Specify whether the form can be Saved as a Draft, Saved, Saved and Enter Another, or Saved and Printed

The Form Properties allow you to set whether the form can be hidden, printed etc. Follow the steps below to see how to enable or turn off draft, print, enter another and group entry for an event form.

When data is entered into a form and the form needs to be saved there are number of options that you can set when the data is stored on the system

When data is entered into a form and the form needs to be saved there are number of options that you can set when the data is stored on the system

The image here shows the different options available at the bottom of the Event Form. These are all set using the Advanced Properties and are explained in the steps below:

Save and Close will always appear on each Event Form. You cannot adjust this property.

Save and Close will always appear on each Event Form. You cannot adjust this property.

You can rename the "Save and Close" button using the Advanced Properties and then adding in a new name for the Save and Close Text (as shown here)

You can rename the "Save and Close"  button using the Advanced Properties and then adding in a new name for the Save and Close Text (as shown here)

The image in the step below shows the renamed "Save and Close" button to "Save this Record"

The Save and Close button renamed

The Save and Close button renamed

Save Draft will automatically be set by default. It allowed the form to be saved as a Draft (planned). Set it according to the type of data you are capturing.

Save Draft will automatically be set by default. It allowed the form to be saved as a Draft (planned). Set it according to the type of data you are capturing.

Draft allows the user to save the form as a draft that will appear throughout the system as a draft (planned data) that later can be opened and then saved as completed

Draft status should be set to Yes for events like session planning events such as resistance training sessions, reviews etc. Data which is planned in advance and then needs to be opened and completed.

Medical Data is best not to be set as a Draft event

For this example, we are setting the Advanced Properties for an Injury Form, so "Save as Draft" would be set to No. The "Save Draft" shown in the image in the step above will NOT show for this form.

Save and Enter Another allows you to Save the event form and then select a different event to enter for a different athlete/group of athletes

Save and Enter Another allows you to Save the event form and then select a different event to enter for a different athlete/group of athletes

Once you click "Save and Close" you will be taken to the athlete history page for that event to review their data. If you want to be able to save a data entry form and then continue to enter other data for other athletes, then you should enable the "Save and Enter Another".

If you set "Save and Enter Another" to No then this button will NOT appear on the data entry form

Save and Print allows a user to save the data and create a PDF of the recently entered information. This is useful for review forms or medical forms

Save and Print allows a user to save the data and create a PDF of the recently entered information. This is useful for review forms or medical forms

Many forms do not need to be saved and then have a pdf created. However, some types of data or review forms may need to be printed to a pdf for further printing. Enable this by setting the "Save and Print" to Yes. By default it will be set to No (e.g. not to print).

Save and Print enabled: Now set whether you need it to print as a portrait or landscape

Save and Print enabled: Now set whether you need it to print as a portrait or landscape

If you selected "Save and Print" you can also select the format that the form should print: Landscape or Portrait.

For forms with tables (like resistance training forms) you would set it to be landscape.

For forms like a basic fitness test you would set it to portrait.

The example here shows that Portrait has been selected.

Print All allows you to specify whether any related events (linked records) that have been entered should be printed (if there are any). Linked Records are discussed in Advanced Properties: Linked Records).

Print All allows you to specify whether any related events (linked records) that have been entered should be printed (if there are any). Linked Records are discussed in Advanced Properties: Linked Records).

Any Related Events (disucssed in the Advanced Properties: Related Events) section can be printed as well. This means that any records that are set up as Related Events, which are linked to an event, will be printed when the save and print button is clicked when viewing the Event Form.

If you ONLY want the form to print (and not the Related Event Records), select Print "All"- No

If you want all of the Related Event Records to be included in the PDF for printing select "Print All"- Yes

Enable Group Entry allows you to specify whether the event should appear on the Enter Data Page when entering data for a group.

Enable Group Entry allows you to specify whether the event should appear on the Enter Data Page when entering data for a group.

When you enter data for a group you click, Enter Data for Group, you select the group and then select an Event Type. Some forms may not be suited to group entry, so you can minimise the number of forms that appear on the Type of Event Page for group entry. Musculoskeletal screening assessments, Injury and Medical Illness Forms through to Reviews are usually only entered for one athlete at a time. You can remove the event from appear on the "Enter Data for group" type of event page by selecting No on the Group Entry button (shown in the image in the step below).

Do you want the event to appear in the Enter Data for Group event list? If not, select False

Do you want the event to appear in the Enter Data for Group event list? If not, select False

If you want the event to show select True

If you want the event to be hidden select False

The Group Entry setting is important, as some forms like Injury Records should not be enabled to enter for a group. But, fitness testing data would be set up.

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