Purpose
Within the Form Schema page, this feature enables users to make necessary adjustments by updating a form schema. It simplifies the process of ensuring that your data collection tools remain relevant and effective.
What can you do with it?
The goal of updating a form schema is to provide the flexibility to modify the structure and details of your forms to better align with current operational needs. This enhances clarity, supports version control, and ensures that all relevant procedures are linked and verified.
How is it done?
Access Form Schema:
Navigate to the Form Schema page where all existing schemas are listed.
Select Schema to Update:
Choose the specific form schema you wish to modify.
Update Essential Details:
Name: Enter a unique identifier for your form schema.
Description: Provide detailed information to enhance understanding.
Specify Witness Requirements:
Number of Witnesses: Indicate the required signatures for verification.
Manage Version Control:
Major Version: Define major version changes for tracking.
Minor Version: Note any incremental updates.
Link Related Processes:
Related SOP: Use a data selector to associate the form with the pertinent standard operating procedure.
Set Schema Status:
Archived: Use the checkbox to mark the schema as archived if it's no longer active.
Control Submission Timings:
Allow Backdate: Check this option to permit setting a past submission date.
Important Considerations
Ensure the Name is unique and descriptive to avoid confusion.
Regularly update the Description field for clarity and accuracy.
Carefully check the Archived status, as it affects visibility and access.
Only allow backdating when necessary to maintain data integrity.
Best Practices
Review each form schema periodically to ensure all elements are up-to-date.
Use clear, concise names and descriptions that both team members and external collaborators can easily understand.
Maintain a logical versioning system to efficiently track and manage both major and minor changes.
Regularly validate linked SOPs to ensure they are current and relevant to the form schema in use.