Module 3 - The Guardian Application Form

Video Summary 

• The Guardian Application Form is typically the shortest and simplest of the application forms.

• Access via Settings → Applications → Application Forms → Guardian Application Form, where you can preview and edit.

• Basic guardian details (name, email, phone) are collected before the form begins, so they are not included here.

• The form focuses on information specific to each guardian/parent.  The form repeats for each guardian, so each parent fills out the same set of questions.

• Common fields include:

  • Relation to student (linked to User Info Form; options edited there)

  • Custodial rights (yes/no, usually required)

  • Address (auto-populated from Family Application; optional)

  • Occupation, employer, etc.

• Fields can be:

  • Linked (connected to User Info Form)

  • Unlinked (used only within this application)

• Required fields:

  • Most fields should be required if the information is necessary

  • Optional fields can remain non-required

• Conditional logic:

  • Allows fields to appear only when certain conditions are met

  • Example: Show “Tell me about your pet” only if a pet is selected

  • More efficient to use exclusion logic (e.g., “not equal to ‘no pet’”) than multiple inclusions

• Field settings options:

  • Add captions and help text

  • Control visibility and editability (e.g., admin-only fields for internal notes)

• Overall purpose:

  • Collect per-guardian details that are not already captured in the Family Application Form

  • Keep the form concise but customizable based on school needs

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