CareMonkey Staff Forms and Approval Workflows Training

Webinar Recordings (June 2020)

Miss our latest series of CareMonkey ‘How To’ webinars, Exploring Staff Forms and Approval Workflows? Well, don’t sweat it! We thoughtfully recorded the UK (Group Edition), US (Group Edition) and ANZ (Community Edition) sessions for your on-demand viewing pleasure.


Existing customers should reach out to their Customer Success Manager (CSM). New to CareMonkey? Simply contact the team in your region for a chat, or to book a one-on-one demonstration.





Why watch? 

Discover how to use CareMonkey for all your staff communications, policy updates, requests, approvals and consent needs. Digitise the collection of staff forms and automate associated workflows.

Watch our ‘How To’ webinar and learn how to build any type of staff form, set-up custom approval workflows that suit your school or department’s structure, and distribute to selected groups of people.

Whether you are a new or existing CareMonkey user, this ‘How To’ training webinar will help you streamline and automate your internal communications processes, effectively track requests, boost response rates and go paperless. If you’re not already using staff forms and workflows, you’re not getting the most out of your CareMonkey experience. See how easy it is to get full value from your CareMonkey subscription.

What will you learn?

With CareMonkey, you can effortlessly and automatically distribute and collect information throughout your staff cohort, propose ideas, submit plans and get sign-off. Watch as we explore:

  1. Creating Staff eForms: Building Self-Service eForms and exploring form Categories and Templates
  2. Setting-up Approval Workflows: Creating Approval Groups and Stages for common use cases (eg: Leave Requests, Student Registration Approvals, Trip Proposals etc)
  3. Responding to Self-Service eForms: From defining required information, attachments and recipients; to tracking, reviewing and enhancing response rates
  4. New eForm features: Public eForms, Event Documents, Student Forms, and Approval on Behalf of Staff Member functionality

Topic suggestions

We’ll be running regular topic-based ‘how to’ webinars throughout 2020 to help improve your CareMonkey usage. So, if you have a topic suggestion — from eForm Creation and Managing Medical Data, to Self-Service Forms and Approval Processes — please email CareMonkey Head of Marketing and Communications:

About CareMonkey

CareMonkey is a school workflows and process automation platform.

CareMonkey is helping thousands of schools and other organisations around the world to eliminate slow, expensive and repetitive paper-based tasks.

CareMonkey empowers schools to streamline and digitise any school process, drastically reducing the associated costs: From permission forms, payments, and school trips; to collation of Blue Card information, incident reporting, staff agreements, student onboarding, asset management and more.

And, effectively communicate with staff, parents and your whole school community in over 100 languages with CareMonkey’s multi-language capability.

Automate all your school workflows, and remove the pain of paper, with CareMonkey.