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This tab is used to build configured (Activity, Sample, Specimen, Test) forms for use within your organization. This is where you control what Fields are presented on each Form in Field and Quality Control, as well as determine what Fields should display on the final Report and various other Report parameters.
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By default, you will see a Predefined Forms group that contains two Forms: Special Inspection and Activity Log. These Forms cannot be altered, but can be copied into a new Form for you to customize.
Adding a New Form
To add a Form, first you must select the appropriate Group to which the From will be assigned. Choose the Group and select the Add Form button. Enter the Form name and choose save.
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When Activity Number defaults on a Form, it is automatically configured to assign a new Activity Number that is unique per form and project. You can change this default setting so numbers are assigned Unique By Form, Unique By Project and Form, Unique by System, or Unique per Project. You also may remove this setting, which will allow the user the option of adding the Activity Number manually. |
Creating a New Form from an Existing Form
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| Step | Description | Example |
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| 1. | Find the Form you want to copy and choose the copy icon. |  |
| 2. | Copy Form dialogue will open. Enter the new Form name and select the appropriate Group to which the new Form should belong. Select Save. |  |
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Adding New Form Fields
To add a new Form field, choose the Form and select Add Field. You will then need to set the various parameters for your Field.
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