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Monitor & approve packet submissions

[For Admins + Managers] Learn how to monitor shared packets, review submissions and approve.

Audrey avatar
Written by Audrey
Updated this week

Once a packet is shared, you can easily track the status of the packet, such as if the family is still in progress or has yet to start. This helps identify families who you may need to Message as a reminder to complete forms.

Once packets have been submitted and reviewed, you can mark the packet as approved.


View packet progress

After sharing a packet, providers can view the status of a packet to see who has completed it or are in still progress. You can message families right from the packet page to send a reminder to complete the packet.

  1. Login on the web

  2. In the left sidebar, click Admissions > Admissions packet

  3. Click the packet name, then select the Submission tab

  4. Review the Status column

💡Tip: Click Actions > Message next to the packet row to message families in brightwheel.


Approve packet submissions or request changes

Providers can review individual forms from the Paperwork tab but often prefer reviewing the entire packet at once. Take these steps to review a packet holistically to approve or request changes as needed.

  1. Log in on the web

  2. Click Admissions > Admissions packet in the left sidebar

  3. Select the packet, then Actions > Review all on a student row

  4. In the top right, click Form Actions > Approve or Request changes

  5. Click Next to review each form


Understanding a packet's status

The Status column will tell you the overall status of the packet, such as if families completed the packet or if the provider approved it. Review the packet status key below:

  • Not started: The packet has been shared, but no action taken by the family

  • In progress: At least one form has been started or viewed by the family, but not all have been submitted

  • Needs review: All forms are submitted, but not yet approved by the admin

  • Completed: All forms are submitted and approved by the admin

  • Changes requested: Admin has requested changes to at least one form

Note: The overall packet status may differ from individual form statuses. Review our definitions of form statuses.


FAQs

How can I request changes to a form submitted in a packet?

Providers can request changes as usual through the Paperwork tab, which will reopen the submitted packet for the family. Once the request is made, families can review the packet to see which forms require updates and then resubmit it.

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