School Forms need to reflect students added by checklist
In an Enrollment Management webinar last week they showed a screenshot of a School Form Settings area that said "Recipients added by Checklist". However, this is not the case if students are added to a form via the Student Checklist.
Currently it is a huge pain to figure out how many students have not completed a school form as the # of total added to a Form is incorrect due to some people not opening the Form on the Student Checklist yet, so they do not show as a # on the School Form for example it might say 200 out of 400, but if you have 500 students that should be on the form, the other 300 are probably part of the Student Checklist and have not opened the form.
See screenshot below of Student Checklist vs. Candidate Checklist for School Form settings.
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josceline reardon
- Nov 15 2024
When you add school forms to a Student checklist and then assign the checklist, the count for the School forms does not accurately display how many students or incoming students have been added to the form. Figuring out who has not completed the form is frustrating because you have to run the Form and also the checklists and combine to figure it out. Support says this is working as intended and if a parent opens the Student Checklist, the Form count will update, but sometimes parents just go to "You have form(s) and do not go by way of the checklist. @Kelsey Huijgen. Support says it is working correctly. My case # if you want to take a look is: 019938701
When assigning a Student Checklist that contains a school form step, those students should automatically show up in the Recipients list for that school form even if the student or parent hasn't opened or started the form yet. If students aren't showing in a list for one of your forms, please reach out to support to troubleshoot the issue. We do not currently distinguish which students were added manually vs. added via a student checklist, so I will leave this idea open for that part.
Thanks!
Kelsey Huijgen, Product Manager