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The main Forms screen is accessible within a case file by clicking the "Forms" tab at the top. Online forms can be completed and submitted for a case or sent to the client to be filled out and returned via email or text. Please note that the visibility of the "Forms" tab is contingent upon whether the case worker's assigned role includes the "View Forms" permission, which can be configured via role editing. This tab remains hidden unless permission is granted.
The system has a permission named “View Form,” automatically included in the Case Manager role. If someone wishes to add it to other roles, it can be assigned to those specific roles. The “View Form” permission controls the visibility of the forms tab on Case Files.
Navigation:
Once you are in the case profile, click onto the “Forms” tab.
From this screen, you can either complete a new form or access, view, edit, or search for an existing form. Clicking here will display a list of all available forms that can be filled out or sent to a client.
All forms submitted or saved to a case will be displayed on this screen. Forms shown in blue have been saved but not submitted, while green forms have been submitted and cannot be edited unless the "Edit Submitted Forms" permission is granted to the assigned role. |