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Manage a Form

Once a Quality Management form is created and appears in the Forms Manager grid, you can:

Important
Forms associated with one or more evaluations, or an active evaluation, cannot be edited, deleted and/or deactivated.


Save a form

  1. Create a new form or open an existing form.
  2. Configure the form.
  3. Click Save > Save. The form is saved.

Edit a form

  1. Select Quality > Forms Manager. The list of existing forms appears.
  2. Click the name of the form you want to edit. The specific form is opened.
  3. Change the form. 
  4. Click Save to save your changes.

Delete a form

You can delete a form(s) in one of two ways. 

To delete one or more forms:

  1. Select Quality > Forms Manager. The list of existing forms appears.
  2. Select the check box associated with the form(s) you want to delete.
  3. Above the Forms Manager list click Delete Smicon delete.png. The form(s) is deleted.

To delete a specific form:

  1. Select Quality > Forms Manager. The list of existing forms appears.
  2. Click the form you want to delete. The specific form is opened.
  3. Click Delete Smicon delete.png in the top right corner of the form. The form(s) is deleted.

Delete a form question

  1. Select Quality > Forms Manager. The list of existing forms appears.
  2. Click the form whose question you want to delete. The specific form is opened.
  3. Click Delete Smicon delete.png next to the question you want to delete. The question is deleted.
  4. Click Save > Save to save your changes.

Copy a form

Select Save As to create a copy of the form you are currently creating/editing. 

  1. Open the form you want to copy.
  2. Click Save > Save as.
  3. Enter a form name. A copy of the form is created and is listed in the Forms Manager grid.

Preview a form

As you add questions and question groups to a form, you may want to see how the form appears to users.

  1. In a new or existing form, click the Preview Form icon Previewform.png. The form appears in a new window as it will appear when accessed by a user.
  2. Click X in the top right corner of the Preview Form window to close the preview.

Collapse / expand all form groups

As you add questions and question groups to a form, the form can become long. You may want to either collapse all the groups or see specific groups while hiding others. 

To collapse/expand all the groups:

  1. In a new or existing form, click the Collapse/Expand questions icon Collapseexpand.pngto expand or collapse all the question groups.

To collapse/expand a specific group:

  1. In a new or existing form, click the Collapse/Expand questions icon Collapseexpandspecific.png in the group you want to expand or collapse.

The number in this option specifies the amount of question in the group.

This page was last modified on January 15, 2019, at 08:00.

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