Creating a New Form Schema
Navigate to Form Management
Begin by navigating to the Quality and Form Management section of your software.
Create a New Form Schema
Click on the "New Form Schema" button.
Name your new form schema. For example, "Example Form".
Open the Form Builder
Once the form schema is created, click into it. Initially, the form will be unopened or unreleased.
Open the form builder, which consists of three columns: the form view, the current form element list, and the form element list.
Add Form Elements
Add form elements from the list and customize each element as needed.
Organize and Validate the Form
Arrange the form elements in the desired order by dragging and dropping.
Add any required fields.
Test the form to ensure it is valid. A blue tag indicates that the form can be submitted in that state.
Save and Release the Form
Once you are content with the form, update and save it.
Increment the major or minor version as needed (usually by minor increments).
Release the form to make it usable by your colleagues.
Managing Form Versions
Updating an Existing Form
Navigate to the Form Management Page
Go to the Quality section under the form management page to see all available forms.
Update the Form
Open the form builder and make the necessary changes.
After making changes, click the "Update" button to save them. If records have already been processed against the form, update the major or minor version accordingly.
Version Control
The major version is incremented when significant changes are made, often related to SOPs.
The minor version is incremented for technical updates, like fixing typos.
Ensure to release the updated version by clicking the "Release" button. This will automatically unreleased the previous version.
Releasing and Unreleasing Forms
To release a new version, go to the desired version and click "Release".
To unreleased a form, go to the current version and click "Unrelease".