Collecting pick-up contact details from families

The OpenApply Team
  • Updated
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Quick answer:

Create a short supplementary form with fields for each pick-up contact's name, phone number and relationship, plus a photo ID upload, and add it to the checklist. You can then export the answers.

For school admins: collect pick-up contact details in a format you can export.

Why use a form

A document submission checklist item holds an uploaded file only. A form stores each answer in its own field, so the details can be exported.

Set up the form

  1. Go to Settings > Forms and create a new Supplementary form.

  2. Add fields for the contact's name, contact number and relationship to the child. A dropdown works well for relationship.

  3. Add a file upload field for photo ID. In the field's Edit Field window, choose a Data category for the upload.

    Form builder with a photo ID file upload field added
    A photo ID upload field in the form builder.
    Edit Field window for the photo ID field with the Data categories options
    Choosing a data category for the photo ID field.
  4. Go to Settings > Admissions > Checklist and add the form as a checklist item for the right programmes and statuses.

  5. Once families have completed it, export the field answers from the roster.

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