Manage a Form

This page explains what you can do to a Quality Monitoring form once it has been created and appears in the Forms Manager grid.

Important

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

From the Forms Manager list you can:

• Save a Form
• Edit a Form
• Delete a Form
• Delete a Question
• Copy a Form
• Preview a Form
• Collapse/Expand a Question Group

Save a Form

Selecting Save enables you to save your form changes.
To save a form you must give it a name.

To 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

To change an existing 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 .

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 in the top right corner of the form.

The form(s) is deleted.

Delete a Question

To 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 next to the question you want to delete.

The question is deleted.

4. Click Save > Save to save your changes.

Copy a Form

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

To create a copy of an existing form:

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.

To preview a form:

1. In a new or existing form click .

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 a Question Group

As you add questions and question groups to a form, the form can become long and 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 to 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 in the group you want to expand or collapse.
   The number in this option specifies the amount of question in the group.

See Also

Create a New Form