I would really like to transfer some of my forms to digital waivers in qualifications but I cant because of the limited fields to add. I need options for printed name and contact on the forms specifically for my records. (For example if I want to specify a parent's contact info on a waiver on a minors account)
I would also love if there was an option for Waivers to have a setting for staff (a program manager or site manager) to check off a field.
Thanks for adding your thoughts here! I will add your request for additional waiver field options to our current notes we have on this topic.
Typically, we recommend using different areas on your site to collect additional information on a user within their profile, such as utilizing custom user registration questions to collect something like their parental contact information, for example. If you need extra help understanding where best to collect this data, feel free to reach out to email@example.com!
Could you tell me more about the check-off field option request piece you mentioned? I want to make sure I understand that request a bit more for the note I put together for the team to review.
she / her
When I was talking about a "check-off" section I was thinking about something similar to how some forms have a "staff only" section where after the form is turned in. These sections are for staff to mark approval (which I know is a waiver option,) but also add information that a client would not know on their own or needs to be confirmed such as "staff visual confirmation of vaccine" or "days/areas approved for"
Essentially what I am getting at is I want to have some direct records of staff approvals not just inferred ones from the waver being approved or in a separate waiver in order to fully move my application process to GD. (Right now I am sort of stuck in a half and half area with online and paper)
I'd love to add to this conversation if that's ok! I recently tried to upload a waiver that one of the cities we have volunteer events in requires for every single event. The volunteers have to provide a lot of info that's already in their profile like Name, Address, Phone Number, Emergency Contact, and I thought it would be so handy if there were fields we could add to the waiver forms like the signature block, but change the label so I could have them fill out the various fields of this waiver within the platform. I currently just have a blank one that they download and fill out, scan, and re-upload which works but is harder for some of the folks who don't have smartphones or scanners at home, or can't figure out how to edit the pdf.
Because this is an external form that this city provides, I can't work around it by asking for the information in different ways or through different channels on the site, as much as I wish I could.
Inserting custom fields into waivers would be incredibly useful for my site as well. I would love to have all of my clearances and waivers filled out electronically, but due to site limitations on what fields can be used in waivers, most of my forms must be printed and uploaded to the site. This not only is extra work for the volunteer and a barrier for volunteers without printers, but also is not environmentally friendly.
I cannot capture this information on other parts of the sites as the forms are from a county agency and must be submitted exactly as is for the them to run the clearances.
Thanks so much for adding all of your thoughts here!
Emma, I have created a new note card in regards to your request for an admin or staff-only area on waivers (with check-off options, etc.) and your additional feedback for the team.
Grace and Samantha, I have added both of your thoughts to our existing notes for the additional fields in waivers request. I truly appreciate you outlining the reason why this would aid your workflow - those details really help us better understand why folks may need this update.
I hope you all have a great holiday weekend!
she / her
If I use a signature field for addresses and phone numbers and the like, can volunteers just fill in that information there?
Yes, this would be excellent. One thing that we are grappling with is under-legal-age volunteers where the parent or guardian needs to sign. So the volunteers name would be the child but the parent would also need to add their name and signature. This brings in then the complexity of auditing, how would you know that it was the parent that signed? Signature routing?
Thanks to you both for adding thoughts to this thread!
Mary -- For basic profile items like Address and Phone Number, we recommend collecting this information in your user registration form (Settings > User Registration). Waivers only have fields available for signature, initial, and date, and these options and labels cannot be changed which could be confusing to your users. If you need more assistance on your registration form, please reach out to support in an email for help!
Mark -- This is a great question for us at support! I know it has been a couple weeks since this was originally posted. If you are still in need of help in regards to Adult/Minor waiver set up, please start a new ticket with us at firstname.lastname@example.org. Additionally, this article gives more insight on how it looks for a minor then parent/guardian signs the waiver.