Form Navigation Bar

There is a Form Navigation Bar on each form. It contains creation/modification date information as well as action buttons. On multi-page forms, there is a rolling header with most of the same action buttons. Staff can use the forms portal (pink and white striped area) to easily navigate between the studentÕs forms.



The buttons are defined as follows:

1)    Print/Email – Options to print, email, or save form as a PDF.

2)    Actions – Options to Insert Text, Duplicate, Delete, Refresh, Save, Enter More

a.     Insert Text - Allows users to insert pre-defined text. See ÒUsing the Text LibraryÓ.

b.     Duplicate - Duplicate forms or batches to a current or different student.  See ÒDuplicating a FormÓ or ÒDuplicating a Batch

c.     Delete - Deletes the form being viewed.

d.     Refresh - Updates the form with the current student data. See also ÒRefreshing a Batch

e.     Print Form - Prints the form being viewed.

f.      Create PDF - Generates a PDF document of the form to a location you specify.

g.     Email PDF - Emails the form as a PDF.

h.     Enter More - Allows users to enter more data than fits on any existing field by adding a text section to the bottom of the form.

i.      Save - When spending a considerable time on a form, users can force a save. This helps prevent data loss in the event of a power failure or network disruption. Note: Data is automatically saved when you close a form, go to another screen, or exit E-Com. This feature simply provides extra protection.

3)    Batch Forms – Lists all the forms in the current selected Batch.

4)    Form Info – Shows additional information on the current form (Creation/Modification Dates and Times, Staff Initials, Form Dates, and database information).

5)    Student - Navigates to the Student Screen for the student last viewed. This may not be the same student whose form you are viewing and/or selecting the button from.

6)    Staff – Navigates to the Staff screen

 

The checkboxes are defined as follows:

A.  Completed - Check when the form is finished. This lets other members of the IEP or Eval team know that you are finished with this form.

B.  Handwritten - A check here indicates the form was printed blank and handwritten instead of being completed in E-Com. This functionality is not often used.

C.  Locked - Once locked, a form cannot be edited by anyone except admins.


Related Topics

Using a Form


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