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Link Info to Enrollments

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:

  1. Locate & Open Household
    • Go to ENROLLMENTS & THEIR SERVICES from the Work Template.
  2. 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.
  3. Select the Type of Info/Form 
    • Select the assessment or supplemental form
    • RECORD: Choose a specific record by date.
  4. 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.