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Complete a Program-Wide Form
Complete a Program-Wide Form

How to fill out a program-wide activity or assessment form

Angela Lim avatar
Written by Angela Lim
Updated over 5 years ago

Sometimes you may need to complete a form for the program itself, versus a contact or a group.  To do that, you must complete a Program-Wide Activity or Assessment form.

How to fill out a Program-Wide Form

To start a new program-wide activity or assessment form, click on the Programs button in the lefthand navigation menu

From the list of programs, select the program that you would like to fill out a form for. 

Click the tab for Program-Wide Activities or Program-Wide Assessments. You will see a list of all previous activity and assessment forms. 

To start a new form, click the Record a new Activity/Assessment drop-down and select your form from the list

Fill out the form and click Save.  

To view or make changes to already-existing forms, click on the name of the form in the list.

This will open up your form in edit mode - make changes, then click Save

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