Send School Forms to multiple Staff

ParentPaperwork allows you to create a School Form and send it to multiple staff members for completion. An obvious example would asking a group of staff to accept an ICT usage policy.

Create the Form

To create a copy of the Form for multiple staff select the School Form template, and change the drop down ‘This Form is for me’ to ‘No’. Select the names of the Staff who need to complete the form. If there is a file that needs to be attached then click Add Files.

When ready click the Save New Form and a Draft will be created. If all details are correct click the Complete button. A copy of the Form will be created for each of the selected Staff.

school-forms-multiple-1

Notification to Staff Members

An email notification will be sent to each of the selected Staff members, with a link to their copy of the Form.

school-forms-multiple-3

Staff Open the Form

When the Staff member clicks their link their copy of the Form will open, with the Form assigned to them.

school-forms-multiple-4

Staff Edit the Form

The Staff member edits the Form as if they had created it, they click the Edit Form button, enter information into the fields, and click the Save Form button.

school-forms-multiple-5

Staff Complete the Form

Once the Staff member is happy with the information they have entered they click the Complete button to submit the Form.

Note you can set up additional workflow steps, for example, to send a notification to other Staff on submission, or to request Approval.

school-forms-multiple-6

We’ve updated our tutorial videos!

ParentPaperwork is a constantly evolving product, as new exciting features are continually added in response to all the feedback from our schools.

That also means that we have to make sure that we keep all of our support and help information up to date.

We have recently finished a big update of all of our tutorial videos, which now reflect ParentPaperwork’s current interface. New videos have been added for more recent features, in order to help our schools use ParentPaperwork as seamlessly as possible.

There are now more than a dozen videos up on the support page which will help you with some of the most common features in ParentPaperwork. These videos are simple, basic and understandable.

Here are some examples of the help videos we have compiled:

Often it’s much easier to learn how to do something by watching someone else complete a task, so we hope you find the tutorial videos a great aid to using ParentPaperwork.

If you have any requests for help videos or have any questions or queries, please do not hesitate to contact our support team at support@parentpaperwork.com.

 

 

Display charts and graphs of parent online form submissions

The online form submissions from parents using ParentPaperwork can now be analysed with charts and graphs. We have reorganised the Parent Slip page and added three tabs – Slip, Responses and Analysis.

blog-charts

Slip Tab

This displays the Slip preview/overview as before.

Responses Tab

The list of Responses for a Slip that previously hid at the bottom of the page now has its own tab, making it much easier to access, you don’t need to scroll all the way down the page anymore – something a number of people had commented on as being a little annoying.

Analysis/Charts Tab

The Analysis tab will display a chart for each ‘closed response’ question on the Slip. So select lists and checkboxes which have a closed list of answers will automatically have bar graphs created. There is a Print button that will open a new page wiht the charts formatted for printing, one chart per page. You could also screen shot a chart if you need to include it in another document in Microsoft Word or Powerpoint as part of a presentation.

The top chart will always be the ‘Contact Response’ – the mauve field in the Form Template Designer, the main question that must be on all Slips. The rest of the charts will then display in order below.

You might be using ParentPaperwork to survey parents, or capture their orders for fundraising products – but we know that most people respond positively to visual representations of data. It’s fine giving you Excel exports and lists of numbers and values, but a chart offers a simple and effective way of quickly analysing the results of your parent’s online form submissions – whatever the questions you asked.

We’re looking at further opportunities to utlise the data you are capturing and reporting in ParentPaperwork, we believe there’s much more that can we can do to help you understand and interpret the data, and we think everyone will agree this new analysis feature is a great step forward.

 

 

Archive ParentPaperwork Student Lists

Student Lists are a great way to organise groups of Students to whom you will be sending Parent Slips. The Lists could be the students’ home rooms, the swimming team, the brass band – whatever you like. A Student can be assigned to any one or more of the Student Lists, and you can maintain as many Lists as you like. If we have a live connection to your student management database then ParentPaperwork can be reading any student groupings you might have in the database as well.

