Overview
PIMSY has the capacity for creating and utilizing many forms for clients and/or users. These forms are easy to use when you need to collect important data for your records.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for each applicable Q&A form
Step-by-Step Instructions
Follow the below instructions to learn the basics of using Q&A forms. There are various areas in the system that have Q&A forms. For the purpose of this article, we will be looking at a Q&A form under the Client Forms section of a client chart in the desktop platform.
Step 1: Filling Out a Q&A Form
To complete and save new data:
Access a Q&A form and complete all relevant fields on the left panel.
Once filled out, click the Save button. The new data will appear in the right panel as the most recent active data.
At this point you can do one of two things:
- Modify entries by changing your answers on the left and the system will update them on the right by overwriting the existing data.
OR
- Click the Clear/New button and enter new answers. The date at the top of the panel can be changed if you need to enter the data with a different date.
This refreshes the grid on the right with the new answers but does NOT overwrite what was there. You can now filter for the older inactive answers as well as the new data.
Step 2: Additional Items to Know
Grouping Questions/Answers - Questions and answers can be grouped together by dragging a column header to the gray space above them.
Filtering Questions - Use the Filter to locate specific questions, answers, etc. This can be helpful when printing reports. Whatever you filter for will be printed on the report when you click the Report button. The filter tool can also be used to list question/answer history if there have been changes.
Step 3: Using Reports
To use reports, click the Report button on the top right of the right panel.
Check all applicable options that you would like to have included in the report. Once done, click the Print button.