Providers always have access to view children's forms (current and previous).
Some states' regulations require providers to have physical forms on site. This article will cover how you can easily view, print and keep track of printed/not printed records in your FORMS dashboard.IMPORTANT
We recommend that you use Google Chrome browser for best results when printing and for other admin functionalities. TABLE OF CONTENTS
VIEWING a single form
1. From the FORMS Dashboard, locate the specific child record you want to view.
2. Scroll to the right to locate the specific SUBMITTED form and click on the submission DATE.
3. A printable view of the selected form will appear. While you could easily download and print from this view, that won't mark the form as printed in your dashboard. To print and mark the form as such, check out the following section.
PRINTING a single or multiple forms
1. From the FORMS Dashboard select the VIEW button to see the list of all forms submitted for that child.
2. Select the HISTORY button to see all previous submission of each form.
3. Select VIEW/PRINT for the latest submission of a specific form.
4. This will show a printable view of the form. To print the form, select the printer icon in the top right corner of the pop-up window.
5. To save the form as a PDF file, select the printer icon, then 'Save as PDF' as Destination, and 'Save'.
6. By selecting the VIEW/PRINT button this marks the form as printed.
NOTE:
If you use this action to just VIEW the form, it will mark it as printed. If you are interested in just viewing a form please follow the steps shown in the VIEWING A SINGLE FORM section of this article.
Upon completion of VIEW/PRINT, the 'Printed Date' status for each from will be set to the current date. The Printed Date will not be updated again after the initial 'printing'.7. To print multiple forms, or all forms for a child select the forms you would like to print using the checkbox left to the form's name (to select all form simply check the "all" box) and select the VIEW/PRINT ALL button.
8. Confirm the number of forms you would like to print.
9. This will create a printable document that contains all of the selected forms. Select the printer icon in the top right corner to print.
10. To save the selected forms as a single PDF file, select the printer icon, then 'Save as PDF' as Destination, and 'Save'.
11. All forms are marked as printed.
By following these steps you ensure that the "Printed" and "Not Printed" filters will always show accurate information. Remember that the filters will always show the form or packet you have selected from the FORM/PACKET dropdown.
