For Community Edition
Based on Organisation Settings (Settings>Staff Permissions) and/or individual Staff Permissions (allocated via the Staff Profile), staff members can be given access to create eForms, but they are not sent out to student contacts (parents and carers) without the Administrator's approval*.
The Administrator will receive an email that a new eForm has been created.
To enable the eForm, follow the steps below.
1. Log into Operoo.
2. Look for the eForm under the eForms section and then click the 3 horizontal lines to open the eForm.
3. Review the questions added on the eForm under Questions. If there are changes that have been made, click Save at the bottom of the page. Otherwise, click Settings at the top of the page.
4. Select the Enable tab, followed by Enable Now button or you can Enter Auto-Enable date and time. This enables your form and notifications are sent to members.
5. You can now Disable the eForm as required:
After the eForm is enabled, email notifications are sent as soon as possible depending on server load and are usually within the next hour or two.
*An Administrator can allow staff members to create and enable an eForm without an Administrator's approval. To learn how to do this, please review this Knowledge Base article: Staff / Group Carer Permissions.
Administrators can delegate additional Staff Members to an eForm.To learn about delegating an eForm, please review this Knowledge Base article: Delegated eForms.
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