Use casesSchool trip permission tracker

Build your school trip permission tracker.

Keep trip permissions attached to the current information sent to families.

How to build your school trip permission tracker

  1. Describe the job

    Keep trip permissions attached to the current information sent to families.

  2. Review the first version

    Choose how the teacher records the trip and how the school administrator reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A school trip permission tracker example

A trip date changes after a permission form was signed.

Illustrative workflowSchool trip permission tracker

School trip permission tracker example

Record
School trip permission tracker · 01
Owner
Teacher

Current stage · Teacher

Open the trip

A trip date changes after a permission form was signed.

Read the full walkthrough
  1. Open the trip

    A trip date changes after a permission form was signed.

    Record:
    School trip permission tracker · 01
    Owner:
    Teacher
  2. Review the exception

    Preserve the old response and request review of permission for the revised trip details.

    Stage:
    Awaiting school administrator review
    Owner:
    School administrator
  3. Request the updated permission

    Request the updated permission when the trip details change.

    Next action:
    Request the updated permission when the trip details change.
    Owner:
    Family liaison

What to include in your school trip permission tracker

  • Keep the trip in context

    Keep trip, student reference, permission version, guardian response, review owner and exception together so the next person can understand the request or record.

  • When the next step needs a decision

    A trip date changes after a permission form was signed. Preserve the old response and request review of permission for the revised trip details.

  • Keep exception visible

    Request the updated permission when the trip details change.

  • Choose what each person needs

    Give the teacher a working view and the school administrator a review view. Keep trip and student reference attached to the decision as the work moves between them.

Questions about school trip permission tracker

Start with trip, student reference, permission version, guardian response, review owner and exception. Describe who enters the information and who reviews the next step.

Build your school trip permission tracker.

Start with your workflow and make it yours.

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