Edit Details
You can edit certain details of the form by selecting the Edit Details option from the Toolbox Icon. The items shown in the figure below can be customized to meet your operational workflow and language requirements.
Form Name: The form name is automatically populated and cannot be changed.
Hover Helper:
A short description or helpful hint for users. A small helper icon appears next to the question or data field. Users simply place their cursor, or hover, over the icon to see the description or helpful hint.
Description: The Administrator can add a custom description to reflect the organization’s workflow or language. Various formatting options are also available for the description.
Icon: Select from a list of available icons that can be displayed on your customized form.
Color: Select from a list of available color options that can be displayed on your customized form.
Auto-Close Events: Determine how and when events will automatically close if not closed by the reporter. Select from three options:
On initial submission: Events will be closed immediately when the user clicks Save. If re-opened they will need to be manually closed.
After a specified number of days: Events will be auto-closed between just before/after midnight on the specified Days to Auto Close.
Never: Events will never auto-close and will need to be manually closed.
Note: Draft and Incomplete events will NOT auto close and if closure rules apply, the event will move to Closure Requested.
Days to Auto Close: Specify the number of days at which events will auto-close. This only applies if the After a specified number of days option is selected.
New Layout (Card UI): This is not a configurable option for Administrative Users and can only be configured by Pharmapod. For questions, please contact [email protected].
Note: All items with a red asterisk are mandatory elements that require a selection.