Forms - Reporting on Form responses
Useful Information
This page guides you through the steps to report on form responses.
If you don't have a license for Trips and Events, please contact sales@tucasi.com
This page details the following:
1. Report on trip Form responses
Reports on parent responses can be generated.
You can choose to generate a full report with all questions or filter on selected questions.
In SCO, select the Trips and events tab
Double-click on the relevant trip to open the Trip payments screen
At the bottom right, select Form responses
Select Yes to continue
This will open the trip in a browser window with the trip responses displayed.
Responses can be seen on screen. These can be exported to Excel.
Click Export
Open the csv file from your Downloads bar (bottom left of your screen) or from the Downloads folder on your local drive
2. Filter on selected questions
Follow the steps in section 1 above
Before exporting the responses, select the drop down next to Export to filter the required Columns
All Columns will be selected.
Deselect any Columns not required on the report.
Select Export to send the form to Excel (csv)
Open the csv file from your Downloads bar (bottom left of your screen) or from the Downloads folder on your local drive
3. Delete a Form
Forms can be deleted at any time. It's important to note that once deleted you will lose all parent responses, they cannot later be restored.
Click on the Trips and events tab
Click once on the relevant trip
Click on Change trip
Click the Save and configure button
This will open a new browser.
Select Yes
Click the ellipsis next to the trip name
Click Delete
Click Yes to confirm deletion
4. Make a Copy of a Form
Forms can be duplicated - especially useful if you wish to monitor different classes or year groups going on the same trip over different days.
Click on the Trips and events tab
Click once on the relevant trip
Click on Change trip
Click the Save and configure button
This will open a new browser.
Select Yes
Click the ellipsis next to the trip name
Click Make a copy next to the form
A copy of the original form will be made and this can be edited as required
5. Add a second or multiple Forms to one trip
Multiple Forms can be created for the same trip, where required.
Click on the Trips and events tab
Click once on the relevant trip
Click on Change trip
Click the Save and configure button
This will open a new browser.
Select Add Form
Select the relevant trip and complete the details
Select Save
All Forms will show on the pupil's account
Multiple forms show on the SCOPAY Products page as:
Multiple forms show on the SCOPAY Forms page as:
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:
For further help see:
Contact our Customer Support Team
support@tucasi.com | 02380 016 564
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