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Make Custom Forms Available for QCC Review

Learn how to configure a custom form so a Qualified Credentialed Counselor (QCC) can review it. By following these steps, you'll set up the required review permissions quickly and accurately.

Step 1: Click your user menu, displayed as your name in the upper right corner of the screen.Image

Step 2: From the dropdown, select System Configuration.Image

Step 3: In the System Configuration Dashboard, locate and click Custom Forms in the left-hand menu.Image

Step 4: Find the custom form you want to update. Click the blue pencil icon to open it.Image

Step 5: Inside the form builder, expand the Master Form Configuration Panel.ImageScroll through the panel until you see the setting labeled QCC may be required.Image

Step 6: Check the box for QCC may be required.Image

Step 7: Scroll to the bottom of the Master Form Configuration Panel and click the Save button. Make sure you use the save button in the panel, not the one at the bottom of the builder.Image

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After saving, you’ll return to your form list. Your document is now set for QCC review. That’s it—you’ve successfully configured the QCC requirement!