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Home > EMResource > Guide - Form Configuration > Create a Form Template


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If you have the appropriate rights, you can create new form templates and questionnaires. As part of this process, you specify the users and resources that can activate the form and complete it. You also specify the users and/or resources that are to receive the completed form.

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The Form Configuration page shows the title and description of each form. It also indicates whether the form is configured and/or active.

The workflow for creating your form differs based on the

option

options you choose

from each of the following fields:

in the Form Activation and Completed Form Delivery fields. The procedures below coincide with these options. 

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  • Form Activation

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  • Completed Form Delivery

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Refer to the appropriate procedure based on the form activation option you choose.

Your next step when creating a new form template is to configure your form's questionnaire.

Note the following about form creation:

  • Refer to About Form Configuration for detailed field definitions.

  • In these procedures, when you need to specify users and/or resources who are responsible for the form, you can use the search fields toward the top of the page to search by role, resource type, and/or user ID.

  • Typically, a form is completed by a user or a resource, not both. If you specify both, the system delivers it to both. This means the user

can

  • may receive duplicate forms—one directed to the user and a second to the user's resource.

To activate for another user to complete
Anchor
UserToActivate
UserToActivate

To activate for another user to complete

(User initiate & Other To Fill Out) 

Use this procedure to configure forms that are activated when a user initiates the form and sends it to be completed by someone else.

The workflow differs slightly depending on the option you select for Completed Form Delivery.

From any page, open the Form menu and click

  1. In the main menu, click Form and then click Configure Forms. The Form Configuration page opens.

  2. Click Create New Form Template. The Create New Form Template page opens.

In

  1. For Title, enter the name of the form template

's title or name

  1. .

In
  1. For Description, enter
a description of the
  1. details about when and/or why to use this form template.

  2. In the Form Activation list, select User Initiate & Other To Fill Out.

  3. In the Completed Form Delivery list, select how you want the completed form

is

  1. to be delivered

:

  1. .

    • User To Individual Users

    • User To Individual Resources

    • User To Users and Resources

    • Template Defined

Select the notification method(s) for this form (

  1. For How to notify,select the

form has been completed)

  1. checkboxes for the completed form notification methods.

From

  1. In the Notification Sound list, select the sound

you wantClick Next. The

  1. .

Tip: To hear the sound you selected, click Play.

  • In Mandatory, indicate whether form completion is mandatory.

  • In Active, indicate whether this form is active.

    1. For Mandatory, select the checkbox if you want form completion to be required.

    2. For Active, select the checkbox if you want the form to be immediately available.

    3. Click Next. The 

    1. Users to Fill Out Form

    page

    1.  page opens.

    2. Select the

    user(s) who are

    1. users responsible for completing the form.

    Click

    1. Click Next.

    The

    1. The Resources to Fill Form

    page

    1.  page opens.

    2. Select the

    resource(s) that are

    1. resources responsible for completing the form.

    Click Next. The Form Security Settings page or Users to Receive Completed Form page opens

    1. Click Next. 

    2. Take one of these actions.

      If
    you see the
    1. the...Then...
      Form Security Settings page
    :
    1. opens,

      1. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration page

    re-

      1. opens. Your new form appears in the list.

    If the page you see is
    1. Users to Receive Completed Form page opens,
    :

      1. Select one or more recipients for the completed form.

    Click

      1. Click Next.

    The

      1. The Form Security Settings

    page

      1.  page opens.

      2. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration page

    re-

      1. opens. Your new form appears in the list.

    anchorActivateYourself

    ActivateYourself

    To activate and complete the form yourself
    Anchor
    ActivateYourself
    ActivateYourself
    (User initiate & Fill Out Him/Herself)

    Use this procedure to configure forms that a single user activates and completes. With this option, the activator can choose to receive confirmation that the form was received and acknowledged (Read Receipt option).

    The workflow differs depending on the option you select for Completed Form Delivery.

    From any page, open the Form menu and click

    1. In the main menu, click Form and then click Configure Forms. The Form Configuration page opens.

    2. Click Create New Form Template. The Create New Form Template page opens.

    In

    1. For Title, enter the

    title or

    1. name of the form template.

    In
    1. For Description, enter
    a description of the
    1. details about when and/or why to use this form template.

