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Forms

Useful information to help with forms

Export or import forms and templatesIn this article, we explain how to import and export forms and templates.
Add documentsIn this article, we explain how to upload documents to a service user's or employee's record.
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.
Form and case historyIn this article, we explain how you can view form and case history.
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.
Create a formIn this article, we explain how to create and publish a new 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.
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.
Body mapsIn this article, we explain how you can add body maps to forms.
Date format defaults to JanuaryIn this article, we explain why the date format defaults to January and how to resolve this.
Supporting you with service user outcomesA full guide on how to get the best out of your service user outcomes.
Outcomes checklistChecklist for outcomes.
Duplicate a formIn this article, we explain how to duplicate a form.
Print templatesIn this article, we explain how to create and attach print templates.
Form condition rulesIn this article, we explain rules that can be used in forms to hide and calculate components.