Recipe for Paperless Data Collection (2024)

So... I'm fashionably late to the data linky party, but since my methods seem quite different than others', I thought, "What the heck? Let's contribute!"

Recipe for Paperless Data Collection (1)

I have adapted Ruth's Google Form method from Chapel Hill Snippets(check out her great tutorial) just a bit to make my forms a little more universal. This works great for me since I use my Google Drive for EVERYTHING. It's so useful for managing my documents and data from any location or device.

Recipe for Paperless Data Collection (2)

Prep Time: 2-3 hours (once you get the hang of it)
Yield: 60+ individual student forms and spreadsheets full of DATA!

Ingredients:

1 gmail account
1 oz. of patience
a dash of creativity

Instructions:

1. Login to your gmail account and press "Drive" at the top of the page
2. Once you enter your Drive select "Create" and then press "Form" in the top left corner of the page

Recipe for Paperless Data Collection (3)

3. You will then be taken to a window prompting you to choose a title and theme. I like to use my student's name as the form title and something cute for the theme:)

Recipe for Paperless Data Collection (4)

4. Now time to create your form. This part is completely customizable (is that a word?), so I will simply show you how I have found that it works best for me. At the top of my form I include information such as:

Special Education Eligibility:
Related Services:
Current IEP Date:
Current MET Date:

5. For my first entry I want to record student attendance I find that this works best in the down menu (Question Type: Choose from a list).

Recipe for Paperless Data Collection (5)

Fill in required fields:

Question Title: Attendance
Help Text: Record Attendance
Question Type: Choose from a list

1. Present
2. Unable to Participate in Lesson
3. Student Absent
4. Clinician Absent

6. Once fields are complete press "Done" and your drop down will be created.
7. To continue, press "Add Item" near the bottom of the page

Recipe for Paperless Data Collection (6)

8. Repeat steps 5-7 to add additional information

Enter Target Objecitves:

Recipe for Paperless Data Collection (7)


Enter commonly used Activities and Interventions:

Recipe for Paperless Data Collection (8)

Enter Activity Comments (I like to use "Paragraph Text" so that I can enter specific information such as: iPad app used, title of story presented, target vocabulary...)

Recipe for Paperless Data Collection (9)

Enter Levels of Prompting or Cuing:

Recipe for Paperless Data Collection (10)

Enter Accuracy (I like to use "Text" so that I can enter an exact percentage):

Recipe for Paperless Data Collection (11)

Finally, I like to add a Paragraph Text to allow me to record any additional comments:

Recipe for Paperless Data Collection (12)

9. Time to send your form.

Recipe for Paperless Data Collection (13)

* I select all of the optional check boxes in order to give myself many options when submitting my forms

10. You will then be prompted to choose your recipients. I usually email the form for myself (and maybe the classroom teacher). This allows me to open the form on my PC to save the form to my desktop and on my iPad to save to my homescreen. I can collect data ANYWHERE!

Recipe for Paperless Data Collection (14)

11. Once to select "Done" you will be prompted to "Choose Response Destination." This is where your data will be collected nice and neatly once you press "Submit" on the bottom of your form. You can decide whether you would like to create a new spreadsheet or add a new sheet to an existing spreadsheet. Give your new spreadsheet a name (again, I use my student's name), click create, and Google will generate your sheet which will be saved on your Google Drive.

Recipe for Paperless Data Collection (15)

My final form looked like this:

Recipe for Paperless Data Collection (16)

After 2 submissions, this is what my spreadsheet looked like:

Recipe for Paperless Data Collection (17)

As you can see, Google created a timestamp when i pressed "Submit" on my form and organized all my data into a wonderful little spreadsheet. This really comes in handy when I'm ready to bill Medicaid (copy/paste).

12. One student down, 59 (give or take) left:) This is where a "universal" form comes in handy. It gives you a template that just needs to be slightly modified for each student. To do this, return to the student's form and click "File>Make a Copy"

Recipe for Paperless Data Collection (18)

13. You will then be prompted to name your new form (I usually use the student's name)

Recipe for Paperless Data Collection (19)

14. Select "OK"
15. Make any modifications to personalize the form for you new student (i.e. target objectives, specific activities, specific prompts...).
16. Repeat steps 9-14 for all additional students on your caseload

Phew! I know that it may seem like A LOT of work up front, but once you get the hang of it, it goes quite smoothly. And trust me, it will save you lots of time (and trees) down the road!!

Recipe for Paperless Data Collection (2024)

FAQs

How to go completely paperless? ›

30%
  1. Remember your backups. Though digital documents can be more secure than physical ones, that doesn't mean they're failsafe. ...
  2. Make your system accessible. ...
  3. Prioritise training. ...
  4. Reduce or remove your printers. ...
  5. Create a paperless filing system. ...
  6. Enable digital scanners. ...
  7. Use tech to your advantage.

