Assign Report Types To A Team
This is how the forms available to be completed by a particular team are managed. So for instance if you have a team that only works with pediatric patients then that team only needs the relevant forms and would not include Elder Abuse, as an example. This helps streamline the available options for the team members.
Form Admin (usually assigned to a Team Manager), Team Admin, Account Admin
2. Click on Sign in
3. Click on user menu
4. Click on Teams
5. Click on team for which you want to assign reports
6. Click on Edit Team
7. Click on Available Forms
8. Use drop down box to select forms you wish to add
Clicking the form name in the menu will select the form and add it to a list of selected items. You may select multiple items to add to the team at once.
For guidance on which forms to add to the team, contact your manager.
9. Click on Submit
Once saved, the newly added forms will be available to be completed within the selected team.
10. Click on the x to exit
