Forms can be used for a variety of needs as you can create questions based on each individual case.
You will be required to create the forms under your main Dashboard, but responses can be managed from either the Dashboard or Administrator's app.
On your Dashboard, you will have many options to manage/add/edit/delete forms.
To create a new form please follow the steps below:
- Go to your Dashboard and tap on Forms then in the dropdown select Manage Forms
- Tap on Add on the top right of the screen
- Select who needs to complete the form i.e. Parent/Guardian
- Enter the title of the form i.e. CCTV Policy
- Enter form content i.e. description of Policy
- Select Reminders
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Add as many questions as needed
- Multiple choice: you will give options for answers and the user will be able to select only one answer
- Checkbox: You will give options for answers and the user will be able to select multiple answers
- Short answer: You will ask a question and user will be able to free type their answer
- Enable Comment: User will be able to free type a comment in addition to their answer
- Comment mandatory: User will not be able to submit the form if not entering a comment
- Add Option: Where you can write the answers you expect from users i.e. Yes or No
- Enter the last day of submission
- Enter the name of the teacher who will manage the form so they can view it on their Administrators app
- Select One Per Family (if applicable)
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Filter by the dropdown menu
- Groups: If you have created a group previously you can find it by the name of the group
- Students: Will show a list of years/class where you can select the ones relevant to you
- Family Type: You can choose year/class and then apply family type filter
- Apply filter
- Select all or select relevant students that you wish to submit the form to
- Add selected so they move to your Final list
- Select the final settings on your form (if applicable)
- Preview: You can view how the form will work for users and test answers to ensure you are happy before submitting
- Submit
To create a new form using a template please follow the steps below:
- Go to your Dashboard and tap on Forms then in the dropdown select Manage Forms
- Tap on Add
- Select the template you wish to apply from the dropdown menu
- Select who needs to complete the form i.e. Parent/Guardian
- Make any changes to the form content
- Select Reminders
- Add new questions and/or make any changes as needed
- Enter the last day of submission
- Enter the name of the teacher who will manage the form so they can view it on their Administrators app
- Select One Per Family (if applicable)
-
Filter by the dropdown menu
- Groups: If you have created a group previously you can find it by the name of the group
- Students: Will show a list of years/class where you can select the ones relevant to you
- Family Type: You can choose year/class and then apply family type filter
- Apply filter
- Select all or select relevant students that you wish to submit the form to
- Add selected so they move to your Final list
- Select the final settings on your form (if applicable)
- Preview: You can view how the form will work for users and test answers to ensure you are happy before submitting
- Submit
To edit a form please follow the steps below:
- Go to your Dashboard and tap on Forms then in the dropdown select Manage Forms
- Simply tap on the paper icon on the form you wish to update
- Make changes you require (Please note you cannot make changes to form questions if users have already submitted)
- Submit
Reminders
Please note that the setting will change depending on how soon you need the response from users (i.e. I am sending consent for a Trip the following week I might select reminders to go every 2 days). Reminders will only notify users who have not yet filled out the form, users will then receive reminders until the last submission date.
Last date of Submission
This means users will not be able to submit the form after the date selected here. You can update the last date of Submission after creating the form if you want to allow parents a few extra days
One per family
This setting will assign the form to only one student per family, based on the mobile number of the parent. So if you only require the parent to sign a form once for all their students, please do tick the box.
Require consent
This box will display a default question to the user if they do or do not consent to the form they are signing. It is a great tool if all you need from the user is to consent as it will display quite easily the responses for staff members on their Administrators app.
School app - viewed by the user
Administrator App - viewed by the Staff member
Show Medical Details
Teachers who are assigned to view the form on their Communicators app will be able to see medical forms on their Communicators app if this box is selected. Please note teacher will only view it if the Medical form has been submitted by the parent.
On your Administrators app, you will see a cross beside the student's name with different colours which refer to:
- Red - does have a medical condition you need to be aware
- Green - The parent has submitted but it does not have a medical condition you need to be aware of
- Grey - The parent has not yet submitted medical information
Send SMS
This feature will identify users who don't have the school app and only those will receive an SMS with the message and links to download the school app. Everyone else will receive a notification via the School app.
Send notification
Always tick Send notification as you want users to know there's a form that they need to sign. This will send a 'beep' onto the user's phone bringing them into the form to fill.
Email notification
By ticking this box teachers who are assigned to view the form on their Administrators app will receive an individual email every time a form has been submitted.
Optout
If you have an optional form you can give parents the option to Optout. This way parents will not be getting reminders of the form if they do not wish to submit it. (i.e.Trip to City Centre) Do not give the Optout option if the form is mandatory (i.e. Policies)