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Student-Athlete Minors & Workflow
Student-Athlete Minors & Workflow

Best practices for workflows that require a parent signature for minors

Andy Campbell avatar
Written by Andy Campbell
Updated over a year ago

When considering forms that require a parent signature for minors, there are a few different option on how this can be accomplished, which are outlined below.

All workflows where a parent signature is required if an athlete is a minor should include the following question: "Are you under the age of 18?". This question allows ARMS to conditionally display extra fields and/or approval steps, as well as run reports. 

When reviewing your workflows in ARMS, please send your requested method for approval to help@armssoftware.com to be updated as needed for the specified workflow.

Option 1 (Most Common): External Parent/Guardian Approval Step 

If "Yes" to the question above, a required Contact Look up will be presented to the Submitter of the form to enter the contact's Name and email and/or phone number. It will be required that they enter at least 1 of the available contact information fields to submit.

Once submitted, the form will be assigned to the contact provide via email and/or text. The recipient of the email/text, will click to verify their identity (via Google or texted code) and complete their required fields (typically Signature and date). Once submitted by the External Contact, the step will be complete and cannot be re-opened by that contact.

Option 2: Electronic Signatures

If "Yes" to the question above, Electronic signature fields will display for both the Athlete and the Parent/Guardian. In addition to the electronic signature, a required field will display for Parent/Guardian email and phone number.

This option allows Administration to follow up with the parent directly to confirm that they did, in fact, sign the electronic workflow form with their son/daughter.

Option 3: Print to Sign

If "Yes" to the question above, additional instruction will display to prompt athlete to "Save" and "Print" the workflow for signature by their Parent/Guardian. 

Optionally, a required file upload space will appear to uploaded the signed workflow form for submission. 

If there is no file upload required to submit the form, ARMS recommends a file upload in the Approval Step to attached the signed workflow form for documentation. 

Option 4: Administration Follow-Up

If "Yes" to the question above, the workflow form will go to an Approval step (if not already configured) where Administration has options to:

  • Follow up directly with the athlete's parent

  • Save a copy of the Workflow as a PDF and send to parent for signature

  • Attach a copy of the signed form  
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