Today we are pleased to launch a new feature for our Parent Slips, enabling you to capture a signature from parents when they submit their online forms.
The vast majority of ParentPaperwork schools do not require a parent to physically sign a form. Ever increasingly there is less and less need to actually sign something. In some countries signatures for credit card payments have been discontinued, and with the advent of online transactions and interactions a ‘consent’ or ‘authorisation’ is deemed to have been given through the action of selecting certain options on a web page and submitting the page.
However, we recognise that there is not one common standard, and with schools in seven countries using ParentPaperwork we have now added the capacity to capture a signature from parents.
The signature feature is configurable for each Parent Slip you create, so you can choose to use it for some and not others. You will see the Require Graphic Signature option below the parent fields section. Select Yes if you wish to require parents to provide a signature.
When the parent clicks through to their form a signature box will be visible. On a computer or laptop they can sign their name using their mouse.
On a mobile device such as a phone or tablet with a touchscreen they sign their name using their figure.
Once they have signed and submitted the form you will see the signature when you view the form.
A common request from ParentPaperwork schools has a way to organise Slips and Forms into Folders. For quite a while we have had the ‘Current’ and ‘Archived’ folders, which we introduced to give at least the ability to ‘hide’ older records. But it’s become apparent that we needed more than this.
We have now enabled a new Folders system for both Parent Slips and School Forms.
Set up Folders
Click on your user name at the top right and select Settings, then the Slip and Form Folders option.
You can add and edit the Folders as required. You can delete Folders but only if there are no Slips or Forms allocated.
Allocate Slips and Forms to Folders
Once you have created some Folders you can now allocate Parent Slips or School Forms to the Folders. You can allocate multiple records at the same time, click the checkboxes next to the records you wish to allocate
Once you have selected the records click the Action drop down and select ‘Copy/Remove Selected to Folder’, and whether you wish to Copy the records to the Folder, or Remove From the Folder. Select the destination/source Folder and click the Go button.
The records will be allocated to the Folder (or removed). You can view the records in the Folder by selecting it from the drop down list and clicking the search button.
Records can be in multiple Folders at the same time.
The Current and Archived folders remain separate, so a record is either in the Current or Archived Folders, AND maybe in one or more Folders you have created.
Email is a key function in ParentPaperwork, and the primary way we communicate with parents to advise them of new online forms they need to complete, indeed our email notifications are critical if your school does not have our SMS text notifications enabled.
We know it is important to many schools that communications to parents reflect the branding and corporate style of the school. You can upload your logo which is shown on all web pages and emails seen by the parents.
You can now also set the colours in the email notifications sent to parents for:
- Advising of a new Parent Slip
- Thanking them for submitting a Parent Slip
- Reminding them they have an outstanding Parent Slip
Click on your user name at the top right, click Settings from the menu, the from the Settings page select Customise Email Templates.
By default, if you do not select any colours, the top and bottom banners in the email will be in the ParentPaperwork corporate purple shades.
You can set the colours for the banners. Click on the corresponding field and select a colour from the picker. Or, if you know the hex code for the desired colour, simply enter this in the field.
As you change the colours the live preview will update to illustrate how your emails will look.
If you decide you don’t want the custom colours click the Reset button to return to the standard purple shades.
Today we have added date fields to our online slips and forms, expanding the list of available field types.
These new date fields are designed to capture a specific date – day, month and year. They are going to be useful for all manner of information, excursion dates for a permission slip, a student’s date of birth, the dates a staff member wishes to take a vacation.
The Form Builder now has 10 date fields available for each of the School and Parent sections on the form templates. As with other field types, just drag a field over from the list of available fields on the left hand side.
When a Slip or Form is created from the template, the user can select a date using the pop up date picker.
When a parent is filling out a form they also can use the picker to select a date. You can have multiple date fields on the same template.
We’re rolling out a number of improvements to our online forms over the next week or so, and first up is the ability for someone to Not Approve a Parent Slip or School Form.
Our schools already make great use of the form workflows, especially to ensure that the appropriate staff members have approved a form before it is distributed or moves to the next step.
For example, perhaps the Business Manager needs to approve an excursion permission slip before it is sent to parents; or the HR Manager needs to approve a staff member’s leave request.
It’s become obvious to us that not everything is going to be approved the first time; up until now we’ve generally recommended this be an offline process – the approver might contact the requester outside of ParentPaperwork to advise that something about the form needs to be altered.
But now this can happen on the workflow within ParentPaperwork. Whenever a User is asked to Approve something there is now also a button to Not Approve.
Clicking the Not Approve button opens a window where the Approver can enter a comment or feedback about the reasons for not approving the form.
When the Go button is clicked the form is sent back to the person on the Send for Approval step, and new Send for Approval and Approve steps are displayed, along with the comment. The status of the form is changed to Not Approved.
An email notification is sent to the person on the Send for Approval step advising them they need to take action, the email also includes the comment.
This cycle of Send for Approval/Not Approve can loop endlessly until the Approver is satisified and clicks the Approve button.