Create New Template - Sections

Create New Template

To create a new template

• From Home Select Administration
• Select Form Design
• Select [New] from the Form Design Page
• Enter the new template name
• Set the scope of the Template
• Select which type of form you want to create

Note: The scope of the template will determine which Service Agreement/User can use this form when creating a new assessment, referral or task. You will notice the revision for the new template is Revision 1.

Note: At any stage the Form can be saved in draft format and edited later, draft templates can never be selected within the application

Sections

Add New Custom Sections

• Select [New]
• Complete Section Name
• Select Section Type [Custom]
• Select [OK]
• A new section with no questions will be added

Repeat this process until all the Sections are added and complete and then start to add the questions within the sections

Add New Pre-Defined Sections

• Select [New]
• Select a Pre-defined Section Type
• Optionally Change the Name of the Pre-defined section
• Select [OK]
• A Section with the name of the Pre-Defined section is added

If creating a Referral Form Only

• Select which fields within the section are required

Note: Pre-defined Sections cannot be edited, apart from the Section name.

Note: You can only have one of each type of Pre-defined section per Form Template, except for Contacts and Services where multiple are allowed

Note: Contact and Services Sections can be marked as Required, un-selecting the tick will make them Optional

Use Existing Templates to add Sections

• Select the Template where the Section you wish to re-use exists
• Select the Section you want by selecting [+]
• The Section and all its questions will be added

Re-Order Sections

• Drag and drop the sections to the desired order

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

Created with the Personal Edition of HelpNDoc: Create iPhone web-based documentation