Once a family submits a form in brightwheel, you'll want to review it and then you can either approve it or request changes if the family missed a field, or included incorrect information.
You can also review the status of a form to see a family's progress or to send a message reminder to complete the form.
View the status of a form
You can view a shared form's completion status in a couple of different ways.
From the Forms & Requests tab
You can also choose to just open the form directly from the Forms & Requests tab if you just want to see what the status is for all students with whom the form was shared.
Navigate to the Paperwork page on the web
On the Forms & Requests tab, use the available filters to narrow down the results
Search the form name
Filtered by Shared, Unshared, or Closed status
Use the Order By drop-down to sort by Name, or Recent activity
Locate and click the desired form to view the current status
💡 Tip: Use the Refresh button at the top of the Forms & Requests tab or from within the form to see any new form submissions.
From the Admissions Dashboard
From the Admissions Dashboard
If you want to see all related Admissions information in one place, using the Admissions Dashboard to view form completions is a great idea.
Go to the Admissions Dashboard on the web
Use the available filters to narrow down student results
View the Pending Forms column to see the shared form's completion status
Click on the hyperlinked text in this column to open the student's profile to the Forms & Requests tab
Click the Actions dropdown menu and select Go to Form to view the current status
From the Form submission status Report
From the Form submission status Report
Run, download, or print a report showing the status of all forms shared at a program. For steps to access this report, please visit our Form submission status Report resource.
What a form status means
Any action taken on a form will update the shared form’s status.
Shared - The form has been sent to the parent but no action has been taken
In Progress - The form has been viewed or started by a parent but has not been completed
Submitted - The parent has completed the form and is awaiting review
Viewed - The completed form has been viewed by the center but no action was taken
Approved - The submitted form was appropriately completed and reviewed
An approved form will immediately update any field tied to the student’s profile
Changes Requested - The center has requested changes and resent the form to parents for them to resubmit.
ℹ️ Parent-level contacts can also see a form's status from their brightwheel account on the web.
Approve submissions
In order to ensure data integrity and verify the parent has correctly submitted the information requested, forms need to be reviewed by the program. Administrators can can approve the submission, or request changes from the guardian.
Selecting Approve will automatically update the form status. Selecting Approve and Update will automatically update the student profile with any information entered for only the preset brightwheel questions included on the form.
Log in on the web
Click Paperwork in the sidebar menu
Select the form's name to open submissions
Next to individual submissions with a status of Submitted, click Actions > Review
Review the form, then at at the bottom, click Select an action > Approve submission
💡Tip: If approving forms within a packet, you can review the entire packet at once by following steps to Review packet Submissions.
Request changes from families
In order to ensure data integrity and verify the parent has correctly submitted the information requested, forms need to be reviewed by the program. Administrators can request changes from the guardian if information is missing or incorrect.
Once changes are requested, the form will be resent to parents via email detailing what you've requested. Parents can make the requested changes and resubmit the form.
Log in on the web
Click Paperwork in the sidebar menu
Select the form's name to open submissions
Next to individual submissions with a status of Submitted, click Actions > Review
Review the form, then at at the bottom, click Select an action > Request changes
Note: Requesting Changes to a form can only be done when the form is not yet approved. If a form has already been approved but changes are needed, you can re-share the same form with parents to allow them to resubmit current information.
