--- title: Forms - Info and Actions description: Summarizes How to Assign, Track, Complete and Download Forms --- [Skip to content](https://help.nevvon.com/knowledge/managing-forms#main-content) English Show submenu for translations ![Logo Portrait Tagline-2](https://help.nevvon.com/hs-fs/hubfs/Logo%20Portrait%20Tagline-2.png?width=400&height=106&name=Logo%20Portrait%20Tagline-2.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.nevvon.com/knowledge?hsLang=en) 2. [Help for Managers](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en) 3. [Forms](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#forms) # Forms - Info and Actions ## Summarizes How to Assign, Track, Complete and Download Forms Forms are primarily used to assess caregiver competencies and track task completions related to training requirements. Supervisors or trainers complete these forms to evaluate employee skills or confirm task completion, ensuring proper documentation of the process. Forms can be added, removed or downloaded as a single action from the **Employee Profile** or as a bulk action from the **Employees Page**.  **Reports** can be pulled to track form status. ### **Managing Forms on the Employee Profile** \-[Add a Form](https://help.nevvon.com/knowledge/managing-forms#Add-a-form) \-[Remove a Form](https://help.nevvon.com/knowledge/managing-forms#remove-a-form) \-[Filling out a Form](https://help.nevvon.com/knowledge/managing-forms#fill-out-a-form) \-[Changing Form Status](https://help.nevvon.com/knowledge/managing-forms#changing-status) \-[Downloading a Form](https://help.nevvon.com/knowledge/managing-forms#download-form) ### **Managing Forms on the Employees Page** \-[Filtering Employees by Assigned Forms](https://help.nevvon.com/knowledge/managing-forms#filtering) \-[Bulk Assigning, Removing and Download Form](https://help.nevvon.com/knowledge/managing-forms#bulk-actions)s ### **Tracking Form Status with Reports** \-[Generating a Form Status Repor](https://help.nevvon.com/knowledge/managing-forms#reports)t --- ### **Managing Forms in the Employee Profile** ### **Add a Form** 1\. Navigate to the Employee Profile and select the **Forms** tab. ![Screen Shot 2025-04-24 at 16.12.17](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.12.17.png?width=598&height=273&name=Screen%20Shot%202025-04-24%20at%2016.12.17.png) 2\. Click **Add Form**. ![Screen Shot 2025-04-24 at 16.13.51](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.13.51.png?width=263&height=162&name=Screen%20Shot%202025-04-24%20at%2016.13.51.png) 3\. Select a form from the list ![Screen Shot 2025-04-24 at 16.17.41](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.17.41.png?width=395&height=212&name=Screen%20Shot%202025-04-24%20at%2016.17.41.png) 4\. Click **Add**. ![Screen Shot 2025-04-24 at 16.18.48](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.18.48.png?width=381&height=205&name=Screen%20Shot%202025-04-24%20at%2016.18.48.png) --- ### **Remove a Form** 1\. Navigate to the Employee Profile and select the **Forms** tab. ![Screen Shot 2025-04-24 at 16.12.17](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.12.17.png?width=607&height=277&name=Screen%20Shot%202025-04-24%20at%2016.12.17.png) 2\. On the Forms tab, click the three-dot menu next to the form you want to remove. ![Screen Shot 2025-04-24 at 16.44.50-1](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.44.50-1.png?width=688&height=105&name=Screen%20Shot%202025-04-24%20at%2016.44.50-1.png) 3\. Select **Remove Form**. ![Screen Shot 2025-04-24 at 16.48.40](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.48.40.png?width=280&height=150&name=Screen%20Shot%202025-04-24%20at%2016.48.40.png) 4\. Confirm the removal by clicking **Remove** in the pop-up modal. ![Screen Shot 2025-04-24 at 16.53.18](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.53.18.png?width=296&height=157&name=Screen%20Shot%202025-04-24%20at%2016.53.18.png) --- ### **Filling out a Form** 1\. Navigate to the Employee Profile and select the **Forms** tab. ![Screen Shot 2025-04-24 at 16.12.17](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.12.17.png?width=515&height=235&name=Screen%20Shot%202025-04-24%20at%2016.12.17.png) 2\. Click on the Form you'd like to fill out. ![Screen Shot 2025-04-24 at 17.00.58](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2017.00.58.png?width=688&height=113&name=Screen%20Shot%202025-04-24%20at%2017.00.58.png) 3\. The Form will open in a new page 4\. Navigate to the bottom of the page and click the **Edit** button to fill out the relevant details. ![Screen Shot 2025-04-24 at 12.58.04](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2012.58.04.png?width=430&height=401&name=Screen%20Shot%202025-04-24%20at%2012.58.04.png) 5\. To save the changes, click the **Save** button at the bottom of the page. ![Screen Shot 2025-04-25 at 10.27.43](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2010.27.43.png?width=424&height=450&name=Screen%20Shot%202025-04-25%20at%2010.27.43.png) 6\. Click the Back arrow to return to the Employee Profile. ![Screen Shot 2025-04-25 at 10.28.58](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2010.28.58.png?width=564&height=255&name=Screen%20Shot%202025-04-25%20at%2010.28.58.png) --- ### Changing Form Status Note: The purpose of the Form Status is to be used as an indicator for the admin.  It is not directly connected to the completion level of a form.  It also allows admins to be able to track, sort and filter forms by their Status.  