When you create a Provider Application in LearnPlatform, you can add content by using an existing form, creating a form, or uploading an existing PDF.
If a form has not yet been created, you can add questions and fields to the provider application form.
Notes:
- Before creating a provider application, manage your LearnPlatform account setup.
- Deciding which questions to include in your application depends on the type of application you are creating. For more information, visit our guide about the kind of content you can add to a Provider Application.
- Use a variety of question types and formatting options in your applications. Understand how the provider might be accessing the application and make it easy to read, identify, and answer key questions.
- You can use placeholder questions to create natural breaks in the document or provide additional step-by-step guidance for specific sections or exhibits.
If you do not have a form already created, you can add questions and fields to the provider application form. Click the Add Question link [1]. Then, select a question type [2]. The inserted question or field displays below the form [3].
You can insert any of the following question types:
Add Guidance Text
You can use the Guidance Text question type to provide instructions or context within your form [1]. To add a link, click the Link icon [2].
Insert Link
Complete the following fields:
- URL [1]
- Text to display [2]
- Title [3]
Select whether to open the link in the current or a new window [4]. Then, click the Save button [5].
Add Short Answer
Enter your question in the text field [1]. You can also add a link [2].
Add Multi-select Checkbox
Enter your question in the text field [1] and then add options [2]. To add more options, click the Add Option button [3]. To add an Other field, click the Add "Other" button [4].
Enter your question in the text field [1] and then add options [2]. To add more options, click the Add Option button [3]. To add an Other field, click the Add "Other" button [4].
Add Likert Scale
Enter your question in the text field [1] and then select which options you want to include [2].
Add Rating Scale
Enter your question in the text field [1]. The rating scale displays below the question [2].
Note: You cannot change the number options in the scale.
Add Recommendation
Enter your question in the text field [1]. The options are Recommended, Neutral, and Don't recommend [2].
Add Date
Enter your question in the text field [1]. The Calendar field and icon display [2].
Upload File
If you have an existing provider agreement, pre-populated with your district-specific information, you can upload a copy of the agreement. Providers are required to download and sign the provided PDF copy before they submit it back to you for acceptance.
Enter text as needed [1]. Then, drag or choose a file to upload [2].
Notes:
- If you upload a PDF file, include an acknowledgment question to ensure that the provider confirms they have downloaded and reviewed the agreement.
- Include an upload question that allows the provider to submit a signed copy of the agreement.
Add Tag Checklist
You can use the Tag Checklist item type to gather necessary information from a partner. This item type is specific to Product Provider Applications and is not available for Company-level applications.
Enter text as needed [1]. Click the Select tag checklist drop-down menu [2] and select a tag checklist [3].
The Tag Checklist displays [1]. To replace the checklist, click the Select tag checklist drop-down menu [2].
To learn more about how to use Tag Checklists, refer to the guide: How do I use Tag Checklist Item to simplify workflow in LearnPlatform?
Note: Once submitted by a Provider, the LearnPlatform admin either accepts or declines the Provider Application. If accepted, the tags defined in the Tag Checklist are automatically applied to the Product.
Add Signature
Enter your question in the text field [1]. The acknowledgement checkbox displays [2].
Add Terms and Conditions
You can ask the provider to either agree or disagree to the terms and conditions.
In this section, you can:
- Add text [1]
- Enable privacy compliance agreement automation [2]
- Upload a supporting file [3]
- Edit the options [4]
Add Pricing Questions
Use the Pricing question type to ask providers to provide their cost information and/or other questions related to licensing.
Enter your question in the text field [1]. The pricing fields display [2].
Manage Questions
To duplicate a field or question, click the Duplicate icon [1].
To delete a field or question, click the Delete icon [2].
To change the position of the question, click the Position drop-down menu [3].
To make a field required, click the Required toggle on [4].
Save Application
To save and continue, click the Save Application button. You can return to the application at a later time or proceed to:
Note: Once you receive a response to an application, you can no longer edit the questions or modify the application in any way. Ensure your application is complete prior to publishing it.
