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Form Settings: 3. Getting Started

Eogan McCullen avatar
Written by Eogan McCullen
Updated over a month ago

Getting Started

To get started, simply click on the Form Settings icon on the left side of your page.

The Forms page acts as the homepage for this module. Here, the Administrator can view all forms available to the organization and whether each form is enabled or disabled. The Administrator can filter the view by these two categories if your organization has multiple forms or versions of forms. Note that form names and descriptions may vary slightly due to regional or other requirements.

The remainder of this guide will walk you through how to make changes to a Medication Incident form, but the same workflow can be applied to any enabled form.

3.1 Toolbox Icon:

Select the Toolbox icon in the upper right of the enabled form to view a pop-up box with various options displayed to the right. This is a great option for experienced users who know exactly what changes need to be made.

3.2 Next Icon:

Select the Next icon in the middle right of the enabled form to view all current configurations for that form.

3.3 House Icon:

Select the House icon in the bottom right of the enabled form to view a list of all facilities for which that form is enabled.

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