Getting Started
How to Print the List within your Dashboard
To print your dashboard listing, navigate to Full Screen mode within the Listings card, then use the Web browser print option When finished, use the "x" in the top right corner to close full screen mode and return to your Dashboard
Upload Image to Profile
Step 1: Navigate to the Profile within a record Step 2: Click on the image to upload a new image The Upload Image option will appear when you move your mouse over the current image You will be prompted to browse to select an image, once selected the ...
Grid View Data Entry - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Dashboard Profile Search and Metrics - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Listings Card Navigation - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Uploading a Signature - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Navigating Between Records (Without Returning to the Homescreen!) - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Starting a Record - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
General Navigation - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Dashboard Updates 2024 - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
Notification Board - Video
This brief video provides an overview of functionality in Clevr. For additional information, please refer to the Related Solutions list on the right side of this page.
How to Delete a Record in Record History
The Edit Record History page right is required to use this feature. Deleting a record from the Record History menu will cause the record to be inaccessible in Clevr The Record History can be accessed while you have a record open by selecting Records ...
Person Profile
The Person Profile provides a comprehensive, aggregated view of an individual across multiple forms, whether they are a student or a staff member. This tool is designed to offer a holistic overview, allowing users to view basic demographic ...
Dashboard - Quick Profile Search Card
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 The Quick Profile Search is a great way to quickly check if a staff ...
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 ...
Dashboard - Metrics Card
The Metrics Card displays key data about records within a form, such as the number of completed or uncompleted records. The available metrics are customizable and defined by the specific form. The Metrics Card works in conjunction with the location ...
Dashboard - Saved Searches
The Saved Search Card provides a quick way to access your searches that have been saved in Clevr. To run a saved search, click the name of the form you’ve saved a search under, then select the appropriate search. The Saved Search Card works in ...
Dashboard - Listings Card
The Listings Card is a common feature within the Clevr dashboard. It enables users to quickly navigate to forms, as well as staff, student, or school-based records that they may need to view or update. Listings Card – Accessing a Record Click on any ...
Sign Out of Clevr
Sign out To log out of your Clevr session, click on the icon at the top right of the screen and select "Sign out." This will end your current session.
Dashboard - Overview and Basic Navigation
The Clevr Dashboard is the main page users see when they log into Clevr. Districts have the ability to customize the dashboard by selecting which cards are displayed upon login. Each dashboard card serves a specific function, providing users with ...
Instructions: Preparing and Uploading an Electronic Signature on Clevr
Your signature will appear on printouts of finalized records only when the forms and reports have been properly configured to include it. Step 1: Create a Digital Version of Your Signature Sign a blank piece of white paper using a blue or black pen. ...
Notification Board
The Notification Board is a module within Clevr that you can use to view all notifications that you have received and sent to other users. The Notification Board has a brand new look and feel, and was updated in April of 2024. Video Please watch this ...
Advanced Search
Advanced Search allows you to build a custom report from your data by choosing the form, filtering your data by categories, and selecting data that you would like to appear in the search results. Accessing Advanced Search Select the Analysis button ...
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 ...
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.
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 ...
Enabling Pop Ups within your Browser
Printing and many other features within clevr are dependent on pop ups being enabled within your internet browser. This document will cover how to enable pop ups for Chrome, Firefox, Internet Explorer, and Safari. Determining Which Internet Browser ...
Printing a Single Report for a Person
To generate a single printout for a person, within their record navigate to the Print menu. Some forms have multiple printouts available to generate. Select the appropriate printout by clicking on it. When you click Print, a new tab will be generated ...
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 Become Locked in Clevr
A "locked" record is when a record has a read only status applied to it preventing edits from being made. Records in Clevr can become locked through a number of processes listed below: Record Rollover - A record can be locked via the Record Rollover ...
How to Lock or Unlock a Record in Record History
The Edit Record History page right is required to use this feature. Locked Record - A record that has a read only status applied to the entirety of the record; no edits are possible while the record is locked. Active Record - A record that is ...
Video Library
We are happy to inform you that all videos have been migrated to our Help Center. You can use the search bar above to find relevant videos and articles on the topics you are looking for. To narrow your search to videos only, try entering the word ...
How to Remove Persons from the Dashboard
This document will walk you through how to remove a person from the Dashboard Listings Card. Removing a person from the dashboard is super easy! This button will "hide" a person from the dashboard but will not delete their record. It's totally safe ...