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Useful Information

This page guides you through the steps to

create

edit a previously created form

for parents to complete online

and complete responses for a parent.
If you don't have a license for Trips and Events, please contact sales@tucasi.com

1. 

This page details the following:

  1. How to

create

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4.  Logging off

Once you have completed the form you will need to log out the forms screen.

  • Click the cog on the top left of the screen
  • Select Sign out

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Forms can be added to School Trips and Events for parents to complete online. Before you can create a form, the trip/event must be saved.

  • Click on the Trips and events tab
  • Click once on the relevant trip
  • Click on Change trip
  • Click the Configure button

This will open a new browser. 

  • Select Yes

The Forms window will open.

  • Click Add form

Trip Details

Select trip

  • From the drop down select the relevant trip

Select cut off date

  • Select the date the form needs to be completed by (this is optional)

Select cut off time

  • Select the cut off time. Parents won't be able to complete the form after the above date and time selected here (this is optional)

Required for Attendance

Tick this box if you require the form to be completed before paying for the trip/event. Parent's can't pay until the form is completed.

If the trip/event is optional and has a zero cost. The form will need to be completed before they can secure a place.

Untitled Form

Click here and add a form name.  We recommend naming the form the same as the trip. 

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2.  Question Types

You are able to create multiple questions when building the form. There are 3 different question types you can select:

Text

Use this if you would like a short answer from parents. For example: contact phone number. The answer will be entered on 1 line.

Paragraph

Use this if you would like parents to add answers over more than 1 line. For example: listing medical conditions

Confirmation

This is a box that parents are required to tick. For example: use this for parental consent

3.  Creating the Questions

  • Click Add question
  • Select the question type (see guidance notes above)
  • Add a Title for the question; for example Consent
  • Add Text - this would be a description; for example; Please tick the box to give consent or Please add emergency contact number

Carry on adding questions by repeating the above steps.

  • Click Save once you have added all your questions.

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1.-How-to-edit-a-Form
1.-How-to-edit-a-Form
1.  How to edit a Form

Once a form has been created you are able to edit/add questions

Click on
  • In SCO, select the Trips and events tab

Click
  • Double-click once on the relevant trip

  • Click on Change trip
  • Click the Configure button
    • to open the Trip payments screen

    • At the bottom right, select Form responses

    • Select Yes to continue

    This will open the form in a

    new

    browser window

    • Select

    YesClick Edit next to the form
    • Forms on the left hand side

    • Select the Trip name to open the Form builder

    • Amend and add questions as desired.

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    2.

    See XXXXXXXX for more information on adding questions

    -How-to-complete-a-Form-for-a-parent
    2.-How-to-complete-a-Form-for-a-parent
    2. How to complete a Form for a parent

    To edit responses for a parent complete the following:

    Click on
    • In SCO, select the Trips and events tab

    Click
    • Double-click once on the relevant trip

  • Click on Change trip
  • Click the Configure button
    • to open the Trip payments screen

    • At the bottom right, select Form responses

    • Select Yes to continue

    This will open the trip in a

    new

    browser window with the trip responses displayed

  • Select Yes
  • Click View responses next to the form

    • Select the Edit

    option next to the name of the
    •  (pen) option for the relevant child

    • Complete the responses by clicking in each box

    • Click the green tick to save

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    Reporting on trip Form responses

    Reports with the parents responses can be generated. You can choose to generate a full report with all questions or selected questions.

    • Click on the Trips and events tab
    • Click once on the relevant trip
    • Click on Change trip
    • Click the Configure button

    This will open a new browser. 

    • Select Yes
    • Click View responses next to the form

    Responses can be seen on screen. These can be exported to Excel.

    • Click Export

    An Excel sheet will open with all the responses

    Reporting on selected questions

    Before exporting the responses, select the drop down next to Export.

    All questions will be ticked. Untick any questions that you don't want on the report. 

    You can now export the report

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    Deleting a Form

    Forms can de deleted at any time. Its important to note that once deleted you will loose all parent responses, they can't be undeleted.

    • Click on the Trips and events tab
    • Click once on the relevant trip
    • Click on Change trip
    • Click the Configure button

    This will open a new browser. 

  • Select Yes
  • Click Delete next to the form
  • Click Yes to confirm deletion
    • or the red cross to cancel

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    The website used by the school office to track the status of Trip Forms is https://services.scopay.com/sco/auth/sign-in

    Log in using your SCO credentials.  Bookmark this page for easy access in future.



    See also:

    Forms - Reporting on Form responses


    For further help see:

    Page Tree
    root

    Parents' Evening Module

    Trips and Events module

    SCO Modules

    FAQs