5.5.1 Batch and Forms Listings Overview

Batch and Forms Listings Overview

Forms can be added either as a batch or as individual forms. Batches are groups of individual forms pre-defined by your E-Com system administrators. Individual forms can be added at any time, either on their own or directly to an existing batch. Grouping forms into batches allows for faster navigation and better organization of commonly used forms. Typical batches in E-Com include Initial Evaluation, Re-evaluation, IEP, etc.

The Batch Listing displays all batches that have been added for a particular student.

Clicking on a batch number highlights that batch row in green and displays all forms for the batch in the Forms Listing located directly under the Batch Listing. Locked forms will appear with a red highlight around the “Done” checkbox. Locked forms may not be edited; they may only be unlocked by an administrator.

Any form not associated with a particular batch should be added to the “OTHER FORMS” batch.

Related Topics

Forms Tab