eForms
How to delete partially completed Self Service eForms
For Community and Group Editions Completing a Self Service form and its no longer required? It can be deleted, allowing you to have a clutter free screen. If the form has been submitted it can not be deleted. To delete a self service form that has ...
How to View Previous eForm Responses
For Community and Group Editions When multiple response versions of an eForm exist, administrators can view these by selecting the response's previous versions from the Form Library: 1. Select the Form Library 2. Click on the name of the eForm 3. ...
How To Bulk Archive eForm Responses
For Community and Group Editions In some scenarios eForm responses need to be archived, and the eForm needs to remain available for future use. This is most common with Self-Service eForms To bulk archive responses navigate to the Form Library Click ...
How to add a private note when approving an eForm submission
For Group Edition It is now possible for approvers to add a private note when approving or rejecting an eForm submission. Private notes do not need to be enabled on an eForm-by-eForm basis, the feature is available for every approval workflow. ...
How does an Administrator send one eForm per family? (Community Edition)
For Community Edition If an Administrator wants to send an eForm to all members, but only wants one eForm will be sent to each family, Administrators can set up an eForm with Dynamic Members. To do this, follow these steps: 1. Create your eForm ...
eForm Responses and Partial Responses (Group Edition)
For Group Edition A response to an eForm can have one of three statuses: - Not Responded (no questions have been answered) - Partially Responded (at least one question has been answered but not all) - Fully Responded (every question has been ...
How does an Administrator enable an eForm created by a Staff Member? (Community Edition)
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 ...
Top FAQ's for SIMS schools using the Pre-Admissions feature
For Group Edition (SIMS Schools Only) Please note: Operoo will no longer support new versions of SIMS after July 31, 2023. Specifically, this will end support for the integration between Operoo and SIMS. If you are using the 2-way SyncMonkey ...
Approve on behalf of staff member
For Group Edition Administrators can submit approvals on behalf of staff who might be absent or no longer at the school. Here's how: 1. Go into the Form Library and click the form 2. Under the Status column, you'll see that the approval status ...
How to create a single choice question as an Autocomplete (dropdown) list?
For Group Edition Single Choice Questions come with an Autocomplete option. It allows the list of answer choices to display as a searchable dropdown menu. As users begin to type their answer, the list will filter down, making it easier for the user ...
How to set a Character Limit for a response on an eForm?
For Community and Group Editions Character Limits can be added to Single Text Line Questions on an eForm. This means that when someone is filling out a response to the question they will only be allowed to put characters based on the limitations ...
SIMS Pre-Enrolment eForm Data Matching and Verifying eForm Responses
SIMS Pre-Enrolment eForm Data Matching and Verifying eForm Responses For Group Edition Please note: Operoo will no longer support new versions of SIMS after July 31, 2023. Specifically, this will end support for the integration between Operoo and ...
How does an Administrator handle split families with individual contacts seeing all eForm responses
For Group Edition Parents and carers who have an Operoo account (are assigned View and Update access) can see all eForm responses by default regardless of who responded to the eForm. At times there may be an eForm that is asking for personal data, ...
Approval Stage Triggers
For Community and Group Editions eForm Triggers are used to automatically trigger actions when an eForm is submitted. Based on the responses and the data received, you can automatically send emails, add tags to students and staff, add people to ...
Mapping eForm responses to PDF
Community and Group Editions Many of the eForms that are sent to parents, carers or staff contain data that is collected on behalf of an external Organisation such as, Local Government, Local Council, Local or Federal Authorities. Through your ...
How does an Administrator Download eForms by Students in Bulk?
Community and Group Editions To download multiple eForms for one student, first find the student’s profile and click on All eForm Responses: You’ll be taken to a new page, all eForm Responses for your chosen student: Use any of the filters at the top ...
How does an Administrator add all students to an eForm?
How does an Administrator add all students to an eForm? In Operoo, there’s a new way to add Students and Staff to eForms and Groups. The change can be seen in the two screenshots below: To add all students or staff to a new eForm, you must first ...
New types of questions for eForms: Time selection, Number only, Email Address
Community and Group Editions Now when creating a form with single text line responses, you can specify what kind of input you’d like to receive: any text, a time, a number, or an email address. To continue accepting any text answer continue to select ...
eForm Triggers
Community and Group Editions eForm Triggers are used to automatically trigger actions when an eForm is submitted. Based on the responses and the data received, you can automatically send emails, add tags to students and staff, add people to groups or ...
Recurring eForm Blueprints
Community and Group Editions Recurring eForm Blueprints let administrators schedule a series of forms that are automatically created and automatically archived on specified dates. When creating a Recurring eForm Blueprint, you'll notice an additional ...