    2. In the Form Activation list, select User Initiate & Fill Out Him/Herself.

    3. In the Completed Form Delivery list, select how you want the completed form

    is

    1. to be delivered

    :

    1. .

      • User To Individual Users

      • User To Individual Resources

      • User To Users and Resources

      • Template Defined

    Select the notification method(s) for this form (
    1. For How to notify,select the
    form has been completed)
    1. checkboxes for the completed form notification methods.

    2. If you chose to deliver the form to individual users or individual resources, select or clear the Read Receipt check box, as appropriate.

    From

    1. In the Notification Sound list, select the sound

    you wantIn

    1. .

    Tip: To hear the sound you selected, click Play.

    1. For Mandatory,

    indicate whether the form is mandatory.

  • In Active, indicate whether this form is active.

    1. select the checkbox if you want form completion to be required.

    2. For Active, select the checkbox if you want the form to be immediately available.

    3. Click Next. 

    4. According to your selection on the Completed Form Delivery list, take one of these actions

    Click Next. Based on the page that opens, following the appropriate procedure, below

    1. .

      If you selected...Then...
      User To Individual Users
    in Completed Form Delivery, the
    1.  

      The Define Completed Form Delivery Choices - Users

    page

    1.  page opens.

      1. Select

    users by doing one of the following: select

      1. All Users

    or clear

      1.  or clear All Users

    and

      1.  and then select individual users.

    Click

      1. Click Next. The

    Form

      1.  Form Security

    Settings

      1. Settings page opens.

      2. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration page

    re-

      1. opens. Your new form appears in the list.

    If you selected
    1. User To Individual Resources
    in Completed Form Delivery, the

    1. The Define Completed Form Delivery Choices - Resources

    page

    1.  page opens.

      1. Select

    resources by doing one of the following: select

      1. All Resources

    or clear

      1.  or clear All Resources

    and

      1.  and then select individual resources.

    Click

      1. Click Next.

    The

      1. The Form Security Settings

    page

      1.  page opens.

      2. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration page

    re-

      1. opens. Your new form appears in the list.

    If you selected
    1. User To Users and Resources
    in Completed Form Delivery, the

    1. The Define Completed Form Delivery Choices - Users

    page

    1.  page opens.

      1. Select

    users by doing one of the following: select

      1. All Users

    or clear

      1.  or clear All Users

    and

      1.  and then select individual users.

    Click

      1. Click Next.

    The

      1. The Define Completed Form Delivery Choices - Resources

    page

      1.  page opens.

      2. Select resources by doing one of the following:

    select

      1. select All Resources

    or clear

      1.  or clear All Resources

    and

      1.  and then select individual resources.

    Click

      1. Click Next.

    The

      1. The Form Security Settings

    page

      1.  page opens.

      2. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration page

    re-

      1. opens. Your new form appears in the list.

    If you specified
    1. Template Defined
    in Completed Form Delivery, the

    1. The Users to Receive Completed Form

    page

    1.  page opens.

      1. Select one or more recipients for the completed form.

    Click

      1. Click Next.

    The

      1. The Form Security Settings

    page

      1.  page opens.

      2. Select the settings for the appropriate users: Activate Form

    and

      1.  and/

    or

      1. or Run Report.

    Click

      1. Click Save.

    The

      1. The Form Configuration

    page

      1.  page re-opens. Your new form appears in the list.

    anchorStatusChange

    StatusChangeFrom any page, open the Form menu and click

    To make the system activate the form upon a status change
    Anchor
    StatusChange
    StatusChange
    (As Certain Status Changes)

    Use this procedure to configure forms that the system activates when the specified status type is changed to a particular value

    :

    .

    1. In the main menu, click Form and then click 

    1. Configure Forms. The Form Configuration page opens.

    2. Click Create New Form Template. The Create New Form Template page opens.

    In

    1. For Title, enter the

    title or

    1. name of the form template.

    In
    1. For Description, enter
    a description of the
    1. details about when and/or why to use this form template.

    2. In Form Activation, select As Certain Status Changes.
      Note:

    The

    1. The Completed Form Delivery field

    shows the value

    1. defaults to Template Defined

    . You

    1. and you cannot change

    the value

    1. it for this type of form activation.

