Your Full Name^*

Organisation / Facility Name^*

Training Consultant^*

Date of Training^*

1. Create a new Schema Version for your training session^*

2. Add a New Form the item properties Name & Caption for Form:
Name frmTrainingInitialsDate, Caption for form Designing a New Form
Tab: Name tab_TrainingInitialsDate_1, Caption for Tab: Step1
Panel: Name pnl_TrainingInitialsDate_Inst, Caption for Panel: Design Instructions
Label: Name lbl_TrainingInitialsDate_1, Caption for Label: Have you Backed Up Your
Schema Version????^*

3. Save Form Schema and select the location Assessments/Plans^*

4. Add a new Tab to your training Form,
Name tabTrainingStep2InitialDate Caption for the tab Step 2^*

5. Add a new Panel to Step 2Tab-
Name pnl_TrainingStep2InitialDate Caption Design Problems Encountered)^*

6. Add a textbox: Name txt_WhyDesignFrmInitialsDate Caption Why do you want to
design a form?
Example of field naming convention-representative of caption (No hyphens or
spaces)
Add a Progress Note Caption: I want to design in form in Leecare because:
Add a Report Caption: Report caption for Designing a form
Add Background Text: Designing Forms is so much fun!^*

7. Add a radio button: Name rdoTrainingInitialsDate Caption Have you designed a
form previously?
Lookups will be Yes/No/Unsure select edit lookup – add value and text:
text will display the Yes/No/Unsure Value to Y/N/U^*

8. Add a Group Name grp_TrainingInitialDate_DesignCreation Caption Design
Creation
Add a drop-down selector with the
Name drp_TrainingFormType
Caption: what sort of form do you want to create? Look ups
Form/SubForm/GridSubForm.^*

9. Add a GroupCheckBox: Name gchk_TrainingInitialDate Caption What was helpful in
designing a form?
Name chk_TrainingInitialdate_1 Caption 1. Read the Manual
Name chk_TrainingInitialdate_2 Caption 2. Attended Training
Name chk_TrainingInitialdate_3 Caption 3. Just Winging it.^*

10. Add a label: Name lbl_TrainingInitialDate
Caption Have you read the DFF User Manual.^*

11. Add a Button to your training form and add an event to Open the Progress Notes
Name btn_Training_PN
Caption Click here to Open Progress Notes^*

12. Edit the lookup of your Radio Button (*7) to reflect Y/N/NA
(NB: changing the text for the Unsure to NA but keeping the value if the fields has
collected historical data – refer to IDDSI HTC for rationale/example)^*

13. Add a Date Picker Name dat_trainingInitials Captioned: Date New Form is Required^*

14. Move this date picker to below the field ‘Why do you want to design a form?’^*

15. Add a Signature – Name pnlTrainingInitialsDate
Name sigTrainingInitialDate Caption Resident Signature^*

16. Copy Schema from another form (Use Step 1 panel) – copy the Nutrition Consistency
Group (located A Picture Care Plan- Meals Drinks panel)^*

17. Copy a Schema field from ‘A Picture Care Plan’ – Call Bell Staff Interventions (located
Picture Care Plan tab/ Safety panel)^*

18. Hide the field ‘Swallowing difficulty Details’ (it was in the Nutrition Consistency
Group)
Remove from parent in the fields ‘Other’ located below each diet type consistency^*

19. Add an event to your Original Training Form to Open the Care Evaluation – example
of workflow instructions ‘on Save Form’^*

20. Make the label (*2): Have you backed up your Schema ???? not visible in Reports^*

21. Add a SubForm: Name frmTrainInitialDate Caption Your Name Subform,
tabTInitialDate Caption Subform pnlTInitialDate Caption Observations
lblTInitialDate Caption Complete a new form for each incident
Add a Label ID (the record ID will display automatically from the site map – the label
ID will record the record ID to the top of the sub form
Name lblIDtrainInitialDate Caption Record ID
Add a date picker and comments field to the panel.
Add a document upload field(pro_...............) this will allow documents to be added to
sub forms^*

22. Add the new sub form to your panel in Step 2 (Original Training Form)
Your subform is now a field prefix-- is rsub^*

23. Add a Grid SubForm
frmGridInitialDate Caption Your name Grid Subform
tabGridInitialDate Caption Grid Subform
pnlGridInitialDate Caption Observations
datGridInitialDate Caption Date
txtGridInitialDate Caption Time
drpGridInitialDate Caption Stoma Site Checked
txtGridCommentInitialDate Caption Comment^*

24. Create a new panel
pnlGridSubformInitialDate
Add the new grid subform using the prefix gsub^*

25. Move the Training form you have created from Assessments/Plans to
Assessments/Evaluations (Form Group Options Management)^*

26. Restore Schema Version to a previous Back Up version (as directed by your trainer)^*