This guide will help you understand how to assign check-in forms to individual clients and manage their submissions.
Navigating to the Client's Profile
Start by going to the profile page of the client you want to assign a check-in form to. At the top of the page, you'll find several tabs. Click on the Check-Ins tab to access the client's check-in management area.
Understanding the Check-Ins Section
Within the Check-Ins section, you'll see two tabs on the left:
Submissions: This tab displays all the check-in forms your client has submitted. You can click on any submission to:
- View the Client's Responses: See the answers your client provided.
- Review and Comment: Mark as reviewed and leave feedback or comments directly on the submitted form.
Assigned Check-Ins: This tab shows the check-in templates you have assigned to the client. These are either assignments which are linked directly to the master template, or copies of your master templates that you can now edit and tailor specifically for this client.
Assigning a Check-In Form Template
To assign a check-in form template to a client:
- Go to the Assigned Check-Ins Tab: In this tab, you'll see the list of check-in templates currently assigned to the client.
- Add a New Check-In Template: Click the + Add button to start the assignment process.
Choosing How to Link the Form
After clicking the Add button, you'll first need to choose how the form should be linked:
Link to Master
Links the form to the master template. Any changes to the master will automatically sync.
When you choose this option:
- The client's form remains connected to your master template
- Any updates you make to the master form will automatically apply to this client's form
- This is ideal when you want multiple clients to receive the same form updates simultaneously
- All clients linked to the same master form will get updates when you modify the master
Create a Copy
Creates an independent copy of the form that can be customized for this client.
When you choose this option:
- A standalone copy of the form is created specifically for this client
- You can customize this form without affecting other clients
- Changes to the master template will NOT affect this client's form
- Perfect for clients who need personalized questions or different schedules
Important Note About Linked Forms
When multiple clients are linked to the same master form:
- Updating the master form will update ALL linked clients simultaneously
- This is powerful for making program-wide changes efficiently
- Use with caution - changes affect everyone linked to that master
- Consider creating separate master forms for different client groups if needed
Selecting Your Form Template
After choosing your linking option, you'll see a list of your master check-in templates:
- Browse your templates - All your created forms will be displayed
- Select the template you want to assign to this client
- Confirm your selection to complete the assignment
Once assigned, the selected template will be added to the client's list of check-ins, ready for them to complete as per the schedule you've set.