I have completed a form but keep getting asked to fill it out (Community and Group Editions).
For Community and Group Editions There are several reasons you might still be receiving reminders. The form has changed - the school/club has added additional information or questions. You didn't complete all areas of the form. You didn't submit the ...
How do I see all my eForm Responses in Operoo Central
Users can see all their eForm responses in Operoo Central by going to the "All eForm Responses" page. There are 2 ways that users can view all their eForm responses. Users can: click on the View all eForm response button in their Operoo Central ...
Form Library
Community and Group Editions How to navigate the Form Library The Form Library lets you see the current state of all your forms in a graphical format. You can also manage your forms using search, filter and sort tools. Access Form Library Click on ...
How does an administrator add an 'Office Use Only' question to an eForm?
Community and Group Editions Office Use Only fields are now available on all eForms. This allows staff to create questions that can only be completed by administrators. To mark a question as Office Use Only simply check the box next to the ...
Student Selector and Staff Selector for eForms (Community and Group Editions)
Community and Group Editions The member selector tool makes it easy for staff to select students and staff members on an eForm. To add the selector into an eForm, simply choose either the Student selector or Staff selector element on the eForm. 2. ...
How to create Public eForms
Community and Group Editions As the name suggests, public eForms lets you create forms for the public to use. Users won't need to have a Operoo account to complete public eForms. You'll be able to have a link or button on your website to open the ...
Date request and reminder
Community and Group Editions When using a date request element on an eForm, administrators can choose to add a reminder when the date approaches. How reminders work By checking the box "Is this an expiry date you would like reminders sent ...
How to filter eForms using Form Categories?
For Community and Group Editions Administrators can use the Form Categories to search for specific eForms. Please follow these steps to filter the eForms: 1. Select Form Library on the left-hand side. 2. Search the Category ...
Approve on behalf of staff member
For Community and Group Editions Administrators can submit approvals on behalf of staff who might be absent or no longer at the school. Here's how: 1. Go into the Form Library and click the form 2.Under the Status column you'll see that the approval ...
Operoo Event Documents
Group and Community Editions Event Documents gives administrators and staff a way to group together and see all documents related to an event. This saves time looking for documents such as trip approvals, risk assessments, parental permissions forms, ...
How do I add a link to a Self-Service form into my email or website?
For Community and Group Editions Self-Service forms now have a public URL. When you click the link to the form, it will ask you to sign in (if not already) and present you with the form. This makes it much easier to include it into things like SMS ...
How to restore an archived eForm?
For Community and Group Editions Administrators can restore an archived eForm by following these steps. 1. Go into the Form Library. 2. To see the Archived eForms, choose Archived from the Status drop-down menu. 3. Choose the eForm you want to ...
Set a date on an eForm so it is automatically enabled in the future
For Community and Group Editions eForms can be created in advance and automatically enabled at a future date. This allows administrators to create eForms in bulk and have them automatically enable some time in the future. Once the date is set you can ...
Why can't I find the eForm I want to respond to in Operoo?
For Community and Group Editions eForms you need to respond to are found at the top of the Operoo Home page in the ‘Requests’ area. If you can’t find an eForm you are expecting, please note the following: 1. eForms can have a ‘Respond by’ date. When ...
Search the Care Central Form Library
For Community and Group Editions You can now find eForms by searching the name of a form or the answers contained in a submitted form. In Operoo Central, go to your Form Library. Type in a word in the search box. Operoo will look in both the form ...
How do I prevent changes to an eForm response?
For Community and Group Editions There are situations when an administrator wants to prevent changes to eForm responses that have been submitted by users. However, by default, a user can change an eForm response until: the respond by date has passed ...
How can an Administrator respond to an eForm on behalf of a person?
For Community and Group Editions The following scenarios are good examples where the Administrators need to submit an eForm on behalf of a person. A person who doesn't have internet access (for those who are living in remote areas where internet ...
How does an Administrator create an eForm?
For Community and Group Editions This article covers the following: 1. Creating an eForm 2. Adding Form Elements and Member Selection 3. Previewing the eForm 4. Enabling the eForm 1 - Creating an eForm a. On the main Operoo Administrator screen, ...
What are the different eForm Question Types that an Administrator can use?
For Community and Group Editions There are different eForm Question Types available when creating an eForm. This article outlines how you can effectively use each question type. Overview of the buttons When adding an eForm Question, there are ...
How does a User Accept and Consent an eForm Request?
For Community and Group Editions Below are the steps on how Profile Owners (i.e., parents, adult club members, adult participants, employees, etc.) can successfully accept and respond to an eForm Request: 1. Sign in to Operoo . You will see the eForm ...
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