Submitted Forms can be approved from the Client Forms tab on the Dashboard.
You can also approve Forms for a single Client or Employee by going to Care Documentation>Client Forms on the Client's profile or Forms>Client Forms on the Employee's profile.
Forms will be listed by Form Name, date Submitted on, Client/Facility, Employee it was Submitted by, Employee it was Approved by (once Approved), date Approved on (once Approved), Background Job status, and Branch (if applicable). Note that the Background Job column will only be populated if a Form contains Advanced Components.
To approve all Unapproved Forms at once, click the Approve All button.
Click Approve All in the dialogue to finish approving the Forms. Note that approving Forms that include Advanced Components will update the relevant Clients' Demographic and Care information in their profiles.
To approve Forms one at a time, click the arrow next to View for the correct Form and select Approve.
Click Approve in the resulting dialogue. Note that approving this Form will update the Client's Demographic and Care information if the Form includes Advanced Components.
To view more details about the Form before approving it, or to change the status to something other than Approved, click View.
After reviewing the Form, click the icon next to Unapproved. Select the Status you wish to select for the Form (Unapproved, Approved, Verification, To Delete, or Job Pending) and then click .
Note: Once a Form has been Approved, it can no longer be edited. This includes changing the status to something other than Approved.
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