[VIDEO] View Enrollment Status

The View Status page provides a central place for you to view enrollment status for all participants at your center. You can quickly see who has started their forms, completed their forms, what forms are ready for approval, and so on. You can also take action on invitations, such as re-sending them, opening forms for onsite completion, cancelling invitations, and marking invitations as manually completed. For more information about these functions, see Work with eForms for Sponsored Centers (sponsored centers only), Resend Invitations, Cancel Invitations, Complete eForms Onsite, and Mark Forms as Manually Completed.

Required Permissions: You must have the eForms permission enabled on your account to use the eForms feature.

  1. From the menu to the left, click eForms.
  2. Click View Status. The View Status page opens.
  3. Use the From and To boxes to select a date range to view.
    • To view forms from a specific date to the current date, select a date in the From box and leave the To box blank.
    • To view forms up to a specific date, leave the From box blank and select a date in the To box.
    • To view forms for a single day, select the same date in the From and To boxes.
  4. Click the Filter drop-down menu and select the form status to view. You can select multiple statuses, if needed.
  5. To filter to a specific participant, click the Participant Name box, and begin typing the participant's name.
  6. You can sort information in ascending or descending order by the following columns:
    • Participant ID
    • Participant Name
    • Participant Status
    • Invitation Status
    • Invitation Sent Date
    • Last Updated

Note: Some of the columns listed above may not display. To customize which columns display, click Filters in the top-right corner, and click each column to select it. You can also change the default sort options.

Invitation Statuses

Status Definition
Not Started The guardian has not started filling out the form yet.
In Progress The guardian has started filling out the form, but has not yet finished.
Submitted (Parent) The guardian has completed and submitted the form. It is now ready for approval.
Manually Completed The guardian completed a paper form, and you flagged the record accordingly (pencil icon).
Sponsor Approved You have approved the form.
Renewed You have updated the system with the new enrollment date.
Canceled The invitation was canceled.

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