As more and more schools come on board, and use ParentPaperwork more frequently, we continue to look for ways to present information in easy to understand ways.
Some schools who have been using ParentPaperwork for a while, and built up a large library of Form Templates, have suggested we should introduce a better way to organise the Templates into groups, so we’ve introduced a new feature to enable you to categorise your Form Templates.
Managing Form Template Categories
The categories are managed from the Settings page – click on your user name at the top right, and select Settings > Form Template Categories.
You can have as many Categories as you like. Click the blue Add New button to create a new Category.
Assign Templates to Categories
When you edit a Form Template you can assign the Template to one or more Categories. Click the Categories field to see a list of available Categories, and click on the one you want to allocate.
The assigned Categories will be displayed, click the small X to de-allocate.
Creating a new Parent Slip
When you create a new Parent Slip, the available Form Templates are displayed grouped by Category. By default all will be displayed, but you can filter to a Category by clicking the relevant Category Name in the left hand list.
Click the blue Go button to create your new Slip from the desired Template.
ParentPaperwork provides a calendar feed of the dates you select on Parent Slips, making it easy to display dates in your school’s online calendar, or the individual calendars of staff.
The dates are those you enter on Parent Slips.
The Calendar Feed is configured from the Settings page. Click your user name at the top right, click Settings and then the Calender Feed option.
Set ‘Enable calendar feed’ to ‘Yes’ and click Save.
You will now see a URL for the Feed. This can be used in Google and other online calendars. For example in Google Calendar click the Other Calendars option on the left of the screen and select Add by URL.
Copy and paste the URL from ParentPaperwork and click Add Calendar
The dates will now display in your calendar, if you are using Google you can even then embed a Google Calendar view into your own web site.
Australian schools start their new year this week, and a number of them have spoken to us about the need to ‘archive’, or otherwise somehow file away their Slips from last year. A busy school sends dozens of online forms out, so it makes sense that from time to time groups of Slips can be hidden away in an archive, as they most likely will not need to be accessed frequently.
Today we have released a new feature, to group Slips as either ‘Current’ or ‘Archived’.
On the Slips we have added a new drop down list in the Search area. By default the page will list Current slips, you can change to display Archived Slips.
There are now checkboxes down the left, one for each Slip, and one at the top to select all the Slips on the page. Clicking the Action drop down at the right now shows two additional options:
- Move Selected to Archive
- Move Selected to Current
To move Slips to the Archive, select them with the checkboxes, then click Action and ‘Move Selected to Archive’. You can view the archived slips by changing the drop down to ‘Archived’, and clicking the Search button.
Slips can be moved out of the Archive by reversing the process. Select them with the checkboxes, then click Action and ‘Move Selected to Current’.
Today’s we’ve launched our first tutorial videos, showing you step by step how to perform many of the common tasks in ParentPaperwork. We already have a pretty comprhensive Help and Support section, with many articles containing instructions and answers to frequently asked questions. But we know a picture tells a thousand words, and the new tutorial videos provide a straightforward and visual explanation for a range of topics:
- Importing Student & Parents
- Managing Student records
- Add a new Slip
- Student Attributes
- Form Template Design
- Managing Parent Contacts
- Managing Workflows for Form Templates
- Exporting data from a Slip
- Managing Student Lists
- Exporting data from Slips by date
The videos are available on the Help pages, accessible from the Help option on the top menu bar after you sign in.
Here’s an example of one of the tutorials, showing you how to Add a New Slip.