Plan Questions - Plan Question Forms
What do Plan Question Forms do?
Administrators
Assigning a form to a Plan Question will require that form be completed when the specific Plan Question is answered. Forms can be tied to the Plan Question as a whole, or can be tied to individual answers (inclusive or exclusive checkboxes).
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Video
How do I assign a Form to Protocol/Custom Plan Questions?
When creating a Plan Question in the Plan Question Utility, use the "Form" dropdown to select a form. This form will be required to complete the question.
Forms assigned to Plan Questions can be viewed in the Form column of the Plan Question Table:
Text Answers and Numeric Answers
For Plan Questions that use Text Answers or Numeric Answers, the user will be prompted to complete the form when the Plan Question is opened while completing a group record.
Inclusive Checkbox and Exclusive Checkbox Answers
For Plan Questions that use Inclusive or Exclusive checkboxes, selecting a form will enable the "Prompt Form" option for each checkbox in the checkbox table. Selecting "Prompt Form" for any checkboxes will cause the form prompt to occur when any of the selected checkboxes are checked in the Plan Question. If "Prompt Form" is not selected for any checkbox, the form prompt will occur when the Plan Question is opened in the group record.
Completing the Form
Answering the Plan Question in an Activity Record will prompt the user to fill out the selected form.
When a form is opened as a result of answering a Plan Question, the option to close the form will not be available— it is mandatory to complete and cannot be closed until its requirements are met.Once a form is filled out, it can be saved and closed, and will be viewable in the consumer's profile.
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