4.7 Managing Form Definitions
You can view, edit, copy, and delete the existing Form Definitions from the Form Definition Summary Page, based on the assigned roles.
To check about the assigned roles, refer to User Role Mapping and Access Rights.
In the Summary Page, highlight a specific Definition and click Action. The following options are displayed:
Table 4-3 Action Details
Action | Description |
---|---|
Viewing Form Definitions | View the Member details for a specific Member Definition. |
Editing/Amending Form Definitions | Edit/amend the Member details of a form definition. |
Copying Form Definitions | Copy the Member Definition Details and create another Member Definition by changing Alphanumeric Code, Numeric Code and Name. |
Re-Uploading Form Definitions | Upload a new Excel sheet for an Excel upload form definition. You need to delete the attached excel sheet before uploading the new data. |
Deleting Form Definitions | If you have the required role, you can delete a new Form that is in Awaiting Approval status. |
Approving and Rejecting New Form Definitions | If you have the required role, you can reject a new Form that is in Awaiting Approval status. |