Forms can be created from either the web console or the Access Care Planning app. Once the form has been created and submitted to a section, you are able to submit forms to a service user or employee. Once the form has been submitted you can download the form.
Web console
Click the three-line menu.
Select the service that the service user is under.
Select the service user.
From the left-hand panel, select the section the form is under.
Click Add Case From.
From the drop-down menu, select the form.
Click Open, then fill out your form.
Once completed, click Submit.
Access Care Planning app
Tap the visit, then tap service user records.
Tap Case Forms, then select the section the form is under.
Tap the plus icon, then select the form.
Complete the form, then tap submit.
Draft form
When completing a form on the web console, if the form has information entered, it will be saved as a draft form, which can be viewed in the draft section in the top right corner.
This means that if you open a form to complete and then not enter any information, the form will not save as a draft, however if you start to enter information into the form, then the system will save the form as a draft when leaving the page.
Download and print
📌Note: Blank forms can not be downloaded.
Click the three-line menu.
Select the service that the service user is under.
Select the service user.
From the left-hand panel, select the section the form is under.
Click the download icon.
It downloads the form as a PDF that can be printed.
Duplicate
You can duplicate forms if the section is set up for the copyable setting. Follow this handy guide to set this up:
Click the three-line menu.
Select the service that the service user is under.
Select the service user.
From the left-hand panel, select the section the form is under.
Click the duplicate icon.
This then opens a new form.