Forms
Build, complete and review digital forms efficiently.
By Lucy and 2 others3 authors24 articles
Creating & Configuring forms
Build and customize forms for use.
- Create a formIn this article, we explain how to create and publish a new form.
- Duplicate a formIn this article, we explain how to duplicate a form.
- SectionsIn the article, we explain how to add forms to a section and make the for editable, how to create a single form, or how to delete forms.
- Body mapsIn this article, we explain how you can add body maps to forms.
- Print templatesIn this article, we explain how to create and attach print templates.
- Make a form visible on a visitIn this article, we explain how to make a form visible from the visit within the Access Care Planning app.
- Lock form functionalityRead-only form on the Access Care Planning app for read-only access while still editing the form.
- Form condition rulesIn this article, we explain rules that can be used in forms to hide and calculate components.
Completing & Using forms
Fill out and submit forms effectively.
- Submit and download formsIn this article, we explain how to submit forms from the web console and app, draft forms and how to download and duplicate forms.
- Add documentsIn this article, we explain how to upload documents to a service user's or employee's record.
- View documentsView documents on the web portal or via the Access Care Planning app.
- Form and case historyIn this article, we explain how you can view form and case history.
Outcomes
Review results generated from form data.
Form management
Organise, update, and maintain all forms.
- Export or import forms and templatesIn this article, we explain how to import and export forms and templates.
- Make a form inactiveIn this article, we explain how to make a form inactive.
- Reactivate an inactive formIn this article, we explain how to reactivate an inactive form.
- What happens to submitted forms when a form is removed from a sectionUnderstand the difference between removing, deactivating, and deleting forms, and what happens to submitted data in each case.
- Form Submissions ArchiveArchive and manage outdated form submissions in Access Care Planning for compliance and audit purposes.
Troubleshooting
Resolve issues affecting form performance.
- Why forms display differently on mobile versus webExplains why forms look or behave differently on the ACP mobile app compared to the web console, covering simplified rendering, hidden field logic, images, and paragraph formatting.
- Why form scores and calculated fields are not updating correctlyHow ACP form scores and calculated fields work, common reasons for incorrect totals including Waterlow risk assessments, and steps to diagnose and fix form rule configuration issues.
- Unable to see images on a formIn this article, we explain why you may not be able to view images and signatures on a form in the Access Care Planning app.
- Date format defaults to JanuaryIn this article, we explain why the date format defaults to January and how to resolve this.
- Form submission troubleshooting guideStep-by-step guidance for the most common form submission problems: form will not save, mandatory field blocking submission, internal server error, and form disappeared after submission.