1\. Navigate to the **Forms** tab on the Employee Profile. ![Screen Shot 2025-04-24 at 16.09.55](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.09.55.png?width=584&height=342&name=Screen%20Shot%202025-04-24%20at%2016.09.55.png) 2\. Click the status dropdown next to the form you'd like to update. ![Screen Shot 2025-04-25 at 10.42.30](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2010.42.30.png?width=688&height=158&name=Screen%20Shot%202025-04-25%20at%2010.42.30.png) 3\. Select **Not Started**, **In Progress** or **Completed** to update the status. --- ### Downloading a Form 1\. Navigate to the **Forms** tab on the Employee Profile. ![Screen Shot 2025-04-24 at 16.12.17](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-24%20at%2016.12.17.png?width=634&height=289&name=Screen%20Shot%202025-04-24%20at%2016.12.17.png) 2\. Click the three-dot menu next to the form you'd like to download. ![Screen Shot 2025-04-25 at 10.46.36](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2010.46.36.png?width=688&height=121&name=Screen%20Shot%202025-04-25%20at%2010.46.36.png) 3\. Select **Download Form** to download the PDF document. ![Screen Shot 2025-04-25 at 10.47.53](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2010.47.53.png?width=217&height=156&name=Screen%20Shot%202025-04-25%20at%2010.47.53.png) Note: Forms can only be downloaded if they have been **edited** and **saved** at least once. --- ### **Managing Forms on the Employees Page** ### Filtering Employees by Assigned Forms 1\. Navigate to the **Employees** page. ![Screen Shot 2025-04-25 at 11.03.02](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.03.02.png?width=688&height=240&name=Screen%20Shot%202025-04-25%20at%2011.03.02.png) 2\. Open the **Filters** menu and navigate to the **Forms** filter. ![Screen Shot 2025-04-25 at 11.04.38](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.04.38.png?width=304&height=612&name=Screen%20Shot%202025-04-25%20at%2011.04.38.png) 3\. Select the Form/s you'd like to filter by and click **Apply**. ![Screen Shot 2025-04-25 at 11.06.26](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.06.26.png?width=257&height=673&name=Screen%20Shot%202025-04-25%20at%2011.06.26.png) 4\. The list will update to display only employees assigned to the selected form. --- ### Bulk Assigning, Removing and Downloading Forms 1\. Navigate to the **Employees** page. ![Screen Shot 2025-04-25 at 11.03.02](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.03.02.png?width=688&height=240&name=Screen%20Shot%202025-04-25%20at%2011.03.02.png) 2\. Select relevant employees from the list and click the **Actions** menu. ![Screen Shot 2025-04-25 at 11.22.54](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.22.54.png?width=688&height=146&name=Screen%20Shot%202025-04-25%20at%2011.22.54.png) 3\. Choose from:  ![Screen Shot 2025-04-25 at 11.24.21](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.24.21.png?width=193&height=243&name=Screen%20Shot%202025-04-25%20at%2011.24.21.png) - **Add to Form** - Choose the Form and click **Add** to assign the selected form to all selected employees. ![Screen Shot 2025-04-25 at 11.26.56](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.26.56.png?width=353&height=254&name=Screen%20Shot%202025-04-25%20at%2011.26.56.png) - **Remove from Form** - Choose the Form and click **Remove** to remove the selected form from all the selected employees. ![Screen Shot 2025-04-25 at 11.28.14](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.28.14.png?width=362&height=256&name=Screen%20Shot%202025-04-25%20at%2011.28.14.png) - **Download Forms** - Choose the Form you'd like to download.  Additionally you can also filter the forms by **Status** if desired.  Then click **Download**. ![Screen Shot 2025-04-25 at 11.31.37](https://help.nevvon.com/hs-fs/hubfs/Screen%20Shot%202025-04-25%20at%2011.31.37.png?width=380&height=381&name=Screen%20Shot%202025-04-25%20at%2011.31.37.png) --- ### **Tracking Form Status with Reports** ### Generating a Form Status Report To generate a **Form Status Report**, please follow the steps outlined in our [Reports Tab](https://help.nevvon.com/knowledge/reports?hsLang=en) article.              - [Help for Caregivers](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#main-content) - [Getting Started](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#getting-started) - [Self-Directed Support](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#self-directed-support) - [Rewards and Recognition](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#rewards-and-recognition) - [Other](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#other) - [Still Need Help?](https://help.nevvon.com/knowledge/help-for-caregivers?hsLang=en#still-need-help) - [Help for Managers](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#main-content) - [Getting Started](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#getting-started) - [Panel Settings](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#panel-settings) - [Core Actions](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#core-actions) - [Classroom Management](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#classroom-management) - [Forms](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#forms) - [Quizzes](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#quizzes) - [Reports](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#reports) - [Surveys](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#surveys) - [Supporting Your Employees](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#supporting-your-employees) - [Other](https://help.nevvon.com/knowledge/help-for-managers?hsLang=en#other) [mailto:support@nevvon.com](mailto:support@nevvon.com) Copyright © 2025, Nevvon