Forms Management- Forms Creation and Maintenance (G/P)

Guideline/Procedure
3.0901.02.1
Effective date: 04/21/25

Purpose 

To provide standards and procedures for the inventory, design, and production of accessible College forms, and to ensure compliance with Administrative Rule 3.0901.02, Forms Management. 

Forms Review 

The Records and Information Management Department (RIMD) will be responsible for implementing the Administrative Rule and procedures and for working with appropriate offices as needed to ensure compliance. 

Definitions 

Electronic forms are defined as forms that capture data by the use of electronic technology such as on-screen documents used to collect information forms accessible from computing devices.  

Forms have four levels: 

Level 1  – forms that are filled in and printed 
Level 2  – forms that collect data and generate a report
Level 3  – forms that gather information that must be verified and uploaded to enterprise resource planning systems (ERP) or Student Information Systems (SIS)
Level 4  – forms that are part of a system 

Responsibilities 

Standards have been established for the design and numbering of College forms. RIMD is responsible for ensuring that all print-based and Level 1 and 2 electronic forms are designed in accordance with these standards. 

Level 1  –  These forms will be listed in the forms inventory and on the College forms webpage. 
Level 2  –  Temporary, one-time use forms must adhere to design standards but will not be monitored by RIMD.  All other Level 2 forms should be reported to RIMD for inclusion in the College Forms Inventory. 

Information Technology is responsible for meeting design standards as outlined for Level 3 and 4 electronic forms. 

All College employees, departments duplication services shall cooperate with RIMD in meeting the purpose and intent of these procedures 

Additional Resources:

Creating and Using College Forms

Or, contact RIMD

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