This guide explains how to start a form, save it as unfinished, and complete it later.
Save a Form as Unfinished
Follow these steps if you want to begin a form but finish it later:
Go to Residents in the left menu.
Select the resident you are working with.
Open the Forms tab.
Click Create Form.
Choose the form you want to start.
Click Save as Unfinished instead of completing it.
The form will appear in the resident’s Forms list with an Unfinished status.
How to Complete an Unfinished Form
When you’re ready to finish the form:
Open the form shown as Unfinished in the resident’s Forms list.
Click Edit at the bottom of the form.
Complete all remaining questions.
Add a Next Review Date if required.
Click Complete to finalise the form.