SUMMARY:
You can link assessments or supplemental forms to a program enrollment at different points (entry, exit, or follow-ups). This allows tracking changes over time through the DATA COLLECTION STAGE field.
Steps to Link a Form:
- Locate & Open Household
- Go to ENROLLMENTS & THEIR SERVICES from the Work Template.
- Add or Open the Enrollment Form Linked Info Tab:
- Select DATA COLLECTION STAGE (Entry, Exit, Update, or Follow-Up).
- Update: Info added during enrollment.
- Follow-Up: Info added after enrollment ends.
- Select DATA COLLECTION STAGE (Entry, Exit, Update, or Follow-Up).
- Select the Type of Info/Form
- Select the assessment or supplemental form
- RECORD: Choose a specific record by date.
- Select the Record Type:
- Select the name of the assessment
5. Choose the Record by Date
6. Click Save
Note: You can enter only one income record at entry and exit, two employment records at entry and exit, and one assessment of each type at entry and exit.