How to Quickly View Another Form

While you are within a student’s record, you can see which other forms a student has a record for by clicking on the Forms menu button. Select a form from this dropdown to be taken to that record.

• Related Articles

• Moving to the Next Record

  While you are within a record, you can move to the record of the next person on the list without going back to the Dashboard. Click the Next or Previous buttons shown below to move to the next/previous person (alphabetical order). You can also enter ...

• Starting a New Form From Within a Record

  You are able to start a brand new form for a student while you are within an existing record without the need to go back to the Dashboard. While you are within a record, locate the dropdown shown below on the right hand side of the page. Clicking on ...

• How to Lock or Unlock a Record in Record History

  The Edit Record History page right is required to use this feature. This document will walk you through how to lock or unlock a record within the Record History. Locked Record - A record that has a read only status applied to the entirety of the ...

• Dashboard - My Forms - How to Create Record

  This article will walk you though how you can create records from the My Forms card on the Dashboard. In the top right corner of the My Forms Card, hit the Add button: Within the pop up, select your location and which form you'd like to create your ...

• How Records Get Locked

  This document will walk you through the different ways records can get locked in Clevr. A "locked" record is when a record has a read only status applied to it preventing edits from being made. Different Ways Records can be Locked Record Rollover - A ...