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Admissions, trip slips and staff checks, without the paper chase.

The office chases parents for consent slips and new staff for certificates, then chases them again. Docsroom asks once, gives everyone their own link and reminds whoever has not replied.

8 templates80 requestsWritten for schools

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Eight templates for schools

Open a template to see every request in the order it is asked, and watch it written in and answered.

New pupil starter checklistfor new families · before the first day12 requests12 requests
New pupil starter checklistAmelia Hart · Reception, September9 of 12 back
  • About your child
  • FormPupil details8 questionsAssigned to RHRebecca Hart, parentFrom Karenin 2 daysComplete
  • UploadBirth certificate or passporta photo is fineAssigned to RHRebecca Hart, parentFrom Karenin 3 daysComplete
  • UploadProof of addresswithin three monthsAssigned to RHRebecca Hart, parentFrom Karenin 3 days1 file sent
  • QuestionLast school or nurseryname and townAssigned to RHRebecca Hart, parentFrom Karenin 3 daysReady to check
  • QuestionLearning support so farSEN, EHCP or extra helpAssigned to RHRebecca Hart, parentFrom Karenin 4 daysComplete
  • Health and care
  • FormMedical conditionsallergies and conditionsAssigned to RHRebecca Hart, parentFrom Karenin 3 daysAwaiting reply
  • QuestionGP surgeryname and phone numberAssigned to RHRebecca Hart, parentFrom Karenin 4 daysReminder sent
  • Home and family
  • TableEmergency contactsthree people, in orderAssigned to RHRebecca Hart, parentFrom Karenin 3 daysComplete
  • TableWho can collect your childnames and a code wordAssigned to RHRebecca Hart, parentFrom Karenin 4 daysReady to check
  • DecisionSchool lunchhot dinner or packed lunchAssigned to RHRebecca Hart, parentFrom Karenin 5 daysReady to check
  • Agreements
  • ApprovalHome and school agreementread and approveAssigned to RHRebecca Hart, parentFrom Karenin 6 daysComplete
  • ApprovalPhoto and media consentyes or noAssigned to RHRebecca Hart, parentFrom Karenin 6 daysAwaiting reply
Staff starter checklistfor new teachers and staff · after the offer, before day one12 requests12 requests
Staff starter checklistDaniel Ashby · Year 4 teacher9 of 12 back
  • Identity
  • UploadPhoto IDwe see the original tooAssigned to DADaniel Ashby, new teacherFrom Karenin 3 daysComplete
  • QuestionRight to work share codenine charactersAssigned to DADaniel Ashby, new teacherFrom Karenin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to DADaniel Ashby, new teacherFrom Karenin 4 days1 file sent
  • Safer recruitment checks
  • FormDBS application details8 questionsAssigned to DADaniel Ashby, new teacherFrom Karenin 4 daysReady to check
  • QuestionTeacher reference numberfor the prohibition checkAssigned to DADaniel Ashby, new teacherFrom Karenin 4 daysComplete
  • QuestionTime spent abroadin the last five yearsAssigned to DADaniel Ashby, new teacherFrom Karenin 5 daysAwaiting reply
  • TableTwo refereesname, role and emailAssigned to DADaniel Ashby, new teacherFrom Karenin 5 daysReminder sent
  • Qualifications and health
  • UploadTeaching qualificationcertificate or letterAssigned to DADaniel Ashby, new teacherFrom Karenin 7 daysComplete
  • FormHealth questionnaire10 questionsAssigned to DADaniel Ashby, new teacherFrom Karenin 7 daysReady to check
  • Contract and policies
  • FormBank and tax details6 questionsAssigned to DADaniel Ashby, new teacherFrom Karenin 7 daysReady to check
  • ApprovalEmployment contractread and approveAssigned to DADaniel Ashby, new teacherFrom Karenin 8 daysComplete
