School Reopening Plan

    When select schools have been identified for reopening, UNICEF suggests six key dimensions be used to assess the state of readiness and inform planning: policy, financing, safe operations, learning, reaching the most marginalized and wellbeing/protection. This is a comprehensive school reopening plan template.

    School
  • COVID-19 Compliance Inspection Report

    Compliance inspection performed by authorized district staff or school principal to ensure appropriate oversight over school property and obtain compliance with provincial / state public health regulations.

    School
  • COVID-19 School Response Plan

    Each school shall have a response plan that documents the procedures and measures implemented to ensure social distancing guidelines are followed and the safety, health and well-being of students and staff is a top priority.

    School
  • COVID-19 Daily Fit for Work Screening Protocol

    All staff required to complete screening protocol prior to starting work, by completing this standard questionnaire to assess health risk.

    Staff
  • COVID-19 Staff Daily Consent Form

    Staff are asked to confirm on a daily basis that they are not presenting any symptoms and not currently positive for the novel coronavirus. Safety protocols and policies can be embedded into this form that staff can acknowledge.

    Staff
  • COVID-19 Daily Self-Monitoring Form

    Paying attention to your health, and recording daily your temperature and any symptoms made easy with a simple online form. Information can be kept confidential or shared as required.

    Staff
  • Assistive Technology

    This Loan form is used when assistive technology is on loan for a particular student. Tracking of devices and their use is important from a planning and funding perspective.

    Student
  • Alternative Education Request

    A request form for enrollment into an alternative education program that emphasizes a particular language, culture, religion or subject matter or uses a particular teaching philosophy.

    Student
  • Medical Care Plan

    An Individualized Medical Care Plan is needed for students who have a health concern or require medication, treatments or procedures during school hours. Attachments such as written and signed physician’s orders may be uploaded and viewable by appropriate staff.

    Student
  • Behaviour Support Plan

    A behaviour support plan (BSP) is a document that addresses inappropriate behaviour of a student, and outlines strategies to improve their behaviour.

    Student
  • Employee Incident/ Injury/ Violent Incident Reporting

    Employees who have an accident/injury/exposure at work must report the details surrounding the event no later than three hours after the incident/injury. Recordings of what injuries are present as well as possible witnesses, location on-premise, time of day etc. are all captured within this formal report.

    Staff
  • Formal Psych Reports

    To support a formal clinical interview conducted by a licensed psychologist at the request of the teacher. Students are usually seen over several sessions, so the form allows for revisions, edits and additions while tracking date and location of each session.

    Student
  • Volunteerism/ Community Partner Survey

    Annual collection of data that is used for quarterly reporting. Track event information, number of volunteers, hours, as well as survey results regarding overall experience.

    Staff
  • Staff Portfolio / Professional Development

    Simple form used to capture professional development activities and training. Ability to upload supporting documents for example agenda/program that identifies location, dates and topics / sessions.

    Staff
  • Preventative / Community Programming Log

    Annual form completed by clinicians and service professionals to track their programming, dates, audience, location etc. Quick access to details for various reporting or funding requirements.

    Student
  • Collaborative Meetings Log

    Used by clinicians and service professionals to track annual meetings. Ability to choose location, identify individuals attending the meeting, date, reason for meeting etc. Advanced Search capabilities.

    Student
  • Student Contact Notes

    Contact notes documenting student meetings are a core element in providing cohesive and coordinated service to students. Notes may include reason for intervention, actions and response, themes, suggestions and next steps. All edits/additions are systematically time stamped. Summary printout is also available.

    Student
  • Small Class Request

    Pre-planning (January/February) for numbers of students requiring “small class” or “partially integrated” placement. Accommodations and recommendations can be determined efficiently using a centralized system.

    Student
  • New Hire Forms

    Improve the new hire experience by centralizing all required paperwork with a helpful checklist and notifications to help new hires keep track of all required forms within the first 30 days.

    Staff
  • Transcript Request

    Request for school transcript for students that are no longer enrolled in secondary school. Forms are managed by the Central Transcript Office.

    Student
  • Special Education Transition Plan

    Regulation requires that a transition plan be developed as part of the IEP for exceptional students who are 14 years of age or older. This form is fully compliant with this requirement and is widely used across Districts.

    Student
  • Reading Assessment

    Teachers must determine the reading performance level of students through various formative assessments. The assessment data sent by schools can be summarized and used to inform decisions on how best to support Early Years learners and identify possible professional learning priorities or resources at the school and school division levels.

    Student
  • Concussion Report

    To address the increased risk of concussions and to prevent and identify the signs and symptoms of concussion, this form helps to support the proper management of concussions.

    Student
  • Emergency Contact Form

    Request or update emergency contact information for a student in case there is an emergency.

