User Manual 2.2
 
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(c) Endless Realities Inc.

4.1. Entering Records

The Forms, Documents & Evaluations tab includes the following record types:
 
You can create Forms, Documents & Evaluations records from it's tab or the Client Tracker record using related lists. Filling it out from the Client Tracker record will auto-fill the Client Tracker field. The Client field will be filled in automatically after you Save.
4.1. Entering Records
1

From Forms, Documents & Evaluations Tab

1. From Forms, Documents & Evaluations Tab
You can enter a new record from the Forms, Documents & Evaluations Tab.
2

Click New

2. Click New
Click New button to enter new record.
3

From Client Tracker Record

3. From Client Tracker Record
You can enter a new record from a Client Tracker record.
4

Click Related Tab

4. Click Related Tab
Click the Related Tab
5

Click New

5. Click New
Find the Forms, Documents & Evaluations section. Click the New button to enter a new record.
6

Select Record Type

6. Select Record Type
Select the Record Type from the drop down menu.
7

Click Next

7. Click Next
Click Next button to go to the data entry page.
8

Enter Data

8. Enter Data
Client Tracker, Client and Date appear on every Forms, Documents & Evaluations record type. Client Tracker is required to save the record. Client will fill automatically.
9

Notes

9. Notes
The Notes fields appear on every Forms, Documents & Evaluations record type.
10

Click Save

10. Click Save
Click Save button to create the Forms, Documents & Evaluations record.

The contents of 4.1. Entering Records

4.1.1. Application
4.1.2. Interview Form
4.1.3. Monthly Follow Up
4.1.4. Public Access Test
4.1.5. Required Document
4.1.6. Yearly Follow Up