Dashboard - My Forms Card
The My Forms Card displays links to forms that users need to complete or reference in order to record data or view information about themselves—when they are the subject of the form. This card is particularly useful for tasks such as staff performance appraisals, classroom observations, or volunteer forms.
The My Forms Card provides an easy way to see forms that are assigned to the user that is logged (sorted by most recent).
To view your record for a form within the My Forms card, simply click on the form name to open the record.
The Add button allows the user to create a new record for themselves.
In the Add Form window you will be prompted to select a location and form (for the selected location). The Location field lists all active locations for the tenant while the Form field will display the list of forms associated with the role.
Clicking the Add Form button will create a record under your name for the specified form and will navigate you to the newly generated record.
Your system administrator determines which cards are available in your implementation. If you would like to request a card for your dashboard, please contact your Clevr District Lead