Starting a New Form From Within a Record

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 this dropdown will show you all the forms you have access to. Simply select the form you would like to create a record for and hit Add.


If the student does not have an existing record for this form, a new one will be started. If there is an existing record already you will be taken to it.

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