Creating a slip

A slip combines a custom form (built in the Forms module) with a workflow — targeted at specific students, released to parents at a date, signed and submitted, then expired or completed. This article covers building a slip.

Before you start

Two pieces need to exist:

1. A Slip-type form in the Forms module. See Creating a form. Slip forms typically include a signature field at the bottom.
2. The student list the slip targets. You can use existing student groups (year level, class) or build a custom list during slip creation.

Creating the slip

Go to Slips → New slip.

Fields

Basic

• Title — what parents see (e.g. Year 9 Excursion — Friday 5 June).
• Description — context shown above the form on the slip page. Include the event details, what consent the slip captures, any extra information parents need.
• Form — pick the Slip-type form that defines the questions.

Dates

• Release date — when the slip becomes available to parents. Outstanding-slips prompts appear on parent dashboards from this date.
• Expiry date — when submissions close. After this date, parents see the slip as expired and can no longer submit.

If you want the slip live immediately, set release date to today. If you want to prepare it ahead of time, set release in the future.

Targeting

• Students — pick which students the slip applies to.

Three ways to populate the list:

1. Manual selection — search and tick individual students.
2. By member group — Year 9 Students, Sport Squad XYZ, Year 12 Music. Pick a group and every student in it is added.
3. Import from CSV — upload a list of student IDs. Useful for one-off lists that don’t map to existing groups.

You can mix approaches — start with a group, then add or remove individuals.

Per-student vs. per-family

By default, the slip is per-student. A family with two children both targeted gets two slips to complete — one per child.

For some slips (e.g. whole family photo consent) you might want one submission per family. Talk to your portal admin about per-family configuration.

Notifications

Slip notifications are emails sent to parents when the slip is released and at reminder intervals leading up to expiry. See Tracking and chasing outstanding slips.

You can configure notifications during slip creation or after.

Saving

Save the slip. Until the release date arrives, it’s in Scheduled state. On the release date, it activates and targeted parents start seeing it.

What parents see

When the slip is active and the parent has an outstanding submission:

1. On the parent dashboard, Outstanding Slips shows the slip.
2. They click through.
3. They see the slip title, description and form.
4. They fill in the form.
5. They sign (drawing on screen).
6. They submit.

The submission is recorded with timestamp and signature.

Linking to events or bookings

Slips often relate to specific events or booked-event sessions. To require the slip be completed before a parent can book:

• For booked events, set the slip as a prerequisite — see Setting eligibility and slip prerequisites.
• For co-curricular activities, link via the activity group’s settings.

Editing after release

• Edit content (description) — applies immediately, even after parents have started submitting.
• Edit form — be careful. Changing the form after submissions exist can break the link with stored data. Best to lock the form once parents start submitting.
• Edit student list — adding students is fine; removing students who’ve already submitted requires consideration of what to do with their submission.

Cancelling a slip

If a slip is no longer needed (event cancelled, change of plan):

1. Open the slip.
2. Set the expiry date to today.
3. Optionally add a note explaining the cancellation.

Submissions already in remain valid. Outstanding parents are no longer chased.

Tips

• Build the form first. Don’t try to create the slip until the form is ready.
• Test from a parent account. Walk through the slip end-to-end before targeting real families.
• Set realistic release and expiry dates. Don’t release a slip 6 months before the event — it’ll be forgotten. Don’t release it the day before — parents need time.
• Use member groups where possible. They auto-update — Year 9 Students always means the current Year 9. Manual selection is a snapshot.