    Student
  • Student Incident Report

    This form should be completed and submitted by school staff in the event of an incident or injury involving students. Capture details like site location, bodily injuries, witnesses etc. This form may also be used to report incidents like near misses, where there was no injury, but the potential for injury existed.

    Student
  • Student Health Plan

    Completed if a physical or medical condition may affect the student’s attendance at school or if medication is to be taken at school. Updated annually or sooner if there is a change in the student’s health.

    Student
  • Improvement Plan

    If a teacher receives an Unsatisfactory rating then the principal, with input from the teacher, must prepare and implement steps and actions to improve his or her performance.

    Staff
  • Principal and Vice Principal Performance Appraisal

    Principal and vice-principal performance appraisals were implemented across the province of Ontario in 2010. It supports principals and vice-principals in setting goals and fosters leadership development.

    Staff
  • Enrichment Plan

    If a teacher receives a Development Needed rating then the principal, with input from the teacher, will develop and implement a plan to improve his/her performance.

    Staff
  • TPA Summative Report Form

    Designed in accordance to Ontario’s Teacher Performance Appraisal Technical Requirements Manual. The principal must collect evidence to support his or her appraisal of the teacher’s performance. An overall rating must be given.

    Staff
  • Principal and Vice Principal Performance Plan

    The performance plan is used by the principal and vice-principal to outline key goals to improve student achievement and the strategies that will be used to attain those goals.

    Staff
  • Principal and Vice Principal Growth Plan

    The growth plan is typically required within the first year as a new principal or vice-principal. This outlines the actions he/she will take to enhance their individual competencies.

    Staff
  • Teacher Growth, Supervision & Evaluation

    The formal process of gathering and recording information or evidence over a period of time and the application of reasoned professional judgment by a principal in determining whether one or more aspects of the teaching of a teacher exceeds, meets or does not meet the teaching quality standard.

    Staff
  • Off Campus Employee Evaluation

    Where classroom studies are complemented with practical experience obtained in the workplace, this form is designed to evaluate non-District staff as it relates to overall satisfaction.

    Staff
  • Employee Mental Health / Well Being

    No matter what your role – everyone needs to look after their own mental health. Reinforce a culture of good mental health by allowing staff to share work-related stressors so that leaders in the organization can provide support.

    Staff
  • Contract C, D, E and Long Term Supply Teachers Evaluation Form

    Provide a standardized, consistent and transparent approach to hiring occasional teachers to long-term occasional and permanent positions.

    Staff
  • Teacher Training Profile

    Districts with a focus on professional development within schools can use this form to understand the collective capacity of staff as well as individual certifications, courses and knowledge such as Grief and Loss Training, Autism Training etc...

    Staff
  • Teacher Evaluation Process

    The intended purpose is to document the procedures and timelines for formal teacher evaluations. Extreme flexibility to design your own process, evaluation categories and rating rubric.

    Staff
  • EA Appraisal

    Formal evaluation form for supervising teacher(s) to rate educational assistants on performance categories, provide additional comments and observations. Evaluations are kept confidential with role-based access. Evaluation format and workflow vary by District.

    Staff
  • Permanent Support Staff Performance Appraisal

    Ensure all support staff in the Division receive meaningful performance appraisals, for training and professional learning purposes. Use data to assist in making staffing decisions (i.e., retention; transfer; and promotion).

    Staff
  • Log of Teaching Practice

    Optional form but very helpful in tracking the development of competencies for any new teacher, plus highly recommended for a strategy on an enrichment or improvement plan.

    Staff
  • Clerical Performance Appraisal Report

    Employee evaluation to capture observations and rate performance based on job knowledge, quality of work, communication and team skills. Approval workflow can be initiated to notify the appropriate approvers when report is complete.

    Staff
  • Teacher Evaluation using the Effective Schools Framework

    Capture feedback to teachers based on the Effective Schools Indicators. Evidence gathered during supervision of instruction is collected throughout a school year and used to complete the summative evaluation.

    Staff
  • Youth in Transition Referral

    Young people in need of urgent support can get help through housing, counselling, employment and after-care programs. Use this form to gather all the relevant information in one place to complete the referral.

    Student
  • Response to Intervention (RtI)

    Timely responsive interventions are possible through collaboration and ongoing monitoring of progress. Use this form to support the RTI process as well as to store behavioural data. It is comprised of “initiatives” (forms) which are created for individual students.

    Student
  • Teacher Performance Appraisal

    Implement a standardized, comprehensive online tool to facilitate the performance appraisal process for all teachers. Easily harvest and analyze data during and after appraisals are complete.

    Staff
  • Ontario Teacher Performance Appraisal System

    Ontario's TPA system has two components: one for “new teachers” and the other for “experienced” teachers. This set of forms includes all the Mandatory Provincial Forms and Required Processes to ensure compliance with all relevant legal and policy requirements.