  • ApprovalKeeping children safe, Part 1read and approveAssigned to DADaniel Ashby, new teacherFrom Karenin 8 daysAwaiting reply
Medicine and health planfor pupils with a health need · before medicine comes to school10 requests10 requests
Medicine and health planNoah Bell · asthma and inhaler8 of 10 back
  • Their condition
  • FormAbout the condition6 questionsAssigned to LBLaura Bell, parentFrom Karenin 2 daysComplete
  • UploadCare plan or doctor’s letterif you have oneAssigned to LBLaura Bell, parentFrom Karenin 3 daysComplete
  • QuestionWhat to do in an emergencystep by stepAssigned to LBLaura Bell, parentFrom Karenin 3 daysReady to check
  • The medicine
  • UploadPrescription labela photo of the boxAssigned to LBLaura Bell, parentFrom Karenin 3 days2 files sent
  • TableDoses and timesone row per medicineAssigned to LBLaura Bell, parentFrom Karenin 3 daysComplete
  • QuestionExpiry dateon the box or inhalerAssigned to LBLaura Bell, parentFrom Karenin 4 daysAwaiting reply
  • Permission
  • ApprovalPermission to give medicineread and approveAssigned to LBLaura Bell, parentFrom Karenin 5 daysReminder sent
  • ApprovalShare the plan with staffread and approveAssigned to LBLaura Bell, parentFrom Karenin 5 daysComplete
  • ApprovalSpare inhaler or pen consentyes or noAssigned to LBLaura Bell, parentFrom Karenin 5 daysReady to check
  • DecisionWhere the medicine is keptwith them or the officeAssigned to LBLaura Bell, parentFrom Karenin 6 daysReady to check
September data checkfor every returning family · Each September9 requests9 requests
September data checkFilip Nowak · Year 67 of 9 back
  • Contact details
  • FormFamily contact details6 questionsAssigned to ANAgnieszka Nowak, parentFrom Karenin 3 daysComplete
  • TableEmergency contactsthree people, in orderAssigned to ANAgnieszka Nowak, parentFrom Karenin 4 daysComplete
  • Health
  • QuestionHealth changes this yearanything new since JulyAssigned to ANAgnieszka Nowak, parentFrom Karenin 5 daysReady to check
  • UploadUpdated care planonly if it has changedAssigned to ANAgnieszka Nowak, parentFrom Karenin 6 days2 files sent
  • Permissions
  • ApprovalPhoto and media consentyes or noAssigned to ANAgnieszka Nowak, parentFrom Karenin 6 daysComplete
  • ApprovalComputer and internet rulesread and approveAssigned to ANAgnieszka Nowak, parentFrom Karenin 7 daysAwaiting reply
  • ApprovalLocal walks and visitsread and approveAssigned to ANAgnieszka Nowak, parentFrom Karenin 7 daysReminder sent
  • DecisionWalking home aloneyes, no or with a siblingAssigned to ANAgnieszka Nowak, parentFrom Karenin 7 daysComplete
  • DecisionWraparound carebreakfast or after schoolAssigned to ANAgnieszka Nowak, parentFrom Karenin 7 daysReady to check
Volunteer helper packfor parent and community helpers · before their first session9 requests9 requests
Volunteer helper packMark Ellison · reading helper7 of 9 back
  • About you
  • FormVolunteer application7 questionsAssigned to MEMark Ellison, volunteerFrom Karenin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to MEMark Ellison, volunteerFrom Karenin 4 daysComplete
  • QuestionWhy you would like to helpa few linesAssigned to MEMark Ellison, volunteerFrom Karenin 4 daysReady to check
  • Checks
  • FormDBS application details8 questionsAssigned to MEMark Ellison, volunteerFrom Karenin 5 daysReady to check
  • TableTwo refereesname, role and emailAssigned to MEMark Ellison, volunteerFrom Karenin 5 daysComplete
  • Helping in school
  • DecisionWhere you would like to helpreading, trips or clubsAssigned to MEMark Ellison, volunteerFrom Karenin 6 daysAwaiting reply
  • TableDays you are freeday and timeAssigned to MEMark Ellison, volunteerFrom Karenin 6 daysReminder sent