We have introduced the ability to archive Student Lists that you are not actively using, but which you wish to maintain for future reference or use.

When viewing the list of Student Lists select one or more by clicking the corresponding checkbox, then click the Action drop and select Move Selected to Archive. The Lists will no longer display by default in the ‘Current’ view, but you see them anytime by selecting Archive from the dropdown in the search bar and clicking the Search button.

 

Customise your school branding on the ParentPaperwork Parent Slip form page

Recently we introduced the ability for your school to select the header and footer colours in the notification emails sent to parents advising them of new Slips they need to complete. The school logo is already displayed in the emails and this change meant the email branding could be completely consistent with the school’s style guide.

We’ve had a great reaction to this update so we’ve taken it a step further, and you can now select the header banner colour at the top of the online form page where the parents complete and submit their Slip.

Click on your user name at the top right, click Settings from the menu, the from the Settings page select Customise Parent Slip Response Page.

By default, if you do not select any colours, the banners will be in the ParentPaperwork corporate purple shade – you can click the Reset button to return to the purple.

blog-header-colour

ParentPaperwork Case Study – Macarthur Anglican School

Tim Cartwright from Macarthur Christian School writes about the benefits of ParentPaperwork's online forms.
Tim Cartwright from Macarthur Anglican School writes about the benefits of ParentPaperwork’s online forms.

Tim Cartwright, Dean of Students K-12 at Macarthur Anglican School, writes about the benefits of ParentPaperwork’s online forms and how ParentPaperwork has assisted his school. Tim says parents are now receiving notes and returning slips almost immediately, and his staff appreciate the less stressful chase of slips – being able to see the correct students have all received slips; and which parent has responded

 

 

Tell us a little about your school – where you are located, how many students, what’s great about your school?

Macarthur Anglican School is located in Cobbitty NSW on 100 acres, 50 mins from Sydney. We have over 800 students from Transition to Year 12, offering excellent facilities and opportunities for students to develop their academic, musical, sporting, community responsibility and leadership skills in a safe and caring environment.

Introduce yourself, your role at the school, what you particularly enjoy!

Tim Cartwright – Dean of Students K-12.  Part of my role at the School is to manage all excursions, and extra curricular activities of all students.  Included in this is  the collection of all necessary paper work involved with running excursions eg. Risk Assessments, bookings, staffing etc.  Despite the business of school life I love seeing systems and processes working together to ensure the efficient running of complex programs and associated activities.

Which aspect of ParentPaperwork most particularly prompted you to give the system a try?

To have a paperless system, for both the school and parents. Also to have a more efficient system to collect, approve and store paperwork required.

What are some of the best things that have happened from implementing Parent Paperwork at your school?

Parents are receiving all excursion notes as soon as they are sent, not waiting for children to give them to them, which has slips being returned quickly and at a much greater rate. Students joining late to an excursion are easily added.

Slips and school forms are now going through the proper channel, being processed quicker, with higher consistency, and automatically going to the many departments requiring the information.

What was the process of introducing Parent Paperwork with your current school management systems like?

Essentially, it was just a matter of systematically working through existing paper work and transferring the information into templates that would be easily accessed by staff.  The roll-out into the public sphere started with small groups of students and gradually increased into year groups after a few issues were identified and changes made.  I am still making small changes to templates to ensure that data collection is easiest for parents and for teachers to access as needed.

How have parents and staff reacted to Parent Paperwork?

Parents are now receiving notes and returning slips almost immediately, and being able to add the excursion as an event on their calendar to remind them is fantastic.

Staff appreciate the less stressful chase of slips, and to be able to see the correct students have all received slips; which parent has responded, opened the email or not opened the email, is great. Also to export the data to manipulate to see/have the relevant information for an excursion is excellent.

Administration staff appreciate having each slip available as the slips are sent, allowing them to answer or pass on information for students/parents with better efficiency.

