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Adding Questions to your Online Enrollment Form (English & Spanish)

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Schools and Centers can include questions on their enrollment forms to collect specific student and family information. Information can be gathered by creating Custom Data Fields for unique questions or by using pre-set questions already available in the system, known as System Fields. Each question can be created in both English and Spanish to ensure seamless information collection and accurate data mapping.

Table of Contents

Custom Data Fields

How to Create a Custom Data Field

How to Add Custom Data Fields to the Enrollment Form

System Fields

How to Utilize System Fields

Custom Data Fields

The enrollment form allows users to ask unique, custom questions. Users create each question via Custom Data Fields and then apply the custom question to the enrollment form. The answers to the Custom Data Fields can be hosted in various areas of the Account Profile: the overall Account profile, the individual Contact profile, or an individual Child profile.  

Below are the steps to creating the Custom Data Fields and adding them to the enrollment form.

 

How to Create a Custom Data Field (English and Spanish):
  1. Select Configuration from the left-hand navigation menu
  2. Select Business Profile
  3. Select the Custom Data Fields tab
  4. Select the +Add Button 
  5. Indicate which center(s) the data field should apply to 
  6. Determine the Type of question
    • Text - an open-ended, qualitative data field
    • HTML Text - an option to include a weblink 
    • Checkbox - a single check box, typically used for confirmation 
    • Combo - a dropdown list of pre-determined answers
    • Radio -  a single-select list of pre-determined answers
    • Document - an option for uploading relevant files 
    • Address- fields to enter an address
    • Multi-select Select Combo- a multi-select list of pre-determined answers
    • Signature - Capture an electronic signature
  7. Enter a Label, which is the text of your question
    1. Select the + button to create a Spanish label text
    2. Select Language 
    3. Enter Spanish Language Label
  8. Determine the Area this data field should be hosted: the overall Account profile, individual Contact profile, or Child profile.
  9. Set your Display Order to determine the order in which the question/data field will be displayed in the area selected
  10. Select Save

 

How to Add Custom Data Fields to the Enrollment Form:
  1. Select Enrollment from the left-hand navigation menu
  2.  Select Settings
  3.  Select Enrollment Forms 
  4.  Select the Action icon associated with the enrollment form you are adding to
  5.  Select Edit 
  6.  Scroll to the bottom of the enrollment form and select +Add New Question
  7.  Custom questions you created are listed under Custom Fields. 
  8.  Select the question(s) desired by checking the check boxes and selecting Add Questions 

System Fields

The enrollment form includes standard, pre-set questions known as System Fields. These questions are standardized and categorized by Child, Contact, or Account. Once a System Field is added to your form, a parent’s response will automatically appear in the corresponding record in Kangarootime—either the child record, contact record, or family account record.

Businesses that use a Spanish-language enrollment form will have the option to add a customized Spanish-language version of each question after a System Field is added.

 

How to Utilize System Fields:
  1. Select Enrollment from the left-hand navigation menu
  2. Select Settings
  3. Select the Enrollment Forms Tab
  4. Under Actions, select the three dots to edit your existing form
  5. Scroll down to the bottom of the page and Select +Add New Question
  6. Select the System Fields tab to add the desired question 
  7. by checking the check boxes and selecting Add Questions

 

For a full step-by-step overview of how to build an enrollment form, check out the Building an Enrollment Form. 


Please contact helpdesk@kangarootime.com with any questions. 

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