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How does an Administrator allow a Parent to respond to an eForm without creating a Care Profile? (Community Edition)

Warren Chan
Updated
For Community Edition
Using the medical-opt-out tag when a parent does not want to complete the medical form (care profile).

There are instances where a member or parent may opt out from creating a care profile (medical form). In this case, you can still use Operoo to send other forms and messages (for example to obtain consent for excursions and trips).

An Administrator can follow these steps to ensure that the member or parent can still respond to eForms:

Exclude members or students from the Medical Form by:

  • Adding the manual tag "medical-opt-out" to the profile/s (If Medical Form is linked to a smart group or filter)
  • Or remove the profiles from the Medical Form (If Medical Form is set to Drag and Drop)

Exclude members or students from the Medical Form

A. If the Organisation's Medical Form is set to All Members, Linked to Groups or Smart Filters, profiles will be added automatically to the medical form based on the filter. An Administrator can add the manual tag "medical-opt-out" to the profiles so that they are not required to create a care profile. 

Here are the steps to add the tag:

1. Select the profiles that will be excluded from the Medical Form by clicking on their photos or name.



2. Click Actions at the upper left part of the page and then choose Manage Tags on Selected Students.



3. Enter medical-opt-out on the provided field and then hit Process to apply changes.




Remove the profiles from the Medical Form

B. Student Profiles can be removed from the Medical Form by Drag and Drop:

1. Click on the Medical Form under the eForms section. 




2. You will be redirected to the page where you may view the profiles added to the Medical Form.




There are two Filter options that may be employed:

  1. Drag and Drop

Allows a drag and drop action to be used on the main Operoo menu display to filter the students what are to receive the Medical eForm. Click on this option to allow the drag and drop to be employed to add students to the eForm.






  1. Filtered Members


Allows a more structured filter selection by providing a dynamic approach to the selection criteria.
The filter selection is made by choosing Groups and then further refining (if necessary) by utilising the Additional Attributes.





IMPORTANT:

  1. If the parent or member does not want to use Operoo at all, then the profile will need to be set to 'Managed Locally'. See the following article for more information. How does an Administrator manage a Profile Locally?
  2. You can also Create an eForm that does not require an updated Care Profile

An Administrator can create an eForm by following the steps on this article: How does an Administrator create an eForm?.

In the Description & Questions page, there is a section for Requires up to date Care Profile? (emergency contacts and medical data). Kindly select No so that the members or parents who have not created a profile can respond to the eForm.


WARNING:  When using the medical-opt-out tag Organisations must ensure that they make the necessary arrangements to collect the required details and/or consent outside of the Operoo application. Users will be able to reply to eForms without a care profile even if the 'Requires up to date Care Profile' feature is used.


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