Form Navigation Bar

Once in a form you will see the Form Navigation Bar, a yellow area to the right of every form.  It contains creation and modification information as well as action buttons to help forms processing. In addition, on multi-page forms, there is a rolling header with most of the same buttons.  Users can also use the forms listed to easily navigate between the student’s forms.

 

The button are defined as follows:

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

2)    Insert Text - Allows users to insert pre-defined text See “Using the Text Library”.

3)    Duplicate - Duplicate forms or batches to a current or different student.  See “Duplicating a Form” or “Duplicating a Batch

4)    Delete - Deletes the current form being viewed.

5)    Refresh - Updates the form with the current student data.  For more details on refreshing, see “Refreshing a Batch

6)    Print Form - Prints the form being viewed.

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

8)    Email PDF - Emails the form as an attached PDF.

9)    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.

10) 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.

The checkboxes are defined as follows:

A.  View All - Check to access forms from any batch.

B.  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.

C.  Handwritten - A check here indicates the form was printed blank and handwritten instead of being completed in E-Com.

D.  Locked - Checkbox can only be edited by E-Com Admins. Once locked, a form cannot be edited by anyone except admins.

Related Topics

Chapter 4: Student Screen


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