Organise Slips and Forms into Folders

Owned by Clea Boyd-Eedle (Unlicensed)
Last updated: Mar 19, 2024 by Kai Vedanayagam (Deactivated)
3 min read

You can organise Slips and Forms into the Current and Archived folders as well as custom folders. Custom folders are a great organising tool that helps you to catalogue your Slips, Broadcasts and Forms. For example, a folder 'Senior School Excursion Slips 2018' can be used to save all your 2018 excursion slips into. This will also make it easier to search and find an older slip from previous years.

Set up Folders

Click on your username at the top right and select Settings, then the Slip and Form Folders option.  

You can add and edit the Folders as required. You can delete Folders but only if there are no Slips or Forms allocated.

 

Allocate Slips and Forms to Folders

Once you have created some Folders you can now allocate Parent Slips or School Forms to the Folders. You can allocate multiple records at the same time, click the checkboxes next to the records you wish to allocate

Once you have selected the records click the Action drop-down and select 'Copy/Remove Selected to Folder', and whether you wish to Copy the records to the Folder, or Remove From the Folder. Select the destination/source Folder and click the Go button.

 The records will be allocated to the Folder (or removed). You can view the records in the Folder by selecting it from the drop-down list and clicking the search button.

Records can be in multiple Folders at the same time. The Current and Archived folders remain separate, so a record is either in the Current or Archived Folders, AND maybe in one or more Folders you have created.          

Note: If you’ve created folders and these folders are not visible via the search filter folder drop down, please see below:

When only archived slips have been assigned to a folder, the folder will not be visible unless you use the archive folder search filter. This can be done by:

  1. Accessing Archived Folders:

    • Switch from the current folder to the archive folder.

    • Select the search option (magnifying glass) to populate the folders within the drop-down.

    • This should allow you to see the folders that were previously archived, including "Consent Forms" and "Reflection Forms."

  2. Moving Slips to Current Folder:

    • Identify the slips within these folders that are currently in the archive.

    • Select the Action drop-down menu.

    • Choose "Move Selected to Current Folder" to move these slips back to the current folder.

By following these steps, you should be able to make the folders visible again within the current folder view in Slips.