🆕
New:
Managers Can Now Stop or Delete Forms Started by OthersManagers and admins can now remove or reassign forms that were started by another user, like a parent or caregiver, without needing developer support. This change eliminates stuck or incomplete forms, reducing cleanup work and improving data accuracy.
💡 Why It Matters
Previously, only the original form initiator could close or delete a form, causing incomplete forms to linger in client records. This update gives clinical and admin teams full control to manage form sessions and maintain cleaner files.
🧭 What’s New
🗂 Manager Form Controls
– Managers can now delete or reassign in-progress forms directly from both Home
and Files
pages.🔄 Reassign Option
– Easily reassign a form to another user (with a familiar dropdown experience matching “Assign form”).🧹 Unified Deletion Behavior
– Deleting a form from Home automatically removes it from Files (and vice versa).💬 New Success Toasts
– Green confirmation messages now appear when forms or files are deleted (“Form has been deleted” / “File has been deleted”).✏️ Updated Icons
– New pencil-and-lines icon distinguishes forms in progress from completed PDFs.🧰 Privilege Updates
– The Edit Scheduled Sessions
and Delete Scheduled Sessions
privileges now also apply to form actions.⚙️ Additional Details
- 🧩 Applies to Parent/Caregiver, Manager, and Admin workflows.
- 🛡️ Managers can stop or delete forms already in progress; non-managers cannot.
- 🔕 Notifications and audit logs for deletions are not part of this release (planned separately).
👉 Learn more: Client Forms