Form Workflows
Daily Required Forms
What are Daily Required Forms? Administrators Daily Required Forms allow a provider to require their staff to fill out forms for consumers each day. When enabled, there is a tab on the home page where staff can see at a glance which consumers have ...
External User: How to Complete a Form in SETWorks
How to complete a SETWorks Form as an External User Welcome to SETWorks! As an external user you have been requested to upload a file to a form in SETWorks. You will receive an email invitation to join SETWorks. Note: Email delivery times can vary ...
External User: How to upload a File to a Form
How to upload a File to a SETWorks Form as an External User Welcome to SETWorks! As an external user you have been requested to upload a file to a form in SETWorks. You will receive an email invitation to join SETWorks. Note: Email delivery times can ...
Requesting External Portal Users to Complete a SETWorks Form
How can I send an External Portal User (Parent, Guardian, etc.) a SETWorks Form to Complete? Administrators, Managers, Staff Privileges Settings > Provider Build > Maintain Privileges > Forms: Is able to add additional form signatures. Enable the ...
Adding a Signature Request
Click “Add Signature” button Select signature request type (e.g. User, Role, Guest, Request by email) Select specific person/role (if applicable) Click “Create” button User - select a specific staff person by name who needs to sign the form. They ...