(School) Manage Forms [EMS]

Erika Jensen -

The Manage Forms page lets you create custom forms for students and/or preceptors you have selected to complete the form.

To add a customized Training form, go to Options/Manage Forms and add a new form. In the Settings tab, select Training from the Type drop-down. See the Manage Training topic for more.

You will see all active, inactive and global forms under the tabs for your school listed on the Manage Forms page.

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To add a new form, click the Add New Form button on the top right of the page.

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Here you will create your new form. The first step is to give your form a title, description and type. Click on the edit link or click the Settings tab to do this.

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Once you have given this information you can choose to enable the form so that you will see it in the Active form tab once you save it. To do that, click the Enabled button on the top right, then click the Save And Refresh to start building your form.

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There are 2 ways to add a field to the form. You can click on any of the green buttons to add the specific form control to your page or you can drag and drop a form control into your page on the right.

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Once you have added a form control to your form, click the  to customize the form fields. A Basic and Advanced tab will show allowing you to add the label of the form field, options, layout, placeholder or help text or if the form is required to answer or not.

Once you have created the form, click the Save button to go back to the Manage Forms page.

If you Enabled your form you will see it listed in the Active tab. If your form is Disabled, you will see it in the Inactive tab.

View/Print Form

To View or print the form, go to the Manage Forms page and click on View in the Actions menu. Scroll to the bottom of the page and click the Print button to print.

Edit Form

If you would like to Edit the form, go to the Manage Forms page and click the Edit link in the Actions column. Make your form changes and click the Save button to return to the Manage Forms page.

Clone Form

If you would like to Clone the form, go to the Manage Forms page and click the Clone link in the Actions column. You will see the title of your form with “- Clone” next to it. Change your forms title, etc. and make any other changes you would like and your existing form will be cloned into a new form.

Note: Make sure to click Enabled if you would like to enable this cloned form! If not, it will appear in your Inactive tab on the Manage Forms page.

 

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