Forms Admin Side v.3.22.2023

Administrator Guide

March 22, 2023

Forms 

*Click on the Forms menu tab to bring up the following sub-menus;

Form Instance Recovery

*This tool allows Org Admins to Restore or Permanently Delete instances of Forms that have been deleted within an Incident.

1. Expand the folder and locate the Form to Restore or Permanently Delete.

2. Click the Restore button to re-add the Form to the Form Templates list

3. Click the Permanently Delete button to remove the Form instance from the system.

4. Click the Close button to close Form Instance.

Form Template Administration

An Org Admin may insert and edit their organization’s forms as they see fit. The Template Files must be premade by the Organization before they can upload and be used operationally.  

To Add a Template

1. Click on the Insert New Template button.

2. Select a Template File.

3. Select Instructions File.

4. Add Template Name.

5. Optionally, you can add a Template Description.

6. Click Save Template.