Purpose Statement

The Form Builder within the Health & Wellness module allows users to create and customize forms that determine how exposure reports appear when printed. By adding and organizing different content elements, departments can design forms that meet their specific documentation and reporting needs.

Background Information

The Form Builder provides a customizable workspace for creating forms within the Health & Wellness module.

Users can build forms using a variety of content elements, including text, lists, tables, images, checklists, headings, and exposure-related information.

Once a form is created, its layout determines how the information will appear when the form is selected for printing an exposure report.

Important: The structure and content of the form directly affect the printed exposure report. Review the form layout carefully to ensure the printed report contains the desired information.

Required Permissions

Users must have appropriate access to the Health & Wellness module and its Form Builder functionality.

Video

Step-by-Step Guide

Step 1: Navigate to the Form Builder

1. From the main navigation menu, locate the Health & Wellness module in the module stack.
2. Select Form Builder.
3. The Form Builder list displays all forms that have already been created.
   
   
   
    

Step 2: Create a New Form

1. From the Form Builder list, select Create Form.
2. Enter a descriptive name in the Form Name field.
3. Review the module information displayed in the form editor.
4. Add any relevant notes to the form, if needed.
   
   

Step 3: Add Content Elements to the Form

1. Locate the blank page within the form editor.
2. Select the + (Add) icon to open the available content elements.
3. Review the available options for building your form.
4. Select the desired content element to begin adding information to the form.
   
   

Step 4: Explore Available Form Elements

The Form Builder provides the following content options:

• Text: Add text content to the form.
• List: Include information in a list format.
• Quote: Add a quote element.
• HTML: Include HTML content.
• Delimiter: Add a delimiter to separate content.
• Warning: Insert a warning element.
• Image: Include images within the form.
• Table: Organize information into a table.
• Checklist: Add checklist items.
• Header: Insert a header element.
• Tag: Add a tag element.
• Heading: Organize content using headings.
• Exposure: Add exposure-related content.
• Custom Questions: Include custom questions within the form.
  
  

Note: For detailed instructions on using individual elements, refer to the Knowledge Base articles dedicated to each Form Builder option.

Step 5: Build the Form Layout

1. Continue using the + (Add) icon to add the content elements needed for your form.
2. Organize the content to create the desired exposure report layout.
3. Review the information included in each section.
4. Ensure the form is structured appropriately for the intended printed exposure report.
   
    

Step 6: Review the Form for Printing

1. Review the completed form layout.
2. Confirm that the content elements are arranged as intended.
3. Remember that the form's structure determines how the exposure report will appear when printed.
4. Make any necessary adjustments to the form layout before using it for exposure reporting and select Save.
   
   
    

Important: The provided training video does not demonstrate the final save action or a print preview. Follow the available controls in your Form Builder interface to complete the form creation process.

 

Best Practices

• Use descriptive form names: Choose names that clearly identify the form's purpose.
• Plan the layout: Consider how information should appear on the printed exposure report before building the form.
• Organize information logically: Use headings, lists, and tables to improve readability.
• Choose appropriate elements: Select content types that best represent the information being documented.
• Include relevant exposure information: Ensure the form contains the elements necessary for its intended exposure reporting use.
• Review before use: Check the layout carefully because the completed form determines the printed report's appearance.
• Avoid unnecessary content: Keep forms organized and focused on the information needed for reporting.

Troubleshooting & FAQs

Where can I find forms that have already been created?

Navigate to Health & Wellness > Form Builder. The Form Builder list displays previously created forms.

How do I create a new form?

Select Create Form from the Form Builder list, enter a form name, and begin adding content elements.

How do I add information to a blank form?

Select the + (Add) icon within the blank form editor. This opens the list of available content elements.

What types of content can I include in a form?

The Form Builder supports multiple elements, including text, lists, quotes, HTML, delimiters, warnings, images, tables, checklists, headers, tags, headings, exposure elements, and custom questions.

Does the form layout affect how my exposure report prints?

Yes. The layout created in the Form Builder determines how the exposure report appears when that form is selected for printing.

Where can I learn more about individual Form Builder elements?

Refer to the Knowledge Base articles covering each available content element.

Why can't I access the Form Builder?

Your account may not have the necessary Health & Wellness permissions. Contact your department administrator to verify your access.