Modify Coding Forms

To change the order of coding forms, or to revise or delete an existing coding form.

  1. Review Manage Review Case Settings for instructions on opening the case settings options.

  2. Click the Coding Forms tab.

  3. To re-order coding forms (as they are listed in both Case Administration and in the list in (Enterprise Record View), drag each form to be moved to its desired location in the coding form list.

    Note: To sort the coding forms list, click to display the sort menu and choose an option.

  4. To delete the selected coding form, click , then click Yes in response to the confirmation message.

  5. To revise the selected coding form, click , and make changes as follows:

    1. Fields: Add, remove, or reorder the fields in the form.

    2. Tags: Add, remove, or reorder tags in the form.

    3. Rules: Add, remove, edit, or reorder tag rules in the form.

  6. Edit or delete a rule by hovering over the row with the relevant rule and clicking either the or button that appears to the left. See Create New Coding Forms for details on coding form options.

  7. When finished, click .

  8. Notify users of the changes that have been made.

 

Related Topics

Overview: Coding Forms