How do you go paperless with a digital filing system? ›

Use a document scanner or scanning apps to scan notes, documents, images and more so they're all in one digital location. Excellent scanning apps include CamScanner, Evernote Scannable and FineScanner. Use online faxing services to go paperless. If your business still relies on faxing, turn to an online fax service.

How to encourage people to go paperless? ›

Here are 6 easy ways to encourage customers to go paperless:
  1. ONLINE EXPERIENCE. You have to make their online experience easy. ...
  2. GIVE HISTORY. Paper statements can only give so much before you're mailing a novel. ...
  3. EXPLAIN THE BENEFITS. ...
  4. USE SAVINGS AS AN INCENTIVE. ...
  5. REWARD THE SWITCH. ...
  6. CHARGE A FEE.

Can banks force you to go paperless? ›

The Protecting Against Paperless and Electronic Requirements (PAPER) Act protects access to paper bank statements through two measures: Requiring that banks give customers the option to receive paper statements. Prohibiting banks from withholding paper services unless customers switch to all digital statements.

Is the government going paperless? ›

Using IRA resources, the IRS is launching an ambitious plan to ensure that by filing season 2024, taxpayers will be able to go paperless if they choose to do so, and by filing season 2025, the IRS will achieve paperless processing digitizing all paper-filed returns when received.

How do I convert my office to paperless? ›

How to convert to a paperless office
  1. Invest in a scanner.
  2. Decide how to organize your digital files.
  3. Request paperless statements and bills.
  4. Send invoices and purchase orders via email.
  5. Share all documents online.
  6. Convert paper forms to online forms.
  7. Encourage electronic note-taking.
  8. Make meetings paperless.
Jan 29, 2024

How do you convert paper files to digital records? ›

Get access to a scanner.

It can help you align and produce quality images, and, with OCR software (optical character recognition) can recognize and convert text into an accessible electronic format. A third option is to use the document scanning services of a company that does just that.

What are the disadvantages of paperless? ›

Here are just some of the disadvantages of switching to a paperless office:
  • #1: Dependence on technology. If all of your work is electronic, what do you do if your laptop breaks? ...
  • #2: Health problems. ...
  • #3: Disposing of electronics. ...
  • #4: Security. ...
  • #5: Professionalism. ...
  • #6: Making notes. ...
  • #7: Networking. ...
  • #8: Carbon debt.

How do you store all your paperwork? ›

Stop searching high and low for papers and receipts. Instead, an effective way of organizing important documents is to use a lidded file box. Stackable plastic bins are also an option for keeping paperwork in order. Designate an hour each month to sort through the containers to stay organized.

How to digitize office files? ›

Scanning is the most common method of digitizing paper documents. Commercial scanners come in all shapes and sizes, with many available which can rapidly scan documents.

What are the arguments against going paperless? ›

By going paperless, or imposing fees to choose paper, we risk excluding people from essential information and services like prescription information or Social Security benefits. Printed materials offer accessible options for those with disabilities like vision impairments or dyslexia.

How do I go paperless with documents? ›

12 Tips for Going Paperless At Home
  1. Digitize Your Documents. ...
  2. E-Bills and Statements. ...
  3. Digital Notes and Lists. ...
  4. E-Books and Digital Reading. ...
  5. Streamline Your Mailbox: Tackling Junk Mail. ...
  6. Optimize your Scheduling with Digital Calendars. ...
  7. Online Banking and Electronic Payments. ...
  8. Cloud Storage Solutions.

How do you tell customers we are going paperless? ›

Here is an email template or a letter to customers example:

Our company is very pleased to inform you that starting next month, we will no longer be sending out paper invoices, receipts, forms, reports, tax returns, paychecks or letters. All correspondence will now be distributed to you via email.

Can my employer force me to go paperless? ›

The Federal Fair Labor Standards Act (FLSA), does not require an employer to provide pay stubs to employees. Rather, employers are required to keep accurate recordkeeping of hours worked and wages paid. Whether or not you can require paperless pay stubs comes down to the state the employee works in.

Is it safer to go paperless? ›

Paperless statements do away with the potential of your statement being lost or stolen in the mail. As a result, you may enjoy protection from paper statements winding up in the hands of identity thieves. They also prevent snooping roommates from learning about your finances.

How much does it cost a company to go paperless? ›

$7,750 per month by moving 50% of customers to paperless. $10,850 per month by moving 70% of customers to paperless. $13,950 per month at 90% - that's $167,400 per year!

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