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Assigning a Form
Assigning a Form
Dec Norton avatar
Written by Dec Norton
Updated over 7 months ago

In order to add completions to a form, it needs to be assigned to a person. You can either assign a form from forms, assignments, and clicking on the + button, or from within a carer or client record in the forms tab.

If you assign from the forms section, you can assign multiple forms to multiple people if needed.

Filling out the form

Currently, the form can only be filled out via the management portal. This means that carers will not be able to complete the form via the app.

When the form has been assigned, you will be taken back to a page showing the list of any assigned forms, click on the new assignment to see a page similar to the below image.

You are able to see the sections and can click on them to go directly to them, alternatively, you can click start to view the questions starting from the first section.

Before you are able to add any answers, you will need to unlock the form. This means that only one user at a time can make any changes.

Answer the questions, and click save. You will then need to lock the form to allow other people to edit it.

Video Walkthrough

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