The Form Library is where your organization can manage and maintain any form templates that are needed to operate your child care program. Once a form has been added to your Form Library, you will be able to edit and send it to families as needed.
Adding a Form
There are two ways to add a form to your form library.
- Using the Custom Form feature
- Adding a Form from the Public Library
1. Custom Form Request
The Custom Form feature is another way to add forms to your Form Library. If your organization has personalized forms or documents, you may use the Custom Form feature to request for the CareConnect Team to configure and digitize any of your forms and documents.
To request a custom select the Custom Form button from the Form Library section under the Documents module.
Fill out the required fields as well as attach the forms or documents you would like to be configured. Once all information has been completed, click Submit. The CareConnect Team will configure your forms and once completed, will publish them to your Form Library.
2. Public Library
The other option available is adding a from from Public Library.
Editing a Form in Form Library
Once a form has been added to your Form Library, you can select the document name to open the form.
You can edit the name and tags by selecting the pencil icon at the top of your screen.
After completing any additional adjustments, Click the Back button to be taken to the Form Library.
Removing a Form from your Form Library
If your organization no longer requires a form, you may remove the form by selecting the Remove button under the action column.
This will remove the document from your Form library and will no longer be available to send to your families.