Creating a form for staff use
Nicholas Hillier avatar
Written by Nicholas Hillier
Updated over a week ago

What is this form used for?

This type of form is used to collect information related to individual students or processes at the school.

Examples of how this form can be used

  • Symptom surveys

  • Wellbeing/ mental health checks

  • Hostel/Dorm/House feedback

  • Maintenance reports

  • Duty handovers

Creating a form

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

The setup 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 that will allow you to assign to either all students, a house, or groups for staff to provide information/ feedback on. This style will allow the student response to assign as a record to the student profile.

This option is great for the symptom survey, wellbeing/ mental health check-ins.

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 Duty Handovers, Maintenence reports, etc.

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 students.

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

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 staff.

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 staff 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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