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Quality Counts Santa Barbara: Completing Your Site Information
Quality Counts Santa Barbara: Completing Your Site Information

How to use the guided form process to complete your Site's forms and assessments

Angela Lim avatar
Written by Angela Lim
Updated over 4 years ago

To complete or update your Site's information in the My Work tab, click Start next to the first form on the list.

This will take you into a Guided Form session, which will allow you to progress through all the required forms.

After clicking Start, you will be taken to a form with data fields to complete. Fill in or update the forms as they apply to your Site. Fields with a red asterisk (*) beside them are required. When you have required fields that are not yet filled in, the options to "Save" at the bottom of the screen will be orange.

Once you have entered all required fields, the save buttons at the bottom of the screen will turn blue.

You have four options to save the page you are on:

Save & Exit: will save your form data and take you back to the Dashboard

Previous: Will save your data and take you to the previous form

Next: Will save your data and take you to the next form

Save and Add Another: Will save your data and add another copy of the form 

  • Please note that some forms will only need one copy, and some may need more than one copy. This will determine if you click "Save & Exit" versus "Save and Add Another". Look for instructions at the bottom of the form for advice on which to use. 

  • See more information about using the Save and Add Another button here.

You can also click Cancel to exit the form without saving.

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