---
title: Parental Consent User Guide
description: Parental Consent User Guide
---

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# Parental Consent User Guide

 **Audience:** Staff who verify donor consent at drives (team leads, collections specialists, screeners). For background, see the **Overview** page. For admin tasks (QR code, disclosures, logo, access), see the **Admin Guide**. 

### 1. Logging in and opening the module

1. Go to Lab Symplified and log in with your **username/password** or **SSO**.
2. On the home page, select the **Parental Consent** menu.
3. You land on the **Donor Dashboard**, your main working area.

> **Don't see the menu?** The Parental Consent menu only appears if your account has the **Access Parental Consent** role. Contact your system administrator to have it added.

### 2. How donors sign up (background)

You don't sign donors up yourself, but understanding the flow helps you assist donors at the table:

1. The donor scans the **static QR code** (on a flyer, poster, or a public web page) and the sign-up portal opens.
2. **Step 1:** donor first/last name, donation site (free text), drive date, and date of birth. Donors **below the minimum age on the drive date cannot continue**.
3. **Step 2:** the parent/guardian's information, including the guardian's **email**. The donor submits and sees a confirmation.
4. The system emails the guardian a consent request, and the record appears on your **Donor Dashboard** as **Pending**.
5. The guardian clicks the button in the email, reviews the consent form, types their name to consent, and the record becomes **Signed**.

### 3. Searching the Donor Dashboard

- **Search by name** — look up a donor by first or last name.
- **Filter by site** — type a donation site to pull up every sign-up for that site, then narrow by a specific drive date.

Each record shows the donor, donation site, drive date, and **consent status**.

 

 

| Status | Meaning |
| --- | --- |
| **Pending** | The consent email has been sent but the guardian has not signed yet. |
| **Signed** | The guardian has provided consent. The donor is cleared to donate. |
| **Collected** | The donor came in and the donation took place. The record moves to history. |

 

 

 

### 4. Verifying a donor at the drive (Donor Lookup)

This is the key check-in task. When a donor arrives:

1. Open **Donor Lookup**.
2. Search by **last name** (first name or date of birth also work).
3. Review the match: donation site, drive date, guardian info, and consent status.
4. If **Signed** → the donor is cleared. Download the consent PDF if you need a copy.
5. If **Pending** → follow Section 5 to confirm the email and resend.

### 5. Correcting an email & resending consent

A **Pending** record means the consent has not been provided. This could be due to a wrong/mistyped email or a message stuck in spam. If this happens, take below steps.

1. Find the record and open the **Update** menu.
2. Confirm the guardian email with the donor. If it's wrong, **correct it** — the system then prompts you to **resend** to the new address.
3. If the email was already correct, **resend** it; a new email goes out instantly. Ask the donor to have their parent check **spam/junk**.

> **Last-resort workaround:** If consent still can't be obtained (e.g., a glitch), have the donor **scan the QR code and sign up again on the spot**, then have the parent sign the new consent. If this creates a duplicate, archive one of them (Section 7).

### 6. Marking a donation as collected

1. After a donor with **Signed** consent donates, open their record and select **Mark as Collected**.
2. The record moves from the active dashboard to **history** with a status of **Collected**.

> **Automatic cleanup:** If you forget, a **Signed** record automatically moves to history **72 hours** after the drive date.

### 7. Archiving a canceled drive

1. If a drive is canceled (e.g., weather), **archive all sign-ups for that day** — signed or not — in one action.
2. **An archived consent cannot be reused.** If the drive is rescheduled to a different date, donors must sign up again and obtain a new consent.
3. Archiving is also how you remove a **duplicate** record.

### 8. Downloading a consent PDF

From a record, download the consent as a **PDF**. It mirrors the paper form and shows the signature, the signing date/time, and supporting details at the bottom — print it if you need a hard copy.

### 9. Reports & downtime backup list

You can filter consent records and export them for reporting or as a downtime backup:

- **Filter** by donation site and drive date.
- **Export to PDF** — a printable list of donors with drive date, site, and consent status (Signed / Pending). **Print this before a drive** so you can verify consent even if you lose connectivity on-site.
- **Export to Excel** — the same data in a spreadsheet for additional filtering.

#### Quick reference

 

 

 

| I need to… | Where | How |
| --- | --- | --- |
| Find a donor | Donor Dashboard | Search first/last name |
| Verify consent at check-in | Donor Lookup | Search last name → confirm status is **Signed** |
| Fix a wrong parent email | Record → Update | Edit email → system prompts resend |
| Resend a consent email | Record → Resend Link | Resend → ask parent to check spam |
| Confirm a donation happened | Record | **Mark as Collected** |
| Cancel a drive | Drive's records | Archive all for that date (cannot be reused) |
| Get a PDF copy | Record | Download consent PDF |
| Print a downtime status list | Reports / Export | Filter by site + date → Export to PDF |

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