A standard referral form and meeting notes are part of your ion package. If you would like to have customized forms or notes, submit a support ticket
Complete and Submit Forms
To submit a form,
- Click the "+" button and select "Form Response"
- Choose the Form
- Fill out and Submit the Form
- If a form is marked as "Open a Case" AND if the dictionary is set up to automatically open a case upon submission, the student will be added to the Case Management Dashboard.
For more information, view this video
If the form says "submission complete" and does not disappear, the form has been submitted. You do not need to click submit again.
For more information on how forms open cases, see Case Management Dictionary Setup
View Forms
To view forms,
- Click Tools>Forms
- The Forms Menu will populate with choices for "NEW" to fill out a form, Name of the "Form" and number of "Submissions." Select the Form you wish to view and click it
- The forms populate with date, status, student name and any other column that has been identified as "searchable" when creating the form.
For more information - watch this video
With certain permissions, users can view and manage forms.
Clicking the date will allow users with permissions to
- View the form
- Download the form
- Email it to other staff and
- Edit the form
