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Forms

Creating new and editing existing form results for contacts, tracking complete and incomplete forms through goals

Victor Christensen avatar Ann Cowell avatar Alexis Dorn avatar
12 articles in this collection
Written by Victor Christensen, Ann Cowell, and Alexis Dorn

Building Forms - Best Practices

Here are some helpful tips when you are creating forms.
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Fill out an Activity or Assessment Form for an Individual Contact

How to track activities or assessments through VerticalChange
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Written by Alexis Dorn
Updated over a week ago

Edit or Delete an Activity or Assessment Form Result

Sometimes we make mistakes and need to change what we entered. Here's how!
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Written by Alexis Dorn
Updated over a week ago

Fill out Forms for Groups

How to complete Activity and Assessment forms for Groups
Ann Cowell avatar
Written by Ann Cowell
Updated over a week ago

Complete Forms Tied to Goals

How to meet your goals by completing forms with deadlines
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

How to Complete Guided Forms

How to complete guided forms on a contact's Dashboard
Ann Cowell avatar
Written by Ann Cowell
Updated over a week ago

Why won't my form save?

Troubleshooting tips if your form is not saving
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Find a Form Result from the Forms Grid

Search for a form result by program, type of form you're looking for, the assigned staff, and the name of the contact.
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Written by Alexis Dorn
Updated over a week ago

Find a Contact's Completed Form Result

How to view form results that were completed on a person, group or program contact
Victor Christensen avatar
Written by Victor Christensen
Updated over a week ago

Print a list of your contact's activity/assessment forms

How to print a list of all of your contact's completed activity or assessment forms
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

Create a "Class" and Take Attendance

Using Groups and Activity forms to take attendance for a roster of students (or attendees)
Alexis Dorn avatar
Written by Alexis Dorn
Updated over a week ago

How to Use Record Sealing Feature

How to Seal Records for Contact's Enrollment
Ann Cowell avatar
Written by Ann Cowell
Updated over a week ago