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
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)
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
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 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).
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.
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).