COI Forms Management and Reference Codes Overview

 

Insight provides the ability to create and maintain online forms, develop questions, and manage dependencies between questions.  COI Super Users are given administrative access to Insight which allows them to add and maintain the forms.

 

COI Super Users can access the Forms from:

 

To support the entry of lists (such as organization, hospital boards, committees, etc.) into the forms tool, reference codes (refcodes) were created.  Reference codes allow the user to create lists in one place that may be accessed by multiple forms / questionnaires.  If the list is very long, it is especially helpful, so that the list does not need to be added and maintained multiple times across multiple forms.  The user also has the ability to mark items in the refcode table as inactive if they no longer want them to appear in the list.

 

COI Super Users can access the Refcodes from:

 

See the Insight Administration User Manual that documents how to create and maintain new forms, develop questions, and manage dependencies between questions.  The guide also instructs the user on how to establish and maintain reference codes within the system.