What are the key benefits you have experienced? Have there been any unexpected benefits that you didn’t anticipate?

Slips returned so quickly.

Staff using correct notes, completing all school forms.

What sort of savings are you seeing as a result of using ParentPaperwork?

Time in issuing slips

Ease in re-sending slips

Cost in paper copies and time in processing

What would you say to other schools considering implementing ParentPaperwork into their school? Any handy tips?

Watch the Tutorial Videos and ask questions – they always get answered!

Play in the different areas to see all it can do, it is a wonderful system that can do so very much.

The staff at ParentPaperwork are excellent, will answer the silly questions and take all suggestions on board for either immediate change or future updates.

New ‘Weekly Update’ to help ParentPaperwork Administrators monitor usage

This week we sent out our first ‘Weekly Update’ to all the main Administration Contacts for ParentPaperwork schools.

The Weekly Update is summary of activity for the past seven days on your ParentPaperwork account, including the the number of Slips sent, response rates, Broadcasts and SMS messages. It includes a measure of whether these statistics have increased or declined from the previous seven day period.

Also highlighted are the number of ‘spammed’ emails – emails that the recipients, or their email system, have flagged as spam. This is important because ParentPaperwork will cease delivering email to those addresses to avoid a degradation of our email delivery reputation.

You can check which email addresses are affected by logging into ParentPaperwork, clicking your user name at the top right, and selecting the Email Bounce Log option.

The Update also contains a list of the most recent ten Parent Slips you have sent and a count of all SMS texts including those sent via Broadcasts and those used to notify parents about new Slips.

The Weekly Update is a great way to monitor your ParentPaperwork activity, and we’ll continue to look at ideas to augment and improve the information it contains.

weekly-update-1

Powerful new feature on ParentPaperwork’s School Form Workflows

Schools are continuing to implement ParentPaperwork’s School Forms module to handle internal paperwork and improve administrative processes, and giving us fantastic feedback. This week we have launched a powerful new feature as part of the Form Template and Workflow system – locking and unlocking fields on sections of a Form as it moves from one User to the next through a workflow.

Take the use case of a Professional Development form, where a staff member wishes to attend a seminar or undertake some other PD. The workflow might be:

  • Staff member completes information about the seminar
  • Staff member forwards form to Department Head for them to confirm budget line; append notes about requirements for another teacher to cover the absence.
  • Department Head forwards form the Deputy Principal for Approval
  • Deputy Principal may Approve or Not Approve, and append their own notes.

Thus there are three groups of fields on the form, each which can be managed by a different person on the workflow.

Assign Fields to Groups

Fields on a Form Template can be allocated to a Group. When you edit a Field you will see an option to allocate the Field to a Field Group (if this option does not display please contact support@parentpaperwork.com to ensure this feature is enabled). Group 0 means the field is not allocated to a Group.

field-groups-2

If you allocate Fields to a Group this will be displayed in the Form Builder after you Update the Field.

field-groups-1

Lock/Unlock Field Groups on Workflow Steps

Once you have Fields allocated to Groups, you can manage those Groups from the Workflow. When you edit a Step on the Workflow you can decided to Lock or Unlock a Field Group. For example in the screenshot below Group 1 is unlocked and thus editable on Step 2, whilst Groups 2 and 3 are Locked and would not be available to be edited by Users on this Step.

field-groups-4The ability to lock and unlock fields offers a powerful way to control a Form as it moves through any number of workflow steps.

 

Parents can now ‘sign’ ParentPaperwork’s online forms

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.

signature-1

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.

signature-2

On a mobile device such as a phone or tablet with a touchscreen they sign their name using their figure.

signature-4

Once they have signed and submitted the form you will see the signature when you view the form.

signature-5

 

 

 

Organise ParentPaperwork Slips and Forms into Folders

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.

folders-1

You can add and edit the Folders as required. You can delete Folders but only if there are no Slips or Forms allocated.

folders-2

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

folders-3

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.

folders-4

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.

folders-5

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.