Forms
Forms - Adding Specific Network Contacts
How can I add Specific Network Contacts to a Form Answer? Manager/Administrator This configuration allows users to pull specific Network Contacts into a predefined answer within a form. Terminology can be modified within SETWorks to better fit the ...
Form Status
What is Form Status? Administrators Form status is used to track the current status of your forms, so you can stay organized and easily see the status of the forms you create. You can customize the status options to fit the use of your forms. This is ...
SETWorks Webinar - February 2024 - Custom Form Reports
Recording On February 21st 2024, SETWorks hosted a live webinar about Custom Form Reports. This feature allows users to take a form created in SETWorks and map it to export to either Word or Excel. You can view the recording from the link below: ...
Form Downloads Index
What is Form Downloads and how does it work? Form Downloads is a feature that allows users to select various consumer forms to download for multiple consumers at one time. Please note: This feature is compatible with only consumer forms. It does not ...
Signing Failed
I tried to sign a form but received a message that said "signing failed". What do I need to do to sign the form? All users, external users The signing failed message appears when you select sign before completing all required fields. Check to make ...
Form Requirements
What is the Form Requirements feature and how does it work? Administrators Have you ever needed to ensure that each and every staff person has completed a required form before creating records? Do you require each staff person to review a specific ...
Multi-Signatories
What is the Multi-Signatories Feature and How Do I Use It? Administrators Multi-Signatories allows users to edit an existing form without removing previous signatures. Attention Administrators - This feature allows users to make changes to forms ...
Restricted Fields
What is a Restricted Field Used For? Administrators I have a form that requires information that only a few people in my organization have access to. How do I allow some users to add this information and prevent everyone else from changing it? ...
Filter Forms
How Do I Sort and View Forms? All Users By default, SETWorks displays only the most recent forms (from within the last calendar year). You can use the Filter Forms button to view older forms. Read the following article to learn more. Filter Forms ...
Form History
How Do I View Earlier Versions of Forms? All Users Form History allows users to view previous saved versions of forms. About Form History All new updates to a form will be saved to Form History. Form History can be accessed through an icon on the ...
Save a Form as a Draft
How Do I Save a Form as a Draft? All Users I'm working on a longer form that takes several days to complete. How do I indicate it isn't finished and is in progress? In SETWorks, users can save a form as a draft. This allows users to save forms that ...
Forms Enhancements - Fall 2021
Major Forms Enhancements We’re introducing several new features for Forms: Draft Mode - The Save Draft feature allows the user to save copies of their form entries without needing to complete all required fields. Draft forms can not be signed. Once a ...
Confidential Forms
How Do I Create Forms for Sensitive or Private Information? Administrators SETWorks allows users to create several different types of forms. We refer to these types as entities. The new entity types of "Confidential Consumer" and "Confidential Staff" ...
AbilityOne Functionality in SETWorks
AbilityOne Functionality in SETWorks - How to Administrators, Managers SETWorks can now populate two required AbilityOne forms: Documentation of Disability and the Individual Eligibility Evaluation form (see below). In order to populate these forms, ...
Reassigning the Owner of a Form
How do I reassign the owner of a form? Administrators, Managers When a user creates a form, they automatically become the owner of the form. Manager and administrator roles may have the ability to reassign the form to a new owner. A form may need ...
Opening and Completing a Form
How do I complete a form in SETWorks? Managers Once forms are developed, they can be accessed depending on the type of form and the purpose it serves. See Working with Forms to learn about the different types of forms available in SETWorks. ...
Creating a Placement Letter
Creating a Placement Letter If you do not have access to the Placement Letter form, please contact SETWorks to have it turned on. Overview There are 3 steps to creating a placement letter: Create a "Job Placement". Create the "Placement Letter Form". ...
Duplicating a Form
Duplicating a Form in SETWorks Duplicating a Form - How to Administrators, Managers Duplicating Forms a in SETWorks is a simple way to be able to modify a Form without losing any historical data from the original. To be able to Duplicate a Form ...
Deleting a Form
Deleting a form should only be done if the user is aware that this action is irreversible and is certain that the form, along with it's signatures & data that cannot be retrieved, is no longer needed. To delete a form, simply choose the Delete option ...
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 ...