Regional Administrators can copy existing forms to quickly create new forms. Copying a form requires that you accept or change the default Name and Description. According to access and permissions, copying may allow you to assign the form to another region. All other attributes, such as the Type and Regional Availability stay the same.
Initially, copied forms consist of the exact same fields and field configurations as the original. However, fields and field configurations can be adjusted through the Design process.
Note: When you copy a form, you cannot change the Type (Web - Add, Web - Edit, or Mobile) or Regional Availability.
To copy a form
- On the upper right, click System Settings.
- On the left, under Other Settings, click Patient Forms. The Forms Configuration page opens.
- Locate the form you want to copy. On that row, in the Actions menu, click Copy. The Copy Form page opens.
- Enter or edit this information:
- Name - Title of the form, which will be used on the Forms Configuration page and form selection menu.
- Description - Details or information that will help users understand why and when to use the form.
- Copy to Region - According to access rights, allows you to identify the region for which the form will be available.
- Click Save. The Forms Configuration page opens and your new form appears in the list.