Match Form Templates
Templates are predefined sets of questions and groups that are stored in the system for the purpose of being reused on Match Forms. This feature optimizes administration processes as there are might be certain item forms that are reiterative.
Select Templates under the Match Form Menu on the left nav-bar
The list of all created Templates is displayed with two tabs Active*/ All, the list consists of the following details:
Name
Description
The search box (use the search box to search the templates that are entered in the system)
Create a new Template:
Click on the ➕ Add button in the top right corner to create a Template
This opens a New record Template page to fill in the details:
1 ABOUT TAB:
Name
Description
Switch on buttons:
Active /Inactive - *only templates that are set as active can be used on match forms, inactive templates are just displayed on the All tab
Once you have filled in the data hit the Save button
2 TEMPLATE QUESTIONS TAB:
Hit the add button to:
Select the Question(s) for your template
Select the template group for each question
Once you have selected all the questions for your template hit the Save button