Useful Information
This page guides you through the steps to create a form for parents to complete online.
If you don't have a license for Trips and Events, please contact sales@tucasi.com
1. How to create a Form
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.
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.
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
1. How to edit a Form
Once a form has been created you are able to edit/add 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 Edit next to the form
Amend and add questions as desired.
See XXXXXXXX for more information on adding questions
How to complete a Form for a parent
To edit responses for a parent complete the following:
- 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
- Select the Edit option next to the name of the child
- Complete the responses by clicking in each box
- Click the green tick to save
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
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