Configure Reporting Options: Tailoring Pharmapod Defaults
This section focuses on how your Organization Manager can streamline existing Pharmapod forms by managing their default options.
If no configurations are set for a selected form, a No Configuration Found message will be displayed. If there are existing configurations, a list of them will be displayed along with a colored dot indicating whether the respective tool or form field is mandatory, optional, or disabled. Configurations can be at the organization level or the facility level.
5.1 Hiding Options: Decluttering Your Forms
You can hide options that are not frequently used or do not apply to your organization's specific workflow.
How to Hide Individual Options:
Navigate to Form Settings > Select the relevant Form (e.g., Medication Incident) > Go to Form Field Settings.
Click on the tool icon
next to the section you wish to modify. Details about each of these options can be found later in this guide.
Form Field Settings
Summary Page Tools
Notifications
Integrations
Reporting Options
Click on the tool icon next to the section you wish to modify (e.g., Incident Details). For any multi-option question, you will see a list of default values.
Click the tool icon next to the specific option you want to hide.
Select "Hidden" from the dropdown menu.
Click Save.
Result on the Form: The hidden option will no longer be immediately visible when filling out a new form. It will be located behind a View more link at the bottom of the section. Clicking View more will reveal all hidden options. Clicking View less will hide the options again.
5.2 Hiding Entire Categories
You can also hide a whole group of options under a main category header, rather than hiding each option individually.
How to Hide a Main Category:
Follow steps 1-2 from How to Hide Individual Options.
Locate the main category header (e.g., Situations with Risks).
Click the tool icon next to the main category header.
Select "Hidden" from the dropdown menu.
Click Save.
Result on the Form: The entire main category and all its associated options will be hidden behind the View more link. Clicking View more will reveal all hidden options. Clicking View less will hide the options again.
5.3 Hiding Multiple Main/Subcategories
You can hide multiple categories or subcategories from the same question.
How to Hide Multiple Categories:
Repeat the steps above for each main/sub category you wish to hide within a question.
All selected items will be hidden on the form view.
5.4 Locked for Facility Update: Centralized Control
Purpose: An Organization Manager can prevent Facility Managers from changing the "hidden" status of specific main or subcategories. This ensures consistency across all facilities if certain options must always be visible or hidden across an organization.
How to Lock: When managing options, click the tool icon 🔒 next to the option/category and select Locked for Facility Update, represented by a padlock icon.
5.5 Reset to Pharmapod Default: Reverting Changes
If you want to undo all customizations made within a specific section and revert to the original Pharmapod default settings, use this tool.
How to Reset a Section:
From the Form Settings overview page, locate the section you want to reset.
Click the tool icon next to the section.
Select Reset to Pharmapod Default, represented by a refresh icon 🔄 .
Confirm the action.
Result: All fields and options within that section will revert to their original Pharmapod default settings.