Configuring Dynamic Forms

Structure of Dynamic Forms. In IMS you can create New Dynamic Forms and configure them according to your needs. Creating new Dynamic Forms To create a new Dynamic Form: Click on to the Custom reports Main Menu. Select Dynamic Forms ...

Structure of Dynamic Forms. After you have created your From you can add multiple Stages to the Form . Each Stage has a Sequence number that determine the order in which they are shown in the Form . Bulk Adding Stages To bulk add m...

Structure of Dynamic Forms. After you have added your Stages , you can add multiple Sections to each Stage . Each Section has a Sequence number that determine the order in which they are shown in the Stage . The Section's Style wi...

Dynamic Forms Tables are used to help you lay out and visualize the data in your Dynamic Forms in a flexible way, directly in the Dynamic Forms Design Wizard. Adding a Table to a Dynamic Form To add a Table to your Dynamic Form: Open the Dynami...

Structure of Dynamic Form. When you have created your new Dynamic Form and added all desired Stages , Sections and Data Fields , you can specify the Condition under which it should be available for use.  Warning If no conditio...

Dynamic Forms Approval Overview Dynamic Forms are often used as to help with the completion of ECHs. ECHs are used to document information obtained during inspections and serve as permanent records of inspection results. To ensure that informati...

It is possible to capture notes and changes on Dynamic Forms. For this you can use the Notes tab in  the Dynamic Forms wizard. Here you can capture notes, changes, or some specifics regarding your Dynamic Form. 

Before a new Form can be used, it needs to be Approved . When a From is Approved it cannot be modified or edited any more, to preserve data integrity. When you want to change your approved Form, you now need to create a new version of it. The new...

Shared repository It is also possible to share and install Dynamic Forms. e.g., Checklists, from a shared repository. The Shared Repository contains a list of Forms which have been shared by others publicly. The Shared Forms are shown in th...

Structure of Dynamic Form.   Deleting Forms from within the wizard To delete a Form (while in the wizard): In the Form editor, click Delete . Click Delete. Deleting Forms from the list To delete a Form f...