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How do I link Tier 2 records within the same Tier 1 folder?

In our example, we will link the Tier 2 "Program Enrollment and Exit" form and Tier 2 "Service Tracking… Step 1: Edit the first Tier 2 form… Step 3: Create a new Tier 2 record

How do I create multiple Tier 2 records with different values at once?

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

How do I create identical Tier 2 records for multiple Tier 1 records at once?

To choose which Tier 1 records should have this Tier 2 record saved under it, select "Pick [Tier 1 Form… Select "Save [Tier 2 Form Name]" from the Record Options palette to create this Tier 2 record for each… Batch Records can only create identical Tier 2 records; they are not available for Tier 1 records and

How do I report on linked Tier 2 forms? (Native Reporting)

Both Tier 2 forms are indented under the Tier 1 form, and the Tier 2 forms are currently inline with… Step 1: Add Tier 1 and Tier 2 fields… This means that both Tier 2 forms are accurately associated with the Tier 1 form, but the report does

How do I attach program enrollments to a Tier 2 record?

In Apricot, you can associate a Tier 2 record (such as an assessment, service plan or case note) directly… Check the box next to any of the enrollments you want to associate the Tier 2 record with… icon to the right of the Tier 2 form name to create a new record for it

How do I report on Tier 2 data attached to Program Enrollments?

Step 4: Add the attached Tier 2 data… Follow the steps listed below to add Program Enrollment data and their attached Tier 2 records in a Native… This will determine which Tier 2 data can be pulled into your report

How do I create multiple Tier 2 records with the Import tool?

Tier 1 form names are left-aligned, whereas Tier 2 forms are indented below them… new Tier 2 records with the Import tool… 1 Record ID for each Tier 2 record you're importing

How do I update multiple Tier 2 records with the Import tool?

Tier 1 form names are left-aligned, whereas Tier 2 forms are indented below them… Each Tier 2 record you create with the Import tool must be matched to an existing Tier 1 record in Apricot… 1 Record ID for each Tier 2 record you're importing

Release Notes 4/15/2021 | 1.51.4 | Edit Tier 2 Records in Connect

permission to edit previously completed Tier 2 records… Edit permissions need to be set by Tier 2 form and by Program… of that Tier 2, whether the record was created in Connect or by internal staff

How do I report on the number of Tier 2 records associated with a Tier 1 form? (ARR)

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… There are Tier 1 forms in this case that have multiple Tier 2s associated with it