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BPPE Career

Staff Registrar

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Forms and templates

Role aware

This page proves the forms and templates library surface for staff, including search, categories, template cards, start options, starter templates, upload affordance, and recently sent document status.

Audience
Staff
Current limits
It uses local invented proof data only. It does not create templates, upload files, parse PDFs or Word files, draft forms with AI, open the builder, publish versions, send envelopes, collect ESIGN consent, sign documents, generate final PDFs, write object storage, file student documents, or verify public documents.

Related Otto Guide links

Review forms and templatestaskForms library referencereferenceEnrollment and signaturesconceptReports and complianceconceptOpen reference page placeholder

Support request boundary

Use Sev3 if library categories, starter templates, or signing status labels are unclear and Sev4 for labels, ordering, or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications14

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Sam Director

Sam Director

sam.director@otto-fixture.test

Switch local proof role

StudentInstructorSchool Administrator

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Forms and e-signature

Forms and templates

A local proof surface for the approved forms and templates library mockup, including categories, starter templates, upload affordance, template cards, and recently sent documents.

Otto Fixture BPPE Career School · Forms proof

Staff Registrar · Sam Director

Forms library

Templates, sent documents, and starter paths

Ticket 038 turns the approved forms mockup into a local staff library view with categories, template cards, starter templates, disabled creation actions, and a recently sent table.

All forms12Enrollment4Externship2Placement1Financial1Student services4

Templates

Templates

12

Template cards in this proof library.

Published

Published

7

Published examples available to send later.

Drafts

Drafts

4

Drafts waiting for builder and approval workflows.

Recently sent

Recently sent

6

Local envelope rows shown in the table below.

Start options

Blank, starter, or uploaded source

Actions disabled

Blank template

Start a web form or fixed-layout document from a clean canvas.

From starter template

Begin with an Otto starter that compliance staff must review.

Upload PDF or Word

Accepts a starting file later; signature, date, and initials detection is not active in this proof.

Drag and drop your starting file here

PDF and Word source files stay disabled until upload storage and field-detection jobs exist.

AI draft preview

Describe a form

Later phase

This mirrors the mockup entry point without generating content, storing prompts, or calling an AI service.

Template gallery

Create a blank template or start from one of yours

10 Otto starters

Blank template

Web form or fixed-layout document

Enrollment

CA BPPE enrollment agreement

Published
Version
v1.0
Mode
Fixed layout
Signers
3 signers

Student, Admissions rep, Director

Enrollment

Enrollment agreement (TX)

Draft
Version
v4
Mode
Fixed layout
Signers
3 signers

Student, Admissions rep, Director

Enrollment

Registration form

Published
Version
v2
Mode
Web form
Signers
1 signer

Student

Enrollment

Disclosures and policies

Published
Version
v6
Mode
Fixed layout
Signers
1 signer

Student

Student services

Catalog acknowledgment

Draft
Version
v3
Mode
Web form
Signers
1 signer

Student

Externship

Externship waiver

Draft
Version
v1
Mode
Fixed layout
Signers
2 signers

Student, Site supervisor

Externship

Externship site agreement

Published
Version
v2
Mode
Fixed layout
Signers
3 signers

Student, Site supervisor, Coordinator

Placement

Placement verification

Published
Version
v3
Mode
Web form
Signers
1 signer

Employer

Student services

LOA request

Published
Version
v1
Mode
Web form
Signers
2 signers

Student, Registrar

Student services

Withdrawal request

Archived
Version
v1
Mode
Web form
Signers
2 signers

Student, Registrar

Student services

FERPA consent

Published
Version
v2
Mode
Fixed layout
Signers
1 signer

Student

Financial

Aid authorization

Draft
Version
v1
Mode
Web form
Signers
1 signer

Student

Enrollment agreement by state rule pack

Fixed layout

Registration form

Web form

Disclosures and policies acknowledgment

Fixed layout

Catalog acknowledgment

Web form

Externship waiver and site agreement

Fixed layout

Placement verification

Web form

LOA request

Web form

Withdrawal request

Web form

FERPA consent

Fixed layout

Aid authorization

Web form

Recently sent

Local sent-document queue

1 waiting on school
DocumentRecipientsStatusUpdatedOwnerAction

Enrollment agreement - Luis Ortega

CA BPPE enrollment agreement v1.0

Student, Admissions rep, DirectorWaiting on school12 min agoMina Patel

Externship site agreement - Maya Torres

Externship site agreement v2

Student, Site supervisorViewed1 hour agoJordan Lee

Placement verification - Tessa Nguyen

Placement verification v3

Employer (Baylor Scott & White)SentYesterdayNora Singh

Catalog acknowledgment - June cohort (24)

Catalog acknowledgment v3

24 studentsCompletedSep 30Registrar team

FERPA consent - Omar Patel

FERPA consent v2

StudentDeclinedSep 27Mina Patel

Withdrawal request - Evan Cho

Withdrawal request v1

Student, RegistrarVoidedSep 25Sam Director

Proof boundary

Ticket 038 stops at the library surface

No form or signing writes
Database-backed template library CRUD
Template builder, autosave, publishing, and version writes
PDF or Word upload, file parsing, and field detection
Describe-a-form AI drafting
Envelope send, signer links, reminders, and signing ceremony
ESIGN consent capture, one-time-code delivery, and ID check
Final PDF generation, immutable storage, and certificate creation
Completed-copy emails, Student 360 filing, and public document verification
Enrollment agreement proofSigning proofID-check proofSealed PDF proofDisclosure validatorBuilder proofAdmissions API proof