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Family Member Update Form

Keep dependant records accurate by easily updating medical details, contact info, and background data

📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.

The Family Member Update form allows primary account holders or administrators to edit and update existing contact, medical, or background details for registered family members.

IN THIS ARTICLE:

Where to Assign the Form

The Family Member Update form can be applied in the following location of the Rosterfy application:

  1. Click Settings > Organization Settings.

  2. Click the Family tab.

  3. Click the Family Member Update form dropdown to select a form.

  4. Click the Save button.

Where the Form Appears

The Family Member Update form can be accessed in two locations:

Via the Volunteer's Profile

Used when the Administrator updates a family member in the Volunteer's profile.

  1. Click Users > Users.

  2. Click the More Actions menu on the Volunteer's profile you wish to add to.

  3. Click View Profile.

  4. Click the Family option in the left-hand menu. The Update User window appears:

  5. Click the Quick Update Family Member icon next to the More Actions menu.

Via the User Portal

Used when a Volunteer updates a family member.

  1. Click the My Profile option in the User Portal.

  2. Scroll to the bottom of the page.

  3. Click the Update button.

Duration and Availability

The Family Member Update form is available as long as it's assigned.

Form Rules

See the following supported and unsupported features:

  • ❌ No shareable link.

  • ❌ Tab breaks not supported.

  • ❌ Page breaks not supported.

  • ✅ Add Content supported.

  • ❌ Add Referees not supported.

  • ✅ Add Availability supported.

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