Once all information has been entered into a document and all necessary meetings (if any) have been completed, the document should be marked complete in the program.
Documents that are marked complete:
- Become read-only
- Can be amended by the owner or reset to incomplete by an administrative user
- Can be copied to create a new document
- May still have attachments added (e.g. signed signature pages)
Documents that are left incomplete:
- Are vulnerable to changes after parent meetings
- Prevent new documents of the same form type from being created
- Prevent goal/objective copy over to progress reports
- Are not included in calculations for program participation tracking, deadlines, or state reporting
Only the document Owner (or an administrative user) may complete a document. If you do not have access to complete a given document, a checkbox will not be visible next to the document. You can view who the Owner of the document is on the Share tab along the top.
Steps
To mark a document complete:- Visit Caseload or All to find the document(s) you wish to complete.
- Check the document(s) you wish to complete.
- Locate the Actions menu button along the top. Select Complete from the menu.
- A lock icon will appear next to the document or documents that have been completed. This indicates the document is locked from editing (read-only).
- You can also click on the lock icon within a document and select Complete to mark it complete.
- If a minor correction needs to be made to a document after it has been marked complete, an administrative user can re-mark the document incomplete.
- If a significant change must be made to a plan document after it has been marked complete, a formal amendment must be made.