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Create Tier 2 Records

This article explains how to create a new Tier 2 record… There are two ways to create a new Tier 2 record from the Document Folder… If you have many Tier 2 forms you can use the Search bar to narrow your choices

Import Update Tier 2 Records

For instructions on how to create new Tier 2 records, click here: Import Create Tier 2 Records… Note: Duplicate Check cannot be used to reconcile Tier 2 records because Tier 2 Duplicate Check only… This article explains how to update Tier 2 records

Import: Create Tier 2 Records

This article explains how to create new Tier 2 records that will live under existing Tier 1 records… Each Tier 2 you create with the Import tool must be matched to an existing Tier 1 record in the system… Because we are creating new Tier 2 records and need to reconcile them to their related Tier 1 records

Tier 1 Forms versus Tier 2 Forms

Tier 2 forms are secondary or child forms that live under a Tier 1 form… Can I change a form from a Tier 1 to a Tier 2 or vice versa?… Tier 2 forms

Duplicate Check on Tier 2 Records

To access duplicate check on a Tier 2 form, open the green gear on a field. 2… Tier 2 Duplicate Check Compatibility… Duplicate Check on a Tier 2 form is not compatible with the following features:

VIDEO | Attaching Enrollment Records to Tier 2 Records

Reporting with Multiple Tier 2 Forms and Linking Fields

Building reports with Multiple Tier 2 forms with Linking Fields… He also has 2 Tier 2 forms as well: Enrollment and Services… Separate tier 2's will not ALWAYS be linked, but they WILL always relate back to the tier 1 form

Finding the Most Recent Answer for a Tier 2 Field

[Tier 2 Record ID] will need to be replaced with the Record ID for the Tier 2 form that you are working… This formula will be set up like this: Last([Field Name] in ([Tier 1 Record ID];[Date Field];[Tier 2… Service Provided comes from the Services Proved Tier 2 form, which is under the Participant Profile Tier

Apricot Results | Counting The Number of Tier 2 Records Associated to a Tier 1

Step 1: Bring in the Record IDs for both the Tier 1 form and associated Tier 2 form… Step 2. Add a Count() to the Tier 2 column… How to count the number of Tier 2 records that have been recorded under an associated Tier 1 Form:

Registration Grid

The registration grid allows an Apricot user to create multiple Tier 2 records for multiple Tier 1 records at the same time… Select "New Tier 2 From Scratch" Or Select "Edit" for the Tier 2 form if you already created one… One Tier 2 form under the registrant Tier 1 form to record details of attendance or participation