    Staff
  • Staff Performance Appraisal

    This appraisal is designed for non-teaching staff and supervisors to assess each employee’s professional performance in carrying out his/her position responsibilities. Incorporates a Performance Rating Scale.

    Staff
  • Math Assessment Rubrics

    Standards-based assessment rubrics are used by teachers to assess student work in Math and distinguish between different levels of performance.

    Student
  • Fountas & Pinnell

    Aligned with the Fountas & Pinnell Benchmarks Assessment System, teachers can record a student's reading levels and comprehension according to the BAS criteria chart, as well as document a student's progress.

    Student
  • Staff Allocation

    This form provides information about the staff employed by districts in various programs. Reports from these forms enable school districts to compare levels of services provided in other districts as well as provide information for funding formula reviews.

    Staff
  • School Improvement Plan

    A school improvement plan is a road map that sets out the changes a school needs to make to improve the level of student achievement and shows how and when these changes will be made.

    School
  • Transportation Plan

    Transportation plans are living documents that require continuing input, updates and improvements to stay relevant. Find out how easy it is to clone last year's plan and track everything in one place.

    School
  • Facilities Request Form

    School facilities are a great option for events and activities. Tracking and approving these requests can be easy and automated.

    School
  • Safe Schools Plan

    All schools are required to develop and implement school-wide plans to help create a safe, caring and inclusive learning environment. Each school plan should align and roll-up to the district plan.

    School
  • Emergency Response Plan

    Ensure a co-ordinated approach between schools and partner agencies in a crisis situation. Document established procedures for school evacuation or lockdown.

    School
  • ELL / ESL Benchmarks

    The ESL Benchmarks are intended to document students progress on language proficiency development over time. Also, ESL Benchmarks support teachers in assessing language proficiency and communicating with students and parents.

    Student
  • IEP / ILP / ALP / IIP

    A flexible planning document that supports the learning needs of every student. Typically brings together inputs from a collaborative team and evolves with the student over time.

    Student
  • Laptop Loaner

    Staff requests for laptops are often done via email. Why not create a form to track requests for laptops and requests for repairs?

    Staff
  • Request For Transportation For Field Trip

    Once a field trip request has been approved, the next step is to request for transportation for the field trip.

    Staff
  • Request For Field Trip Approval

    This form is typically completed by a classroom teacher and requires approval by the Central Office Administrator prior to the announcement of the requested field trip.

    Staff
  • Requisition Form

    A purchase requisition form is an internal document that employees use to request the purchase of a specific item - without having to back out to another system.

    Staff
  • VTRA

    Violence Threat Risk Assessment (VTRA)Protocol is based on the Canadian Centre for Threat Assessment and Trauma Response (CCTATR) model of VTRA. Promotes a common language and understanding of threat assessment and encourages a multidisciplinary approach to violence prevention.

    Student
  • Teacher Enhanced Supervision

    Beginner teachers and experienced teachers follow different supervision models. Parcel out your forms accordingly.

    Staff
  • SpEd Transportation Request

    Aligning transportation for students with special needs can be a difficult task without the right data to drive evidence-based decision making.

    Student
  • Running Records

    Running records have stubbornly stayed manual of the years. No more! Digitize and automate your running records.

    Student
  • Psych Work Order

    Student work orders for psychological services require strict confidentiality and privacy rules. This is especially true when many stakeholders are involved. Protect the data that needs protecting while providing limited read-access to some subset of data.

    Student
  • Principal Growth Plan

    All employees need growth plans and the principal growth plan process is key to effective district leadership. Incorporate any feature into your principal growth plan.

    Staff
  • Principal Enhanced Supervision

    A proper growth plan for a principal starts with a proper supervision plan. There are so many ways to create a supervision form.

    Staff
  • Identification, Placement and Review (IPRC)

    Placement of students with special needs involves many stakeholders and lots of paperwork. Track it all under one form.

    Student
  • Reimbursement of Expenses

    Staff reimbursement of expenses and mileage for professional development, inter-district travel and other reasons is a time-consuming task for all.

    Staff
  • Employee Accident/Violent Incident Form

    Employee incident forms are becoming more and more complex and often have different workflows based on different employee groups.

    Staff
  • Design Element Tool

    Rubrics are widely used for self-assessments both by students and staff. We can incorporate any rubric into a form.

    Staff
  • Counselling Services Referral

    We’ve been building referral services forms for over a decade. If we’ve created one, we’ve created a thousand. These complex, multi-disciplinary forms are never the same from district to district.

    Student
  • PAO Evaluation Approval

    There are many staff appraisal systems available out there but none are built exactly to a district’s specifications. Have your forms and workflows match your processes exactly.

    Staff
  • CUPE Performance Appraisal

    Tracking support staff performance appraisals for multiple employee groups with different collective agreements can be daunting. We’ve built every type of performance appraisal you can think of.

    Staff