Send School Forms to multiple Staff

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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.

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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.

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Staff Open the Form

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

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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.

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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.

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