1. From the main dashboard, open Forms → Consent Forms & Surveys. The page that opens is headed “Manage Forms”.
2. Find the form you wish to duplicate and tap on the duplicate icon (far right column)
3. Select who needs to complete the form i.e. Parent/Guardian
4. Make any changes to the Title or Form content if needed
5. Select Reminders
6. Add new questions or make any changes to questions if needed
7. Enter the last date of submission
8. Enter the name of the teacher who will manage the form so they can view on their Administrators app
9. Select One Per Family (if applicable)
10. Filter by the dropdown menu
    • Groups: If you have created a group previously you can find by the name of the group
    • Students: Will show list of year/class where you can select the ones relevant to you
    • Family Type: You can select year/class and then apply family type filter
11. Apply filter
12. Select all or select relevant students that you wish to submit the form to
13. Add selected so they move to your Final list
14. Select the final settings on your form (if applicable)
15. Preview: You can view how the form will work for users and test answers to ensure you are happy before submitting
16. Submit

2. Understand the form settings

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 Administrator’s App will be able to see medical forms on their Administrator’s 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

Select Send notification when you want to alert users that there is a form to complete. 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)