Enabling an eForm

Only the Operoo Administrator can enable an eForm. This means that even if Staff Carers have created the content and group list, an Administrator will still have to log in and enable the eForm on his/her end before the system can send the emails to the Profile Owners (i.e., parents, members, adult participants, employees, etc.).

Note: Administrators can allow Staff enable eforms depending on their position in the group. If you have questions or need support regarding this, please contact the IT help desk on ithelpdesk@sa.scouts.com.au

Once an eForm is enabled, it will immediately send emails to all profiles attached to it, so ensure that the eForm is fully completed before enabling it. It is wise to preview the eForm and send a test email to yourself before enabling the eForm.

Any profiles that are subsequently attached to an enabled eForm will be sent an email as soon as they are attached to it. In the Settings tab, you can also tick the box to “Add eForm replies to the care profile” which provides another option for viewing the responses of event participants.

Based on the Organisation Settings, Staff Members can be allowed to create eForms, but they are not sent out to Profile Owners right away without the Administrator's approval. The Administrator will receive an email that a new eForm has been created. 

To make the eForm available to Profile Owners and to send the email reminders, the Administrator should enable the form by following the steps below:

1. Login to Operoo.

2. Look for the eForm under the eForms section and then click the 3 horizontal lines on it.

 

3. Review the Description and Questions added on the form. 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. Tick the box for Enabled. 

5. Click Save and Next at the bottom of the page to apply the changes.

The eForm reminder emails are sent within the next hour or two after enabling the eForm.

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