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As a Regional Administrator, you can edit existing forms to update the Name and Description of a form or change the Default or Visible selection. If you need to make changes to questions or fields on a form, you can do that through the Design process.
Note: When you edit a form, you cannot change the form Type.
In the Regional Availability section, identify which providers you want to have access to the form.
If you want the form to be available for... | Then... |
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All providers in the region, | Verify the default Form available for all providers in the region is selected, |
Selected providers in the region, | Click Form available for selected providers in the region, Click Add Providers. The Add Providers window opens with provider labels on the left and providers on the right. If necessary, on the left, select label check boxes and click Search to filter the list of providers. Select the check box for providers you want to include. Click Confirm. |
In the Regional Availability section, identify which user roles you want to have access to the form.
If you want the form to be available for... | Then... |
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All user roles in the region, | Verify the default Form available for all user roles in the region is selected, |
Selected user roles in the region, | Click Form available for selected user roles, In the list, select the check box for user roles you want to include. |