Who is this article for?

Administrators who want to learn to view and create form records.

Administrator permissions are required.

InForm streamlines the process of managing clinical trial data through its form record functionality. This guide explains how to view existing form records and create new ones, enabling efficient data entry and organisation within the InForm system.

1. View form records
2. Create form records
   1. Definitions of fields
   2. Form record status
3. Further reading

1. View form records

End-users will generally be able to view their personal form records as well as create new records for specific forms. Managers and admins will generally have access to additional form records.

To view form records, from the Form Records tab:

1. Locate the form either from the List All page or via the specific form group.

2. Click Show Filters.

Note: Filters may not be required if access to form records is limited.

3. Locate the form record by using filters such as Search or Division.

4. Click Filter.

5. The lower half of the screen lists all form records meeting the search criteria the user has access to.

2. Create form records

To create a new form record, from the form records tab (either List All page, from a specific form group, or from a specific form):

1. Click Add New.

2. The first page of the form will be displayed.
   • This page is always the same, regardless of the form selected.
   • Complete the fields (see table Definitions of fields below for fields that appear in all forms).
   • Fields marked with * are mandatory.

Note: That the home organisation details (such as division or business unit) for the user will be automatically selected (these selections can then be modified).

3. Click Save or Save and Next.

   • Save will save the form progress and allows the user to return to the form at a later date.

   • Save and next progresses the user to the next page of the form.

Note: If more than 1 form or 1 respondent is selected, the user will be returned to the form records page.

4. Click Edit on the relevant form record to continue populating the form.

5. The specific fields relevant for the chosen form are displayed.

Note: The fields from page 1 are also available here.

6. The Additional section at the bottom of the form appears in all forms (see table Definitions of fields below).
7. Complete the fields as required.
8. Click Save.

Some users may only be able to submit the form or save as draft (permission dependant). Once submitted and complete, the form will no longer be editable to the respondent, only viewable.

2.1. Definitions of fields

Field	Definition
Form	Name of form(s) to be completed (must already be in the system). More than 1 form can be selected by searching for and selecting the form (permissions permitting). This fields will be pre-selected if accessed via a form group. Additional forms can still be selected.
Respondent	Name of the person required to complete the form. The respondent will default to the logged in user. With appropriate permissions, a user can select more than 1 respondent for a form by searching for and selecting the users.
Organisation Details	Fields relating to the specific system configuration's organisational structure will be displayed.
Upload a File	Attachments can be added via a computer using a web browser, via a mobile device using a web browser, or via a mobile device using the Lucidity App. Most file types such as photos, documents, spreadsheets etc are supported. Photos can be taken from a mobile device when the form is started and added them while completing the form. To upload a file:  Click the Add Document button in the additional section. Select the file from your device and click Open. Click Upload. You can add more than one document at a time. Before clicking Upload click Add Document to select further files. Update the name and description of the file if required. Click Upload. The file can be edited or deleted from this screen at any time. There is a limit of 50 attachments which can be added to any single form record.
Actions	Assigning an action to a user means a task will appear in their personal Actions tab.

2.2. Form record status

Forms can also be generated as part of an actions from the Actions tab. When the action is created, the required form is specified and when the action is saved a form record of the nominated form is created, ready to be completed by the actionee.

3. Further reading

• Editing and copying form records in InForm
• Using form records in InForm
• Printing InForm PDFs