What is covered in this article?
Overview
From time to time, School Admins may be required to help a family complete a form or application for various reasons. Whilst it is not possible for schools to directly edit an In Progress form via their Admin login, there are multiple ways in which this assistance can be provided. This topic will explore providing assistance as a ‘read only’ user, and completing or assisting with the application manually.
Reviewing the Form
In responding to a request for assistance, a school user can review a family’s In Progress application in order to troubleshoot and provide advice on the best way to complete the application.
- Go to Form Entries > Apply Forms and locate the students form whom you wish to provide assistance for.
- Access the student form by clicking either Student Name or the Preview icon to view the In Progress form.
- Navigating the form by using the steppers across the top of the page, School Admins can review all sections of the form to troubleshoot any missing fields or errors on behalf of the family, guiding them through the best method to fix issues before submitting their application.
Tip: Click through each stepper first and any Steppers which contain missing mandatory fields will be visible via a red ‘!’ symbol and the test ‘Missing required fields’. This is often the quickest method in determining missing fields which may prevent families from submitting their application).
Assisting a Family with Form Completion
In certain cases, a School may wish to provide further assistance by completing an application form on a family’s behalf. Since ‘In Progress’ applications cannot be edited via an Admin login, schools can complete the application by acting as the parent completing the form.
| Note: Highly recommended to obtain written permission from the parent to act on their behalf in completing their chosen application form. |
| Tip: Have one of the form contacts listed as Parent/Guardian on the phone in order to validate the code and answer any questions |
- Navigate to the form in question either using the Permalink, or the page where the form is located on your website
- Enter the email address which the parent used to commence the application.
- Request the parent to retrieve the 6 digit verification code from their email, which will allow you to access their application.
- Enter in the verification code
- Navigating through each stepper accordingly, review the student’s application and complete any missing fields.
Tip: Where necessary, families may be required to email through supporting documentation so that these can be uploaded by a School Admin. If retrieving these docs will take time, recommend you upload a blank image or placeholder do during this session so you can submit the form. - Complete the application in full before submitting in accordance with your school’s regular application protocols.
Once submitted, you can return to your dashboard and finalize the application according to your school’s regular processes by finding the student’s form and using the progress bar across the top to review and finalize.