1. Get started by clicking the overflow menu (three vertical dots) and then selecting FORMS.
The Forms screen opens for the currently selected space.
2. Forms for xxxxxxxx - This identifies the Forms screen is open and the currently selected space, Elm Street in this example.
- For forms to appear on this list, they must be tagged with the location of OCCUPANCY in Form DesignEHR.
- The table for these custom forms must have a SPACE column.
- A field on the form must be mapped to the SPACE column.
3. Attached Forms - This lists any forms that contain data for the currently selected space.
- These are listed above the horizontal dividing line.
- Clicking on a form in the list allows the user to view the current information.
- The form will display in the right-hand pane.
- An orange vertical line indicates the currently selected form.
-
- (a) This is the currently selected form.
- (b) The last saved form is displayed.
- (c) Select New to create a form with new data. Select Delete to remove form data that is no longer needed. The form is still available for future use.
- If there are no forms with data for the currently selected space, the form list will display like the screen below:
4. Available Forms - This lists any forms that are available for use but do contain data for the currently selected space.
- These are listed below the horizontal dividing line.
- Clicking on a form in this list will open it in insert mode in the right-hand pane.
- Once data is entered and the form is saved, it is attached to the Space.
5. Warning Icon - This indicates that the form is tagged for use in Placements but there is an error with the form that prevents if from being used.
- Clicking on a form in this list displays the error.
- An option is available to Copy to Clipboard so that the error can be sent to an Admin to help resolve the form setup issue.
6. Select a Form - Selected forms display in this right-hand pane.
If no forms have a form location of "Occupancy" the following message will display when FORMS is selected from the Occupancy tab.
