Creating a Section Template

Access to the FormsA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. and Sections pages is determined by the roles assigned to your user profile. The page is divided into two sections: one for Forms (shown below) and one for Section.

1. Access the Forms page (Forms).
2. Select a Module.
3. Click the Sections tab. A list of section templates appears.
4. In the Used in Forms column, click the name of a form to open it in the Form Designer (Navigating the Form Designer).
5. When the section is assigned to more than three forms, click Show All (n), where n is the number of forms to which it has been assigned, to view all the forms:
   1. Click the pencil icon next to the form name to open it in the Form Designer (Navigating the Form Designer).
   2. Click Close to return to sections list.
6. Check a box next to an existing section to activate the action buttons (Form Designer Action Buttons).
7. Click Add to create a new section template (Navigating the Form Designer).
8. See the following sections for more details:
   • Navigating the Form Designer
   • Form Element Context Menus
   • Form Element Properties Area
   • Refreshing Sections in a Form
   • Previewing the Form
   • Saving the Form