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Resetting forms

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This article will help users when they need to reset a form that is no longer necessary. This removes the form from the locked event. 

The instructions can also be found by downloading the support document Resetting Forms in Phoenix. 

Resetting a User Created Form

A form that was created and saved but is no longer needed can be reset from the Event Overview. Any form that is reset will not be included in a compliance check and will not appear in the locked event. Forms that can be reset are required forms that were created when the user makes choices on another form (referred to as Hidden forms) as well as optional forms.

A form can be reset even if it has been completed and saved. It is not necessary to delete the information before resetting it. In order to reset a form, you must first reverse the steps taken to create it. For example, to reset the Transportation Form you must first change your response on the Transportation Decision Form to one of the choices that does not create the Transportation Form (i.e. Not Needed). The Transportation Form will disappear. Then return to the Services Summary Form and change the choice to The student does not require transportation as a related service (if appropriate). The Transportation Decision Form will disappear. Save the Services Summary Form and continue with Step 4 below.

Resetting a Hidden required form (i.e. BIP form) that has been saved:

  1. Return to the form where the decision was made that created the form (in this example – Special Considerations).

  2. Change the choice that created the form to the opposite (in this example uncheck the box for Behavior Intervention Plan). The form that is not needed will disappear from the forms list but will continue to print until the rest of the steps are followed.

  3. Save the form (Special Considerations).

  4. Return to Event Overview. The form no longer appears on the Forms List panel or the Event Overview.

  5. The Reset Optional Forms button appears at the bottom of the Event Overview.

  6. Click Reset Optional Forms. The Reset Optional Forms window opens listing all forms that can be reset.

  7. Check the box for each form you wish to reset.

  8. Click Save.

  9. Click Reload Event Data or Validation Check.

  10. Status for the form will change to Not Modified.

If the form you wish to reset does not appear in the Reset Optional Forms window check to be sure you have changed the response that created the form.

If you find you need a form you have reset it can be reopened. Return to the form that created it and change the choice back (in this example, return to Special Considerations and recheck the box for Behavior Intervention Plan). Enter information into the form and save it.

If information was entered and saved in a form, just making the form disappear will not reset the form. If you do not complete steps 4 – 11 above, the form will still be included in the locked event.

Resetting an Optional Form

Optional forms (forms without a star on the Event Overview such as the Excusal in an IEP event) can be reset on the form or using the Reset Optional Forms feature.

To reset when on the form:

  1. Save the form.

  2. Click Set Status to Not Modified at the bottom of the form.

  3. Choose Yes in the Confirmation window.

  4. The information will not disappear from the form but the Form Status will change to Not Modified on the Event Overview. The form will not be included in the locked event.

To reset using the Reset Optional Forms feature:

  1. Save the form.

  2. Return to Event Overview.

  3. Click Reset Optional Forms. The window will open.

  4. Check the box for the form you wish to reset.

  5. Click Save.

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