What is this form used for?

This type of form is used to collect information associated with students from parents or general information/feedback.

Examples of how this form can be used:

  • Permission updates for students
  • Hostel/Dorm/House feedback
  • Student health checks

Creating a form

Open the Forms page in your Admin Console, click + New Form, and then select the Parent Form option.

The setup is made up of this form is made up of five different phases

1. Name & Description

Your first step is to name your form and provide a description (optional).

2. Information Type

The second step is to decide if you wish to collect:

A. Student information will allow your parents’ responses to assign to the student they are connected to profile. This can be filtered to either all students, a house, or groups. This style will allow the student response to assign as a record to the student profile.

This option is great for symptom surveys/ health checks and permission updates.

B. General information

This response style provides a platform to collect information that may not need to be associated with a student profile.

This option is great for Hostel/Dorm/House feedback.

3. Form Builder

Once you have selected the Information type, you will now be able to build out your form.

The form builder provides the ability to customize your form to suit your needs. You can apply different response types (paragraph, multi-choice, file attachments, dates, signatures, etc), make this question required, have this response update selected student profile information, and also preview what this will look like for your parents.

Apply all your questions and then select the preview button to confirm you are happy with the structure for your parents.

4. Submission Options

In the submission section, you will need to build out your campaign with your communication message, apply supporting documents (attachments), set your frequency, and then reminders to parents who have yet to respond.

Your frequency has the ability to be set to go live once, be initiated by your staff as needed, or to repeat on a daily, weekly, or monthly basis.

5. Other Options

The final section allows you to control who can review your parent responses. As you can see in the below screenshot; all staff, specific staff, administrators, or house staff can be applied. There is also the option to have these responses lodged into your Activity Feed.

Once you are happy with all of the above, scroll back to the top and press save to add this Form to your account.

If this is a repeating campaign, this will go live with your set frequency. If this is initiated by your staff, this will now be available in your Forms tab.

If you have any questions about this process or not sure how this feature could be used at your school, please click the chat bubble on the right-hand side to let us know - we’re always happy to help!

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