Wiki source code of Moving Form Submissions

Last modified by MasterApps Support on 2021/06/18 01:57
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1 Web-linked forms can be managed from the **Form Submissions** area as long as required. Once a form no longer has outstanding actions or is determined that it requires escalation to an Incident / Claim, there are 3 options for moving the form.
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3 1. **Archive**
4 1. **Move to existing Incident / Claim**
5 1. **Move to new Incident / Claim**
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7 Whenever a form is move out of **Form Submissions**, the **Orange** number alert next to the **SUBMISSIONS / FILES** tab will decrease as forms are moved.
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9 Form Submission Reports will continue to include data from all web-linked forms, regardless of which area of Injury Master they are moved to.
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13 ==== **Archive** {{id name="archive" /}}====
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15 If a form in **Form Submissions** has no outstanding actions and isn’t considered serious enough to escalate to an Incident / Claim, the form can be moved from the __Current__ to the __Archived__ tab of **Form Submissions.**
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17 Forms can be archived one of 2 ways.
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19 1. **Archive** icon (below form title)
20 1. **Archive** multiple button (top of page once box[es] are selected)
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22 [[image:Attachments.WebHome@mceclip0.74852.png||style="max-width:562px" alt="mceclip0.png"]]\\ Once you select **Archive**, a window will appear asking you to confirm if you want to archive the file(s). Select **Archive** again to move files to the __Archived__ tab.
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26 ==== **Move to Existing Incident / Claim** {{id name="move-to-existing-incident-claim" /}}====
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28 If an Incident / Claim already exists in Injury Master related to the person or incident described in the form submission, the form can be moved directly to the **Documents** library within that Incident / Claim.
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30 [[image:Attachments.WebHome@mceclip1.2a526.png||style="max-width:702px" alt="mceclip1.png"]]
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32 Use the following steps to move forms to existing Incidents / Claims:
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34 1. Select box(es) next to forms you wish to move
35 1. Select **Move** button at top of screen
36 1. Search for current Incident / Claim by typing in search bar or selecting drop-down window to browse
37 1. Select **Move**
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39 **[[image:Attachments.WebHome@mceclip2.de0f8.png||style="max-width:387px" alt="mceclip2.png"]]**
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41 The file will then be moved out of **Form Submissions** and appear in the **Documents** library of your chosen Incident / Claim.
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45 ==== **Move to New Incident / Claim** {{id name="move-to-new-incident-claim" /}}====
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47 In the course of managing web-linked form in **Form Submissions**, you may determine the incident is serious enough to be escalated to an Incident / Claim. You can create a new Incident / Claim from the options within **Form Submissions**. This is a feature unique to the **Form Submissions** area of Injury Master.
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49 Unlike archiving or moving to existing Incidents / Claims, forms used to create a new Incident / Claim will send a copy to the **Documents** library, but will remain in the **Form Submissions** area. This is to allow for a single form (which captures one EVENT) to be used to create multiple CONSEQUENCES (e.g. injury, hazard, claim).
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51 For more information on EVENTS and CONSEQUENCES, please refer to [[Web-Linked Form Submissions>>doc:Injury Master.Files.Web-Linked Form Submissions.WebHome]].
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53 [[image:Attachments.WebHome@mceclip3.61d74.png||style="max-width:514px" alt="mceclip3.png"]]
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55 To move a form to a new Incident / Claim, select the drop-down arrow and then choose __Create New Incident__ or __Create New Claim__ accordingly.
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57 Once you have made your choose, you will be redirected to the **Add Incident / Claim** page, and the form will appear alongside as a __Reference Form__ to assist you.
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59 [[image:Attachments.WebHome@mceclip4.bd122.png||style="max-width:426px" alt="mceclip4.png"]]
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61 Once you have finished creating Incidents / Claims with the form submission, you can simply archive it as with any other forms.

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