You can view form and case history, such as when a form was edited, if the form has been deleted and if any case details change, such as key safe number.
This is a useful feature if forms have been deleted or edited a number of times. You can view who edited them and when, as well as what was edited on the form.
View history
To view the history, follow these simple steps:
Click the three-line menu.
Select the service the service user is under.
Select the service user.
From the left-hand panel, select History.
Here you can view the form and case history.
Forms unavailable on Web
Forms submitted from mobile may not appear on the web interface for the following reasons:
Missing due to permissions: If a form is linked to a visit type and the carer does not have Edit permissions on the Case entity, the app will still allow the carer to complete and submit the form from mobile. However, the form will not appear on the web interface or in the case file history, even though it has been successfully submitted.
Visit not associated with a case: If the form is submitted during a visit that is not associated with a case file, the form will not appear on the web interface.
Temporary visibility during sync: When a form is submitted during a visit and the carer syncs their device, the system may temporarily remove and then re-add the form during each sync. While this can make it look like the form disappeared in the history, it is still available and will show as re-added.
Conflicting edits: If a form is submitted during a visit that hasn't been ended, and a web user edits the form before the carer syncs their device, the sync process may remove the original version of the form.
A form has disappeared after saving or submission
If a form is no longer visible on a service user record after it appeared to be saved or submitted from the web interface, work through the following checks before raising a support case.
Step 1 - Check the Drafts panel
If the form was started but the submission was not completed, it may have been saved as a draft rather than submitted. To check, open the relevant service user record and look for the Drafts panel. If the form appears there, it was not fully submitted. You can open and complete it from the Drafts panel. Note that drafts are automatically removed after 90 days.
Step 2 - Check whether the section still exists
If the section the form was associated with has been removed or the form has been disassociated from the section, submissions within it become inaccessible. Go to Configuration > Services > Sections and confirm the section is still present and the form is still associated with it. If the section or the form association is missing, raise a support case immediately - do not attempt to recreate the section, as this will not restore the submissions.
Step 3 - Check the server version
If forms are disappearing after submission on a recurring basis, check your current ACP server version. Significant fixes related to form submission data integrity were included in ACP Server 8.2.5.2 and ACP Server 8.2.8. If your environment is running an earlier version, contact your Account Manager or raise a support case to request an upgrade.
Step 4 - Check the History tab
Open the service user record and select History from the left-hand panel. This log records form submission events, edits, and deletions. If the form appears in the History log with a deletion event, note the timestamp and the user who performed the action, then include this in your support case.
π If none of the above steps locate the missing form, raise a support case via the Access Digital Assistant. Include: the service user name, form name, section name, approximate submission date and time, and the user who submitted it. The underlying data may be recoverable by the Support team even if it is not visible in the product.
