About Forms

What are Forms in SETWorks?

Administrators, Managers
Forms are used just as paper-forms - fill out the required information to submit to a funder/stakeholder, etc. Forms allow you to pull in data from other places in SETWorks in order to be efficient and eliminates repetitive data entry. 

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Types of Forms

Consumer: Completed for/about a consumer (e.g., monthly summary)

Staff: Completed for/about a staff or user (e.g., annual checklist)

Employer: Completed for/about an employer (e.g., workplace analysis)

Provider: Completed for the needs of the provider (e.g., office maintenance inspection)

Department: Completed for/about a specific department (e.g., residential home fire drills)

Activity Record: Completed within an activity record and only applies to one activity record (e.g., daily behavior)

Examples of when Forms would be used:

• Monthly/Quarterly summaries
  
• Consent Forms
  
• Disclosure forms
  
• Release of Information forms
  
• Goal Plans
  
• Intake Questions
  
• Surveys (e.g. Satisfaction Surveys)
  
• Career Profile Questions... and many other purposes
  
  

Favorite Features of Forms

1. Forms can be completed directly within the consumer (or staff, employer, provider, etc.) record and are stored electronically.

2. Forms allow you to auto-populate data from other areas of SET-Works to eliminate repetitive input.

3. Forms allow for electronic signatures from users of SETWorks using a PIN number or digital signature pad.

4. Forms support consumer signatures by allowing the individual to sign the screen using a tablet, smartphone, or a mouse. 

5. Forms also allow for electronic signatures from external users of SETWorks which can be requested via email. 

6. Forms can be converted into reports making for easy exporting or printing. 

Accessing Each Form Type

Consumer Forms

Staff Forms

Employer Forms

Provider Forms

Department Forms

Activity Record Forms

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