Editing a Form

Once a form has been uploaded, it needs to be edited so that the platform can interpret it properly.

This step is essential to the record creation process because it ensures that the form can be used and will reduce errors in the final training record.

To learn more about editing a form, review the following information.

1. Description Tab
   The description tab displays all the form details entered when the form was initially uploaded.
   
   
2. Input Fields Tab
   The Input Fields tabs allows you to fill in the blanks of a form.
   
   
3. EDIT Button
   Clicking on the EDIT button allows you to edit the form’s name, revision number and description. It also allows you to create and edit the input fields.
   
   
   
   
   
4. Uploaded Form
   Once you’ve clicked the Input Fields tab, you’ll be able to see the uploaded form.
   
   
5. Input Field Types
   

   There are three available Input Field types: General Information (pink), Grading Scheme and Session information (blue) and Grading Tasks (green).

   General information refers to the trainee’s identification information, Grading Scheme and Session Information refers to details pertaining to the session. Grading Tasks refers solely to the tasks that will be graded.

6. Input Field List
   This list displays all the created input fields by name and type. Click on the double arrows next to “Expand All” to view the entire list.
   
   
   
   
   
7. Zoom Feature
   This feature allows you to zoom in and out of the document to create the fields easily. Click on the minus (-) button to zoom out and plus (+) button to zoom in.
   
   
8. Pan Tool
   When selected, the Pan tool helps you drag and move around the page quickly.
   
   
9. Select Tool
   The Select tool allows you to select multiple input fields at once.
   
   
10. Input Field Types
    As mentioned before, the input field types are color coded. Click the selected color for the field you’d like to create, then draw a square over the blank section. You can always resize the square later. To delete it, select it and hit backspace on your keyboard.
    
    
11. Parameters Menu
    Once you’ve created the shape, select it and it will open the Parameters menu where you’ll need to name it and enter various details to ensure the field functions as desired.
    
    
12. Save & Done Button
    To save your progress, click on the Save button. To exit the editing mode, click on the Done button.

For a printer-friendly version of this content, please refer to the CAERiseEditor_CUSTOMERS_02_Editing a Form document attached to this article.