Create a section
You can create sections, like folders for published forms, to keep all forms regarding different topics together. Before you can submit a form, you need to add that form to a section.
To add a new section, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Services.
Choose the relevant service.
Click Sections, then click New Section.
Enter the name of the section and click Create.
Delete a section
⚠️Warning: When deleting a section, this also deletes all the submitted forms within the section. This cannot be undone from within Access Care Planning. If you need to recover submitted forms after a section has been deleted, you will need to raise a support case.
You can delete sections by following these steps.
Click the three-line menu.
Click Configuration, then click Services.
Choose the relevant service, then click Sections.
On the right of the section, click the bin icon.
Add a form to a section
After a form has been created, you need to first associate it with a section to submit it against a client case file.
⚠️Important: Removing a form from a section will make all previously submitted forms within that section inaccessible. Before removing a form, check whether any submissions exist against service user records. If submissions exist, do not remove the form without first raising a support case to discuss data retention options. This action cannot be undone from within Access Care Planning.
To do this, follow these simple steps:
Click the three-line menu.
Click Configuration, then click Services.
Choose the service, e.g. Client records, then click Sections.
If you want to create a new section, click New Section, then add a label.
Edit the relevant section, then click Associate Form.
Select the required form and then select the required form properties below.
Click Save.
Property | Description |
Singleton | A form that can only have one submission per case. These forms can be edited but not submitted twice. |
Editable | Forms that can be edited by users who have permission. |
Copyable | Provides the ability to copy a previously submitted form. |
Deletable | Allows users who have permission to delete submitted forms. |
Show Full Form | Works in conjunction with singleton and shows the entire form when a section is accessed. |
Display Columns | Defines which columns are displayed when initially entering the section, e.g. Form name, submitted by. |
Quick Links | It provides the ability to link two forms together. |
View which section a form is under
If you are unsure which section a form is under you can view this by following these steps:
Click the three-line menu.
Click Configuration, then click Form.
Select the relevant form.
Under Associated with Services, it shows which section the form is located in.
Edit section
After you have created the section and you need to edit it to make the form editable or deletable, for example, you can do this by following these simple steps:
Click three-line menu.
Click Configuration, then click Services.
Choose the service, e.g. Client records, then click Sections.
Find the relevant section and click the edit icon.
Click the edit icon on the relevant form.
Make the relevant changes, then click Save.
Submitted forms appear to be missing
If submitted forms are no longer visible against a service user record, this is most commonly caused by one of the following:
Form removed from a section: If a form has been disassociated from a section, submissions linked to that section become inaccessible within the product. The underlying data is not permanently destroyed and may be recoverable by the Support team. Raise a support case as soon as possible, referencing the service user name, form name, section name, and approximate submission dates.
Section deleted: If the section itself has been deleted, submissions within it are also removed. Raise a support case immediately with the details above.
Form submitted during a visit not linked to a case: If the visit was not associated with a case file, the form will not appear on the web interface. This is expected behaviour. See the Form and case history article for more detail.
Permission issue: If the carer who submitted the form does not have Edit permissions on the Case entity, the submission will not appear on the web interface even though it was successfully submitted from the mobile app.
Form saved as a draft: If a form was started but not fully submitted, it may be saved as a draft. Check the Drafts panel on the service user record to see if an unsaved draft exists. Drafts are automatically removed after 90 days.
📌 Note: If you need to recover a form submission that has become inaccessible, raise a support case via the Access Digital Assistant. Include the service user name, form name, section name, and approximate date of submission.