Create and Design Forms

Client forms are used to collect data and create records in EMTrack. There are several standard forms, such as MCI Triage, Add Evacuee, Add Daily Patient, and Vaccination, which are preconfigured and ready to use.

Regional Administrators manage forms on the Forms Configuration page, which provides an overview of form details and offers access to copy, create, design, and otherwise, work with forms.

Forms can be copied and used as templates to create new forms. Copied forms contain all the same fields as the original form. It is also possible to create completely new forms, which are empty. When creating a form you can specify if the form is available for all users in the region or only specific providers and user roles.

Either way, after copying or creating, forms are then configured through the design process. Configuring forms includes adding and/or removing instructions, sections, and fields, changing the order of form elements, and specifying whether fields are shown, required, labeled, and/or include tooltips.

While configuring forms, it is important to remember that some fields are formatted using configurable lists. These lists are generated from the associated data element Fields and values as they appear in EMTrack Web and Mobile.. When using these fields, remember to verify that the data elements are populated correctly.

Finally, as part of the design process, forms are published to make them active. Active forms are then made visible when you want users to have access to them on the Patients page or through the mobile application.

Regional Administrators access client forms through Preferences, by clicking Client Forms Configuration on the left. The Forms Configuration page lists all standard and custom forms, alphabetically by default, with information including: name, type, daily tracking, whether the form has been made active or visible, whether changes have been published, whether it is a default form, and who is the owner. It also provides actions for how you can manage forms.

For more information on form management and information presented in the Forms Configuration page, refer to Manage Forms.

To Manage Forms

Take one or more of these actions.

Form management actions
If you want to... Then...
Reorder forms in the table

  1. Click a column header once to reorder forms in ascending alphabetic order based on the contents of that column.

  2. Click the column header again to reorder forms in descending alphabetic order based on the contents of that column.

Make a form available to users on the Patients page or mobile app,

  1. Locate the form and on that row, click the arrow to open the Actions menu.

  2. Click Edit from the menu. The Edit Form page opens.

  3. In the General Information section, select the Visible checkbox.

  4. At the bottom of the page, click Save.

To make a form visible, it must be published.
Select which Web - Add form is marked Default

  1. Locate the form and on that row, click the arrow to open the Actions menu.

  2. Click Edit. The Edit Form page opens.

  3. In the General Information section, select the Default checkbox.

  4. At the bottom of the page, click Save.

To make a form the default, it must be published.
Specify the order in which forms appear in the Select Form list on the Patients page, or in the list on the mobile app,

  1. Click Sort Web Forms or Sort Mobile Forms. The appropriate window opens.

  2. Take one or more of these actions:

    1. If you want forms listed alphabetically, select the checkbox for Sort alphabetically.

    2. If you want forms listed in a specific order, click the name of a form and use the arrows on the right to move it up or down in the list.

  3. Click Save.

View, edit, design, copy, or delete a form,

  1. Locate the form and on that row, click the arrow to open the Actions menu.

  2. Click the appropriate action in the menu.

  3. Follow the steps for that procedure.

For each procedure, refer to the appropriate link in the Manage Forms page.

Forms are quickly added by copying existing forms or creating new forms. Copying and creating forms only requires basic information, such as the form name and description. By default, new forms are available to everyone in a region; however, you can limit availability to specific providers and user roles.

Copying forms has the advantage of populating the new form with all fields and field configurations from the original form. As a result, copied forms are usually easier to configure in design because often only a few items need to be reconfigured to complete the new form.

For more information about copying a form to use for form creation, refer to Copy a Form.

Newly created forms are empty and consequently, require a little more effort to configure during design. Regardless of how the form is generated, the design process allows you to customize forms to meet the needs of your entire region, as well as those of specific providers and user roles.

For more information about form creation, refer to Create a Form.

Regional Administrators can design forms by adding and defining the components on newly created or existing forms.

When designing a form, it may be helpful to review existing or example forms as a guide for arranging and ordering the form content.

For more information about designing and publishing a form, refer to Design and Publish a Form.