  • ApprovalVolunteer agreementread and approveAssigned to MEMark Ellison, volunteerFrom Karenin 7 daysComplete
  • ApprovalSafeguarding leafletread and approveAssigned to MEMark Ellison, volunteerFrom Karenin 7 daysReady to check
New governor packfor new governors · before their first meeting9 requests9 requests
New governor packHelen Marsh · parent governor7 of 9 back
  • Getting started
  • FormGovernor details6 questionsAssigned to HMHelen Marsh, governorFrom Karenin 3 daysComplete
  • UploadPhoto IDfor the DBS checkAssigned to HMHelen Marsh, governorFrom Karenin 4 daysComplete
  • Checks and interests
  • FormDBS application details8 questionsAssigned to HMHelen Marsh, governorFrom Karenin 4 daysReady to check
  • FormRegister of interestsbusiness and family linksAssigned to HMHelen Marsh, governorFrom Karenin 5 daysReady to check
  • TableSkills auditrate your experienceAssigned to HMHelen Marsh, governorFrom Karenin 7 daysComplete
  • ApprovalEligibility declarationread and approveAssigned to HMHelen Marsh, governorFrom Karenin 6 daysAwaiting reply
  • The governing board
  • ApprovalGovernor code of conductread and approveAssigned to HMHelen Marsh, governorFrom Karenin 6 daysReminder sent
  • DecisionCommittee to joinfinance, curriculum, siteAssigned to HMHelen Marsh, governorFrom Karenin 8 daysComplete
  • QuestionDates you cannot makefor the meeting calendarAssigned to HMHelen Marsh, governorFrom Karenin 8 daysReady to check
Contractor safeguarding packfor contractors on site · before any work starts11 requests11 requests
Contractor safeguarding packHollins Roofing · roof repair9 of 11 back
  • The company
  • FormCompany details6 questionsAssigned to GHGary Hollins, site managerFrom Karenin 2 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to GHGary Hollins, site managerFrom Karenin 3 daysComplete
  • UploadRisk assessmentfor this jobAssigned to GHGary Hollins, site managerFrom Karenin 4 days1 file sent
  • UploadMethod statementhow the work is doneAssigned to GHGary Hollins, site managerFrom Karenin 4 days2 files sent
  • The people on site
  • TableWorkers on sitename, role, DBS levelAssigned to GHGary Hollins, site managerFrom Karenin 4 daysComplete
  • UploadConfirmation of DBS checksa letter from your firmAssigned to GHGary Hollins, site managerFrom Karenin 5 daysAwaiting reply
  • DecisionWhen the work happensin or out of school hoursAssigned to GHGary Hollins, site managerFrom Karenin 5 daysReminder sent
  • Site rules
  • ApprovalSite rulesread and approveAssigned to GHGary Hollins, site managerFrom Karenin 6 daysComplete
  • ApprovalAsbestos register seenread and approveAssigned to GHGary Hollins, site managerFrom Karenin 6 daysReady to check
  • ApprovalFire and lockdown routineread and approveAssigned to GHGary Hollins, site managerFrom Karenin 6 daysReady to check
  • QuestionEmergency contact on sitea mobile that will answerAssigned to GHGary Hollins, site managerFrom Karenin 6 daysComplete

Written for schools. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each parent or starter

Nobody makes an account. A parent, governor or new teacher opens their own link on a phone and answers in a few minutes.

Every check in one list, with dates

See who has sent their DBS details, references or consent, and the day each one arrived, before the first day or before the coach leaves.

Reminders go out for you

Docsroom chases whoever has not replied until each one is in, so the office stops making the same phone calls.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Training providers8 templates · 80 requestsTutors and tuition centres8 templates · 80 requestsAfter-school and holiday clubs8 templates · 80 requests

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