Sentinel logo  Sentinel 5.17.5 User Guide

Form Management

Users with the Form Management administrative permission can create, import, and view custom forms from the Form Management page. To open the page, click the System Administration > Form Management menu link.

The Form Management page displays the current forms stored within the application. To change the number of forms listed on the page (the default is 10), change the number in the Show entries drop-down list. The options are 5, 10, 15, 20 or 25 forms per page. The displayed fields can be selected by clicking the Show/Hide button and then selecting the fields to display. The list of forms can be sorted by clicking on a column header. Under the list of forms, the number of forms displayed on the page is listed (for example, Showing 1 to 10 of 58 entries) and on the right side of that are page number buttons; click the page numbers, Next or Last buttons as needed to display additional forms.

To search for a specific supplemental or CDC form, enter at least a few characters of the form ID in the Search field, after which the list automatically narrows by form name. For supplemental forms, you can also search/filter by form name.

To add a new form, click the Import or New Form button, depending on your method of adding the information. See the Add/Import a New Form section below for more information.

The columns displayed on the Form Management page depend on which fields are selected on the Show/Hide window. Click the Show/Hide button and select the fields to display as columns. The options include:

  • UID
  • Form Type
  • ID Number
  • Version
  • Name
  • Tab Name
  • Active Status
  • Production
  • Storage Type
  • Source File Name
  • Source File Path
  • Class File Name
  • Class File Path
  • Created Date
  • Created By
  • Last Changed Date
  • Last Changed By

Add/Import a New Form

There are two ways to add a new form to the application. The first is to add it manually and the second is to import a file containing the form information. For either method, go to the Form Management page by clicking the General Configuration > Form Management menu link.

Manually Add a New Form

To manually add a new form, click the New Form button located at the top right of the Form Management page. The New Form pop-up window opens. Enter information in all of the fields and click Submit.

The fields on the New Form pop-up window are as follows:

Field Description
Form Type Select the form type from the drop-down list. Examples:
  • Supplemental Form (default) - This is a custom supplemental form to associate with a disease or an outbreak. The form is available when viewing or editing a human disease case
  • Outbreak Event Form - This is a form to associate with an outbreak and used as an outbreak event data entry form
  • Outbreak Summary Form - This is a form to associate with an outbreak, but only one instance of the form is used per outbreak. It is used on the Outbreak Management page
Form Name Enter a unique, descriptive name for the form. This field is required.
Form ID The form's unique ID, which is created automatically when the name of the form is entered. It can be manually edited. This field is required.
Tab Name Enter the form's tab name, such as CDC Form or Food Outbreak Form. This field is required.

The Form Builder opens, which is where the form is designed and created. After the form is created and saved, it is added to the list on the Form Management page, from where it can be viewed, edited, or deleted.

On the Form Builder page, add form elements by clicking on the Add Form Element icon (Add Form Element icon in the lower left-hand corner) in the lower left-hand corner of the page. Elements include:

Enter the information for the element and click Submit.

To add a new section to the form, click the Add Section icon (Add Section icon to add a new section to the form) located in the lower left-hand corner of the second panel (toward the middle of the page, on the bottom). Enter the new section information and click Submit.

On the top right side of the Form Builder are additional icons:

The context menu can be accessed by right-clicking on any empty cell, form element, table, or fieldset. You can perform add, edit, delete, copy, and paste actions using the context menu from the empty cell, form element, table, or fieldset.

Empty Cell

You can access the following context menu options by right-clicking in an empty cell:

Form Element

You can access the following context menu options by right-clicking in the form element:

Table

You can access the following context menu options by right-clicking in the table header:

Fieldset

You can access the following fieldset context menu options by right-clicking on the fieldset:

Click the left arrow, located in the top left-hand side of the page, to return to the Form Management page.

Import a New Form

To import a new form, click the Import button at the top right of the Form Management page. On the Import window that opens, click Upload a file, navigate to the file, and click Open. The form is added to the list of forms on the Form Management page.

Edit a Form

Forms that were created manually by users can be edited, but CDC forms cannot. To edit a form, first click the System Administration > Form Management menu link, then locate the form in the list on the Form Management page and click the Edit button (Edit button). The Form Builder opens. Make any necessary changes; the modifications are saved automatically. Click the Preview button (Preview button) to preview the form.

Delete a Form

Only forms created manually by users can be deleted; CDC forms cannot be deleted. To delete a form, first click the System Administration > Form Management menu link, then locate the form in the list on the Form Management page. Click the Delete button (Delete button) for that form. The form is removed from the application and can no longer be used.

Associate a Supplemental Form to a Disease

Up to three supplemental forms can be associated with a disease when adding or editing a disease on the Disease Code List page. See Disease Management for more information. Of note:

Associate a Supplemental Form to an Outbreak

Up to three supplemental forms can be associated with an outbreak when adding or editing an outbreak on the Outbreak Management page. See Outbreak Management for more information. Of note:

Related Topics: