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Bulk Add/Change Status Codes in smartFORMS

  • Updated

Users may need to add or change status codes in bulk in smartFORMS. This lesson guides users through using the Set Status feature within smartFORMS.

Where to Start

The smartFORMS navigation tab.

  1. Navigate to smartFORMS.

The smartFORMS page, with the My smartFORMS and Student Forms tabs highlighted and labeled as step 2.

  1. Select the My smartFORMS or Student Forms tab.

Set Status

The smartFORMS page, with two smartFORMS checkboxes selected and labeled as step 3, and the Set Status option labeled as step 4.

  1. Select the checkboxes next to the desired smartFORMS. 
  2. Select Set Status.

The Set Form Status popup window, with the Form Status dropdown labeled as step 5, and the Save button labeled as step 6.

  1. The Set Form Status popup window appears. Select the desired status from the Form Status dropdown. The available statuses include:
    • In Progress
    • On Hold
    • Complete
    • Not Started
  2. Select Save.

A popup message that reads Record Updated.

  1. A Record Updated message appears in the bottom right-hand corner to indicate that the statuses have been set.

The smartFORMS page, with two smartFORMS updated so that the Not Started status appears in grey bubbles next to the Form Names, labeled as step 8.

  1. The newly set statuses appear in grey next to the Form Name.

Next Steps

To learn more about smartFORMS, take a look at the other articles in the Interacting with smartFORMS manual.

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