Sometimes, instead of reviewing an entire packet by student, you may want to review just one form type at a time, such as immunization records or annual physicals. This makes it easier to move quickly through similar forms by selecting Approve and Next as you go.
To do this:
Start in packets that Need Review.
Filter the list so you only see packets where the specific form you want is ready for review.
For example, if you only want to review Immunization Records, apply that filter.
Open one of the packets.
In the form filter area, select the form type you want to review.
Example: Immunization Record
Review the form, then click Approve and Review Next.
The system will take you directly to the next form of that same type.
You can also review more than one form type at a time.
For example, if you want to review both Immunization Records and Annual Physicals:
Select both form types in the filter.
Review each form.
Click Next or Approve and Review Next to move through only those selected forms.
The goal is to make it easy to work through forms quickly and stay focused on one or two form types at a time.