Parent-Child Linked Event Forms that have Related Event Forms

If you link an Event Form from a Parent site to a child Site and the Event Form has Related Event Forms associated with it, remember that you will need to Link (NOT COPY) any Event Form/s used as a Related Event.

N.B. If you Link an Event Form that has Related Events, but you do NOT link the Event Forms that are related, the Linked form will still load, but any unlinked Related Event Forms will not appear (just as they would if the user did not have permission to access the Event Forms).

N.B. If the Event form was linked from the Parent Site, you CANNOT add in any other Related Event Forms to the Linked Form on the Child Site .

The Event Form in the Parent Site called "Injury Record" is being Linked (shared) with a Child Site

The Event Form in the Parent Site called "Injury Record" is being Linked (shared) with a Child Site

In this Event Form there are Related Events which reference different Event Forms on the Parent Site

In this Event Form there are Related Events which reference different Event Forms on the Parent Site

One of the fields in the Injury Record is also set to Pull Through Related Event Summary Data, which pulls data back from a Related Event Into the Original Record

One of the fields in the Injury Record is also set to Pull Through Related Event Summary Data, which pulls data back from a Related Event Into the Original Record

When data is entered into the Event Form on the Parent Site, the Related Events appear as expected (as long as the user has permission to access these Event Forms)

When data is entered into the Event Form on the Parent Site, the Related Events appear as expected (as long as the user has permission to access these Event Forms)

The Event Form has a number of Related Events set up. If these are not linked to the Child site, then these Event Forms will not appear, and any Related Event Summary data from these fields will not pull through either.

All Related Event Summaries pull through to the corresponding SOAP note dates

Only Linked Event Forms will appear as related events in the Injury Form, any Event Forms NOT linked between the Parent and Child site, will not appear as Related Events

Only Linked Event Forms will appear as related events in the Injury Form, any Event Forms NOT linked between the Parent and Child site, will not appear as Related Events

This is the list of Event Forms on the Child Site. You can see that the original "Injury Record" Form is linked, and the "Related Event Parent 1", "Related Event Parent 2", "Related Event Parent 3" are also linked. However, there is no "Related Event Parent 4" so this Event Form will NOT appear and none of the related event summary data can pull through from here too.

When the Event Form with Related Events is opened/entered in the Child site, only the accessible Related Events and Related Event Summaries appear

When the Event Form with Related Events is opened/entered in the Child site, only the accessible Related Events and Related Event Summaries appear

The Linked Related Events only also appear in the sidebar

The Linked Related Events only also appear in the sidebar

Additionally, only the Related Event Summary data from the Linked Forms appears

Accessible Related Events can still be opened, and new Events can be entered on the Child Site.

Accessible Related Events can still be opened, and new Events can be entered on the Child Site.

On the Child site, new entries can be entered via the New Entry Buttons (as shown in the image below).

An example of a new Ankle Assessment being entered

An example of a new Ankle Assessment being entered

This entry is shown as a related event with the Injury Record, and any associated Related Events summaries are pulled through

This entry is shown as a related event with the Injury Record, and any associated Related Events summaries are pulled through

On the Child site the Injury Record entry can be edited and saved (as long as they had read and write access to the Event Form)

Any Event Form changes, or Related Events entered on the Child site will appear on the Parent Site and vice versa.

N.B. Even if you "COPY" (NOT link) a Related Event Form from the Parent Site to the Child Site (e.g. called Parent Related Event 4), or create another new Event Form on the Child site called "Parent Related Event 4", this Event Form will NOT appear as a Related Event when you enter in data into the Injury Record in the Child site

Even if you Copy a Form from the Parent Site to the Child site, or set up a new Event Form on the Child site with exactly the same name as a Related Event Form, the copied form or new form will still NOT appear as a Related Event on the Child site. The ONLY way to set this up is by building the Event Forms on the Parent Site and then Linking them to the Child Site.

N.B. Remember that Performance Standards are NOT linked between sites. So, in the example here, the injury status and current status fields on the Child site, do not colour based on the Parent sites' Performance Standards

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