    Select the notification method(s) for this form (
    1. For How to notify,select the checkboxes for the
    form has been completed)
    1. completed form notification methods.
    From

    1. In the Notification Sound list, select the sound

    you want

    1. .

    Tip: To hear the sound you selected, click Play.

    In Click Next. The

    1. For Mandatory,

    indicate whether the form is mandatory.

  • In Active, indicate whether this form is active.

    1. select the checkbox if you want form completion to be required.

    2. For Active, select the checkbox if you want the form to be immediately available.

    3. Click Next. The 

    1. Form Activation Status Type

    page

    1.  page opens.

    2. Select

    the

    1. the Status Type.

    2. Click

    the

    1. the Select Status Type

    button

    1. .

    The

    1. The Form - Status Change Setting

    or

    1.  or Set Numeric Status

    page

    1.  page opens.

    Tip

    1. Note: The options that appear in the page depend on the status type you selected

    in

    1. on the Form Activation Status

    Type page

    1. Type page.

    2. Select one or more changes that will activate the form, such as:

      • Whenever status change (select one or more changes).

      • When to send (status is above or below a specified) value.

    Click

    1. Click Save Configuration.

    The

    1. The Users to Receive Completed Form

    page

    1.  page opens.

    2. Select the

    user(s)

    1. users who are to receive the completed form.

    Click

    1. Click Next.

    The

    1. The Form Security Settings

    page

    1.  page opens.

    2. Select

    the

    1. the Run Report

    setting

    1.  setting for the appropriate users.

    Click

    1. Click Save.

    The

    1. The Form Configuration page

    re-

    1. opens. Your new form appears in the list.

    AnchorPredefined

    PredefinedFrom any page, open the Form menu and click

    To make the system activate the form automatically at specified times
    Anchor
    Predefined
    Predefined
    (Pre-defined Shifts)

    Use this procedure to configure forms that activate at specific times of the day or during specific shifts

    :

    .

    1. In the main menu, click Form and then click 

    1. Configure Forms. The Form Configuration page opens.

    2. Click Create New Form Template. The Create New Form Template page opens.

    In

    1. For Title, enter the

    title or

    1. name of the form template.

    In
    1. For Description, enter
    a description of the
    1. details about when and/or why to use this form template.

    2. In Form Activation, select Pre-defined Shifts.
      Note:

    The

    1. The Completed Form Delivery

    field

    1.  field shows the

    value

    1. value Template Defined. You cannot change the value for this type of form activation.

    Select the notification method(s) for this form (
    1. For How to notify,select the
    form has been completed)
    1. checkboxes for the completed form notification methods.
    From

    1. In the Notification Sound list, select the sound

    you want

    1. .

    Tip: To hear the sound you selected, click Play.

    In Click Next. The

    1. For Mandatory,

    indicate whether the form is mandatory.

  • In Active, indicate whether this form is active.

    1. select the checkbox if you want form completion to be required.

    2. For Active, select the checkbox if you want the form to be immediately available.

    3. Click Next. The 

    1. Form Shift Delivery Options

    page

    1.  page opens.

    Select

    1. For Template to be delivered every, select the shifts during which the form is

    to be delivered (Template

    1. to be delivered

    every)

    1. .

    2. Specify a time for each shift you selected.

      Tip: Time is in the 24-hour format.

    That is

    1. For example, for 3:30 PM, select 15 and 30

    in the time fields

    1. .

    Click

    1. Click Next.

    The

    1. The Users to Fill Out Form

    page

    1.  page opens.

    2. Select the

    user(s)

    1. users who are responsible for completing the form.

    Click

    1. Click Next.

    The

    1. The Resources to Fill Form

    page

    1.  page opens.

    2. Select the

    resource(s)

    1. resources that are responsible for completing the form.

    Click

    1. Click Next.

    The

    1. The Users to Receive Completed Form

    page

    1.  page opens.

    2. Select one or more users to which the completed form will be delivered.

    Click

    1. Click Next.

    The

    1. The Form Security Settings

    page

    1.  page opens.

    2. Select

    the

    1. the Run Report

    setting

    1.  setting for the appropriate users.

    Click

    1. Click Save.

    The

    1. The Form Configuration page

    re-

    1. opens. Your new form appears in the list

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