Save & Next for Work Templates

Purpose

• Streamline data entry process
• Reduce number of clicks for staff
• Organize information collection and workflow

Key Characteristics

• Not all forms must be included
• Selected forms shown in sequence
• Designed to improve workflow efficiency

Administrator Setup Steps

• Go to Admin → Manage Work Templates
• Select Forms tab
• For commonly used Forms/Assessments, check "Include on Save & Next" checkbox

Staff Experience

• When enabled, "Save & Next" button appears at bottom of data entry window
• Clicking button automatically moves to next form in Work Template
• Continues until all "Save & Next" forms are completed

Note

• Functionality must be set up by local Administrator
• Recommended to review "Big Picture - Program Type to Work Template" document for comprehensive understanding