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This appendix provides field-by-field information on every form used in Aptify Education Management. This appendix is intended for use as a reference guide when you need to fill out all or part of any Education Management form.

For information on performing Education Management processes, or to learn how to set up Education Management for your organization, refer to the other chapters of this guide.

This appendix documents the forms in alphabetical order. Within each form, tabs are also addressed in alphabetical order.

Note that the fields marked as required in this appendix are required at the entity level. In some cases, a required field may already have a default value so a user does not need to specify a value for these fields before saving the record. To review the list of fields required at the entity level, open the appropriate Service Properties dialog (by right-clicking the service in the Navigation Bar and selecting Properties) and click the Fields tab.


See the Tasks Form in the Aptify Customer/Member Management Guide for information on the Tasks service.

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