Form categories help you organise different types of forms in your template library. You’ll need the correct admin permissions to access this area, which are assigned based on individual requirements.
Edit a form category
You can update a category by:
Renaming it
Changing its colour code
Click a category to view all forms assigned to it, then make your changes.
Archive a form category
You can archive a category as long as none of its forms are linked to active care plans.
Add a new form category
To create a new category:
Choose a colour code.
Click Save.
The new category will appear in your list of categories.
Assign forms to categories
After creating forms, you can assign them to the appropriate category to keep your library organised.