Purpose
On the Form Management List page, you can effortlessly create new form schemas. This feature allows users to define the structure and details of each form they need to manage, ensuring quality compliance and consistency.
What can you do with it?
The Create New Form Schema functionality allows you to design and set up forms tailored to your specific needs. By creating a new form schema, you can specify its purpose, link it to relevant procedures, and manage key details seamlessly. This ensures that your team follows the correct processes with consistency and clarity.
How is it done?
Follow these steps to create a new form schema efficiently:
Navigate: Ensure you're on the Form Management List page.
Initiate Creation: Click on Create New Form Schema.
Input Form Details:
Name: Enter the form schema's name to set its identity.
Description: Add relevant details to describe the form's purpose and scope.
Link SOP:
Select the appropriate related SOP using the Data Select option.
Set Permissions:
Use the Checkbox to allow or disallow backdating of the record’s Performed On date.
Important Considerations
Ensure that all information entered is accurate and reflective of your organizational needs.
When selecting a related SOP, verify its relevance to maintain procedural integrity.
Carefully consider who is allowed to backdate forms to maintain data accuracy.
Best Practices
Regularly review and update form schemas to keep them aligned with evolving procedures and standards.
Provide training to team members on how to properly utilize form schemas.
Use clear and concise naming conventions for ease of recognition and use.