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Divya Prabhu (Unlicensed)

Aditi Kavimandan

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Once you attach forms at the "User Forms" or “User Profile Forms“ level, you will be able to see those under the respective tabs from the user’s overview page. You can click on the form and do data entry.

  • Super Admins and Institute Admins can access both user forms and user profile forms.

  • Regular users do not have access to user forms.

User Forms

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titleSteps to do data entry for user form...

  • Sign in as Super admin or Institute Admin

  • Navigate to the "Users" card.

  • Select the user for whom you want to capture the training data.

  • Click on the "Forms" tab from the User's overview page.

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  • The orange colour dot beside the form suggests that it's pending for data entry. Click on the "Add" button.

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  • The form will be displayed for data entry.

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  • Click on the save button once you enter the details.

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  • The form will now display a green with details such as form filled by, date of completion. Click on the edit button to edit the form, or Delete to delete the form. If multiple records are enabled, a new data entry can be performed for the same form by clicking on the ‘Add another’ button

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User Profile Forms

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titleSteps to do data entry for user profile form...

  • As a regular user, you can access your user profile form by clicking on the profile icon and select selecting your account as shown below:

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  • Click on the "Profile" tab from the overview page.

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  • Super Admins and Institute Admins can access user profile forms.

    • Regular users cannot edit or access other users’ forms.

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    • The orange colour dot beside the form suggests that it's pending for data entry. Click on the "Add" button.

    Image Added

    • The form will be displayed for data entry. Click on the save button once you enter the details.

    Image Added

    • The form will now display a green with details such as form filled by, date of completion. Click on the edit button to edit the form, or Delete to delete the form.

    Image Added