Insight provides the ability to create and maintain online forms, develop questions, and manage dependencies between questions. Business owners designate administrators to be responsible for the forms in their respective areas. Only these designated individuals are given administrative access to Insight which allows them to add and maintain the forms.
These administrators are able to modify or add to the online forms in Insight in a timely manner. Only approved versions of the forms are presented to the user for completion and once a new version of the form has been approved, the older versions become obsolete and will not be accessible by the user.
The Forms Management pages are accessible as follows:
For Humans: Admin => Humans Management => Forms Management
For Conflict of Interest: Conflict of Interest => Forms Management
For Animals: Admin => Animals Management => Forms Management
Using the Forms Management Tool the administrator is able to do the following without intervention from the IS department:
Add a new question to a questionnaire, using any of the pre-defined controls
Remove a question from a questionnaire
Re-order questions within a given questionnaire
Change the wording of any question (including the text of any radio buttons, check-boxes, etc…)
Change the wording of an error message for any required standalone questions
Create a link to an external website within a question (e.g. a label question that contains a link for help)
Set the properties of a question
Mark questions as required and designate the error message that will be displayed if the user does not answer the question
Formatting properties, e.g. underline, font weight & style, justification (left, right, center), horizontal or vertical display for radio buttons
Include a horizontal rule above a question to separate out visually
Designate the Parent question (for conditional dependencies)
Designate any required attachments (e.g. Drug Diary)
The following changes are not maintainable using the Forms Management Tool. These require maintenance by the IS department:
Change style of the page, including the color and general layout of the pages
Change the default behavior of a control (i.e.: the wrapping of text on radio buttons)
Change any properties which are not provided by the User Maintenance UI
Use scripting language to validate conditionally required questions and more complex business rules, including required attachments