| |
How do I generate parts I, II, and III of the SBA 641 form?
The three parts of the SBA 641 form are available as two separate built-in reports. Parts I and II of the SBA 641 are generated as a client report; part III is generated as a counseling session report.
Generating Parts I and II of the SBA 641
As explained next, you can generate the SBA 641 form, parts I and II, for a single client record, a subset of client records, or no specific client record (i.e. a blank form).
- Single client record. To generate parts I and II for a single client, open the client record in view mode and, from the top right-hand corner of the record, click the Report icon and select "Client Intake Form (641 Parts I/II)" from the list of built-in reports.
- Subset of client records. To generate parts I and II for multiple clients at once, create a client subset. With that subset displayed in the client record summary view, click the Report button and select "Client Intake Forms (641 Parts I/II)" from the list of built-in reports.
- No specific client record. To generate a blank SBA 641 form (parts I and II), open the client record summary view (it doesn't matter which client records are displayed in the summary view), click the Report button and select "Blank Client Intake Form (641 Parts I/II)" from the list of built-in reports.
Generating Part III of the SBA 641
As explained next, you can generate the SBA 641 form, part III, for a single counseling session record or a subset of counseling session records. However, unlike parts I and II, you cannot generate a blank SBA 641 part III. The reason is simply because you'll never invite a client to fill this out on their behalf, whereas you might ask a client to fill out parts I and II.
- Single counseling session record. To generate part III for a single counseling session record, open the record in view mode and, from the very top right-hand corner of the record, click the Report icon and select "Counseling Information Form (641 Part III)" from the list of built-in reports.
- Subset of counseling session records. To generate part III for multiple counseling sessions at once, create a counseling session subset. With that subset displayed in the counseling session record summary view, click the Report button and select "Counseling Information Forms (641 Part IIIs)" from the list of built-in reports.
|