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833 total results found

Edit a Forms Groups

Module How Tos Forms Module How Tos (Advanced Suite)

To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Page in the Forms Module. Click the three-dot icon to the right of the forms group you wish to edit opening the form group context menu. Select “Edit Group” open...

Edit the Status of a Form Rule

Module How Tos Forms Module How Tos (Advanced Suite)

To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot icon to the right of the form title that you want to create a rule for opening the Form context menu. Select “Rules”. This opens the Rules Tab containing the R...

Export Form Entries

Module How Tos Forms Module How Tos (Advanced Suite)

To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the three-dot icon to the right of the title of the form from which you wish to export all entries opening the Forms Table context menu. Select “Manage Entries”. This ...

Import Fields from a PDF Field Import

Module How Tos Forms Module How Tos (Advanced Suite)

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable ou...

Import Form Fields from a CSV File

Module How Tos Forms Module How Tos (Advanced Suite)

If a field has already been added to a form, you are no longer able to bulk import form field names from a CSV file. You are now required to enter each field name individually. How To: Add a Field to a Form To import form field names from a CSV file, go to t...

Import Form Entries from a CSV File

Module How Tos Forms Module How Tos (Advanced Suite)

To import form entries from a CSV, form fields must have already been created. How To: Add a Field to a Form How To: Import Form Fields from a CSV File How To: Import Fields from a PDF Field Import To import form entries from a CSV, go to the Home Page of ...

Integrate Another Module Into a Form

Module How Tos Forms Module How Tos (Advanced Suite)

To integrate another module into a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of the form you wish to edit opening the specific form’s context menu. Select “Edit Form”. This opens the “Edit Form Modal”. Under the...

Make a Form Live

Module How Tos Forms Module How Tos (Advanced Suite)

To change a Form Status from Preview Mode to Live, , go to the Home Page of the Forms Module and select the three-dot icon to the right of the form title you wish to make Live. This opens the Forms Table Context Menu. Confirm that you have deleted any testin...

Reject a Form Entry Pending Approval

Module How Tos Forms Module How Tos (Advanced Suite)

To reject a form entry pending approval, go to the Home Page of the Forms Module. Select “View Entry” from the Actions column of the Form Entries Pending Approval Table opening the view form entry modal. Select the “Reject” button opening a Confirmation ...

Require Form Entry Approval

Module How Tos Forms Module How Tos (Advanced Suite)

To require that form entries are approved, go to the Home Page of the Forms Module. Select the three-dot icon to the right of the specific form you want to require entry approvals for and select “Rules” from the context menu.   This opens the form specific R...

Submit Entries Using a PDF

Module How Tos Forms Module How Tos (Advanced Suite)

Upload a PDF Form (after Fields have been created)

Module How Tos Forms Module How Tos (Advanced Suite)

Uploading a PDF allows an individual to create a customized output for form entries. In order to do so, the PDF must be created on Adobe Acrobat Pro (or comparable software) and have made use of form fields. A PDF can be created and uploaded after a form is ...

People Module How Tos (Primary Suite)

Module How Tos

List of People Module How Tos

People Module People: Supplemental Resources

People Module Email Alert Summary

People Module People: Supplemental Resources

Actions Module Email Alerts Summary TableEmail AlertDigestibleUser Certification Manual AlertCan be sent via digestUser Certification SubmittedCan be sent via digest

People Module How Tos

Module How Tos People Module How Tos (Primary Suite)

How To: Access a User's Roles and Certifications Report QR Code How To: Acknowledge a Document/Video Associated with a Required Certification How To: Add / Edit / Delete Comments to a User's Submitted Certification How To: Approve a Submitted Certification ...

Assign a Certification Role to Multiple Users at Once

Module How Tos People Module How Tos (Primary Suite)

To assign a certification role to multiple users at once, select the Roles Page in the People Module from the Main Menu to open the Certification Roles Page. Click the “View/Edit (#)” clickable link that pertains to the role you want to assign users to open...

Assign Users to a Certification Independent of a Required Certification Role

Module How Tos People Module How Tos (Primary Suite)

To assign a certification independent of a required certifications role, select Certifications in the People Module from the Main Menu to open the Certifications Page. Click the name of the certification you wish to add users to independently of a required...
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