Using a Submitted File as a Template

During the file creation process, you can use the file you are submitting as a template for the next one you create. All shared details are carried over to a new form. You can then change one or more fields before submitting the second file. When you use the submit and copy function, you also have the ability to group all files into a folder.

Prerequisites: You must have the 'File Entry' and 'Submit and Copy a File' functions enabled for your role.

To submit and copy a file:

1. Open a form (Navigating the Icon Wall) and complete all required fields (not shown).
2. Click the More Actions button and click Submit & Copy.
   The Submit and Copy dialog opens.
3.  Select the EventA patient or employee related occurrence which is recorded in paper or electronic format. Once recorded, an event file is reviewed by a file manager who may involve other individuals (e.g. using tasks and follow-ups features) to help investigate and resolve the event. type for the next file. The list of options reflects all the forms available to you on your Icon Wall for the current module.
4. Note: While your organization may have implemented a variety of forms, they most likely share several fields. The contents of these fields are copied to the next file.
4. Click OK. The file is submitted and a new form appears. The values entered on the submitted form appear in the new form.
5. After completing the second form, click Submit (not shown).
6. After creating the new Submission Form and clicking Submit, you will be asked to add it to a folder. See Adding Files to a Folder.
   
7. Note: The Anonymous user cannot add files to a folder.