This page deals with creating calculations when managing TouchPoints, Collection Types, Referral Forms, and Manage Approvals.

Administrators determine in the security settings which user levels in which programs are permitted to edit existing forms. 

In-Depth Instructions

Step 1 – Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, Manage Referral Forms, or Manage Approvals).

Step 2 – All forms the administrator has the ability to modify are listed. From this page, the administrator can Edit, Disable, or Delete the form by selecting the associated icon/link in the Take Action column.

Step 3 – Editing the form allows the administrator to adjust the following settings: Question settings, Security settings, Copy the form, Disable the form, or Preview the form.

  1. Edit Form Settings - These are the settings the user selects when creating a New TouchPoint, New Referral Form, New Collection Type, or New Approval Form.
  2. Question Settings
  3. Manage Form Security
  4. Replicate - Make an exact copy of the form.
  5. This option is not available for Approval Forms.

6. Previewing the form will display the form as it will look when data entry is completed. Clicking the Preview button is the easiest way to see if the form is displaying formatting as intended.

  • Changes made to the form will be immediately available in the preview mode.
  • To navigate back to make edits to the form, click the Back button at the top and bottom of the page.

7. Return to the Manage Collection Types, Manage Referral Forms, Manage TouchPoints, or Manage Approvals page.

Quick-Reference Guide

  1. Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, Manage Referral Forms, or Manage Approvals)
  2. Forms can be Edited, disabled, enabled, or deleted.
  3. Editing the form allows the user to adjust the following:
  4. Edit Form Settings
  5. Question Settings
  6. Manage Form Security
  7. Replicate (Not available for Approval Forms)
  8. Disable
  9. Preview
  10. Return to the manage page

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