Activate a Form

Activating a form means that you are making it available for completion by yourself or sending it to another person or resource to complete. If you have this authority, you will see the Activate Form option when you select Form from the main menu.

Activating a form is:

  • Accessing an active form to complete and submit it, or

  • Distributing an active form to users and/or resources that are responsible for completing and submitting it.

Forms may already have recipients or you may need to identify the recipients. If necessary, on the Activate Form page, use the filters above the table to locate one or more people and select them as recipients.

Typically, a form is completed by a user or a resource, not both. However, if you specify both, the solution will deliver it to both.

If the recipient is logged in to EMResource, activated forms open in the form window to complete right away. If the recipient is not logged in when the form is activated, it is delivered at their next log in. Forms that are not completed appear in the person's queue so they can access and complete it in the future.

You can also configure a form to require confirmation of receipt. This option is available for those forms that employ the Form Activation option User Initiate & Fill Out. When the option is selected, enabling the Read Receipt checkbox requires confirmation of receipt.

For more information about this and other form fields, refer to Form Configuration Reference.

The exact nature of an activation (who and when) depends on the form's settings. Forms can be activated as described in this table.

Form activation types

Activation

 Triggering Action

Example

On demand

An authorized person clicks the form's quick link or accesses a form through the main menu, by clicking Form > Activate Form, and chooses to send the form.

A dog bite report is accessed by clicking a quick link.

A dispatcher completes a form on a patient being transported and routes it to the destination facility.

Status change

A specific resource status is changed.

Every time a hospital status is marked closed; querying for specific conditions.

Automatically

Forms can be triggered at specific times during the day.

The solution automatically delivers the syndromic volume form at 0700 daily; querying for the number of patients presenting with certain syndromes in the last 24 hours.

  1. In the main menu, click Form and, in the list, click Activate Form. The Activate Forms page opens.

  2. In the Fill Out A Form section, locate the form and, on that row, click Fill Form. The form opens.

  3. Enter all required information.

  4. Click Submit.

  1. In the main menu, click Form and, in the list, click Activate Form. The Activate Forms page opens.

  2. In the Send A Form To Be Filled Out By Others section, locate the form and, on that row, click Send Form. The Activate Form page opens.

  3. In the Users to Fill Out Form section, select the checkbox for the people you want to complete the form.

  4. If this page includes the Resources to Fill Out Form section, select the checkbox for the resources you want to complete the form.

    When sent to a resource, all users with rights to that resource receive the form unless they have the Form - Do not participate in forms for resources right.

  5. If recipients have not been identified for the form, in the Users to Receive Completed Form section, select the checkboxes to designate recipients.

  6. Click Activate Form. The form is sent accordingly.

Related Concepts

Forms