Blue Pen Tool
The blue pen tool is visible for supervisors after a report has been saved once. When the item is re-opened, the blue pen tool can be used to type edits and suggestions directly in the report.
1. Click "View Client List"
2. Click "Report"
3. Click "View Reports"
4. Click "Edit"
5. Click the blue pen tool icon once turning it blue
6. Click once on the page where you'd like to type in blue ink
7. Type your edits in blue
8. Highlight text and then click blue pen icon to turn text blue
9. To turn off the blue pen tool, click the blue pen icon once turning the icon black
After saving a report one time, the "Show History/Comments" button will appear when the item is reopened to edit.
1. Click “Add Comment”
2. Type a title
3. Type a comment
4. Click "Save"
If you have accidentally created a duplicate goal or quantitative data field, please follow the steps in this video to "combine" goals or change the goal the data field is tied to.
Duplicate goals - 1:25
Duplicate trackers - 6:34
STG tied to wrong LTG - 8:54
Tracker tied to wrong goal - 13:58
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