Forms - Adding a Form to a Trip or Event

Forms - Adding a Form to a Trip or Event

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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

To enable the Forms functionality in SCO, please upgrade to the latest version of SCO which can be found here.
Note that the Forms functionality is only available for trips added after Forms have been enabled.  For older trips, the Trip tick box functionality will remain.

 

This page details the following:

  1. Create a Form

  2. Understand the Question Types

  3. Creating Questions

  4. Make the Trip available online

  5. How the Form looks on SCOPAY


 

1.  Create a Form

Do not select Tick Trip available online yet if you wish to first set up Forms to collect consent or other information.
If you do select this option, once you save the trip, it will be available on SCOPAY and on the mobile app with immediate effect.  Parents who have set up Parental Alerts will receive a notification and may make a payment before they complete the form.

  • Click on the Trips and events tab

  • Click once on the relevant trip

  • Click on Change trip

  • Click the Save and configure form button

This will open a new browser. 

  • Select Yes

The Forms window will open. 
You can bookmark this page for quick access in future if you wish.

  • Click Add form

 

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Form Builder (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. Parents 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.

For school use only

Tick this box if you require the form for school use only.  Parents will not see the form online.

Untitled Form

Click here and add a form name.  We recommend including the trip name within the form name. 


 

 


2.  Question Types

You are able to create multiple questions when building the form.

There are 4 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.
The amount of text the parent can enter is unlimited.
For example: listing medical conditions.

Choice

Use this option if parents needs to make a selection.
The number of options is unlimited, but the parent can only select 1 option.
For example: use this for the parent to select Coach or Own transport.

Confirmation

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



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support@tucasi.com | 02380 016 564

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