Excursion Forms
Overview
Authorisation must be given by a parent or other person named in the child’s enrolment record as having authority to authorise taking the child outside the premises." (Regulation 102) ACECQA Operational Regs 2.13 Excursions
Excursion Forms can be created from the admin portal for parents to sign in the app. These can also be linked to casual bookings, which will prompt the parents to sign the form when they book their child in for that day.
Create an Excursion Form
💡 A Risk Assessment form will also be generated for you to complete (via the Manage Excursions page)
💻 Children > Excursion/Incursion
- Click the ➕ icon in the top right corner
- Select from an existing template OR enter the required fields (name, date, description, tag children)
- Click Save as Draft OR Publish Excursion & Create Form for App
Create an Excursion Template
💡 All attachments will be included in new Excursion Forms created from this template
- Click the ➕ icon in the top right corner
- Enter the required fields (name, date, description, etc.)
- Click Save As a Template
- Click Publish Excursion (the template will not be visible to parents)
- Create an Excursion Form using the steps above to create a new excursion from this template
Field Details
| Field Name | Description |
|---|---|
| Use an Existing Template | Select from forms saved as a template |
| Excursion Title/Name | The name that will appear to parents in the app |
| Cost (if any) | You can charge an additional fee for the excursion. This will not be added to the family accounts automatically! |
| Excursion Date | The Form will not be available for parents to sign after this date has passed |
| Excursion End Date (if recurring) | This is an optional field |
| Description | This field supports text formatting to include as much information as you need for the excursion |
| Don't show in parent app menu | Can only be signed when submitting a linked casual booking |
| Tag Children Attending | Hold Ctrl while clicking to select multiple, or hold Shift to select a range |
| Images/Media Files (if any) | These will be visible to the parents in the form |
| Excursion Summary | Complete after the excursion has concluded |
| Children who Attended | Hold Ctrl while clicking to select multiple, or hold Shift to select a range |
| Archived? | Archive the excursion (a better alternative to deleting) |
| Save As a Template | Checking this box allows you to use this as a base template to create other excursion forms. The one you save as the template will no be visible to parents. |
| Share this to all of the Centres in your Group | If saving as a template, the template will be available for other linked services (in the same group) to use |
Manage Excursion Forms
You can view, edit, print, replicate and delete excursions from this screen and change the filter to show active or archived forms.
You can also view signed permission forms and view/edit the Risk Assessments.
View Signed Permissions
When viewing signed permission forms, you can use the View toggles to show or hide who has/hasn't viewed the form and who has/hasn't signed the form. Underneath is a record of each signed form and the parent/contact details for the day of the excursion.
View In Attendances
- Click 'Select excursion...'
- Pick an excursion
- Click Get Report
