IN THIS ARTICLE:
Overview
There are a number of steps that need to be completed for the parental consent module, check out the Parental Consent & Age Restrictions article for more information.
In this article we will be going through setting up the parental consent forms.
If you have not enabled the Parental Consent module in your Rosterfy instance, check out Parental Consent Module Setup Guide - Part One, before continuing with the steps below.
Part Two: Setting up the Parental Consent Forms
The Parental Consent can be added to a number of forms for different stages of the volunteer journey:
User Interaction Form: This is an adhoc form type that can be used at anytime. The answers to the form will be stored against the User. Each time the form is submitted, answers will override any previously submitted data on this form.
User Data Collection Form
Role Offer User Interaction Forms: This form type is for collecting information from Users during a step in a Role Offer journey. The answers to the form can be stored against the Role offer application itself or against the User.
Role Offer Application Form
Role Offer - Accept Form
Role Offer Interaction Form (not stored against the User)
Event User Interaction Form: This form is used to capture interest in an Event. The answers to this form can be stored against the User or Event User record.
Event Expression of Interest Form
Event Shift Signup Form: This form will be presented to the User in a popup and is used to display or collect information before a User is able to apply to a Shift. The answers to this form can be stored against the User or Shift User record.
Shift Application Form
Note: The custom field for collecting parental consent information can be included in the forms listed below; however, we advise against this due to the specific stages of the volunteer journey that these forms represent:
Role Offer Application Withdrawal Form
Role Offer - Reject Form
Cancel Expression of Interest Form
Event Feedback Form
Below are the steps to incorporate the parental consent collection custom field into a form, whether by modifying an existing form or by creating a new one.
Add to Existing Form
These simple steps will guide you on how to add the Parental Consent to an existing form:
In the Admin console, navigate to Forms > List.
Select which form you want to add it to, select More Actions menu > Update.
(For this example we will be using a Shift Application Form)Add the User Checks custom field, from the Extras menu. Either select the arrow next to the field or drag and drop to the desired location on the form builder.
Complete the required fields to add the parental consent to the form:
Field Label: Enter the text you want to show to the user when completing the field.
Check Configuration: Select the required User Check from the available list.
Label for Reference: This will default to Background Check if nothing is entered.
Make any other changes you would like, then select Save.
Navigate back to the User Check on the form and select More Actions > Configure.
Swap to the Visibility tab, here you can set the User Data - Age to be set to the age required by your organisation.
(This field will then only show to users whose age is less than the age entered.)
Once complete, click Save.
The form is now set up ready to be used for the Parental Consent module.
Add to New Form
These simple steps will guide you on how to add the Parental Consent to a new form:
In the Admin Console, navigate to Forms > List.
Click Create. The form type selection page will be displayed.
Select which form you want to use, you can use the search bar or filter at the top to narrow the options.
(For this example we will be using a Shift Application Form)Rename the form in the top left corner, to aid in future searches.
Add the User Checks custom field, from the Extras menu. Either select the arrow next to the field or drag and drop to the desired location on the form builder.
Complete the required fields to add the parental consent to the form:
Field Label: Enter the text you want to show to the user when completing the field.
Check Configuration: Select the required User Check from the available list.
Label for Reference: This will default to Background Check if nothing is entered.
Make any other changes you would like, then select Save.
Navigate back to the User Check on the form and select More Actions > Configure.
Swap to the Visibility tab, here you can set the User Data - Age to be set to the age required by your organisation.
(This field will then only show to users whose age is less than the age entered.)
Once complete, click Save.
More Information
For more information on Parental Consent, check out the Parental Consent - Overview article.