Once you have created a Workload for a student and saved a task checklist from our pre-made Task Groups, you will see a list of actions for Forms that correspond to certain tasks.
To view the actions for a Form, click on the three dots under the Actions column:
Note: The form links aren't generated until you save a record! If you don't see the form options, please click the "Save and Edit" button on the top right.
1) Open Form: This will navigate you to the Form for you to view or complete yourself.
2) Copy Form Link: This copies the link to your virtual clipboard, which you can then paste into an email to send to a teacher or parent.
3) Download Form PDF: When a form is completed by yourself, a parent, or a teacher, you can click Download Form PDF to see the results. You can also view the results from the Documents tab of a student's Caseload profile.