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.

Please note that the Match Form Template should be added before creating the Match Form. If the Match Form Template is added after the Match Form has been created, it will not populate any questions automatically, and you will need to add those questions manually.

• 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