Enquiry Form - Potential Scotty Member / Springboarder
NOT FOR EXTERNAL USE.
If you have received i
nformation regarding a new potential family, p
lease complete SECTION A & B only. Do not worry if you do not have all the information.
Please do not engage in conversation unless you are part of the families team.
SITREP - HAYLEY & NIKKI ONLY
NOT SCOTTY MEMBERS - Do not fit the criteria and have been informed
VERY EARLY STAGES - Awaiting an address
Membership Forms have been sent
Family have confirmed they have the forms
Forms have been received at Scotty HQ, we have everything we need from the family, we are just awaiting confirmation from an external source
Forms have been received at Scotty HQ & we are waiting for more docs from the family
All confirmed and forms are waiting to be added to SF
ALL APPROVED & COMPLETED
Criteria Not Met - Completed
Closed at moment. Nothing for Scotty's to do unless it gets reopened
SECTION A - Your Details
Method of enquiry
At an event
If other, please state
SECTION B - Person who made the enquiry
Name of person enquiring
Contact number of the person who made the enquiry (if known)
Email address of the person who made the enquiry (if known)
Who the enquiry was from...
Parent, Career, Legal Guardian
Family Member or Friend of the family
Visiting Officer or Welfare Team
Another organisation or charity
The potential member
If other, please state
If you have a screenshot or any information use this space to upload it.
FAMILIES TEAM TO COMPLETE ONLY
FAMILIES TEAM ONLY: Heroes Details
Regiment, Ship, Unit
Please use this box to write any information you are told around the way the hero died.
FAMILIES TEAM ONLY: Family Details
Parent, Guardian, Carers Name
How many children are there under the age of 19?
(this helps us to know how many forms to send as it is one form per member)
Are there any children aged 19-25?
How many over 19?
Name and Address of where the forms need to be sent (if needed)
Tracking The Process: Hayley or Nikki to update
Tick when completed
Responded and awaiting an address
Received forms - All clear to be added to SF
Received forms - Awaiting more documents/information
Received forms - Awaiting confirmation from the disclosures
Added to SF & Mailchimp- Welcome emails sent, task set for Bev to introduce herself, tasks to send surveys set
Membership packs sent
COMPLETED - Now Members
COMPLETED - This family couldn't be supported by Scotty's
Hayley/Nikki Notes Section