Copying Form Data







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To aid in the data collection process for FormBuilder created forms, AWARDS contains a "Copy FormBuilder Data" feature.  This helpful feature, accessible on client intake forms after intake/admission has been processed, enables staff from one program to copy the form data for a specific client in that program from the same form completed for him/her in another program.

  NOTE: The "Allow option to copy over preexisting form data at Intake?" option that controls which forms Copy FormBuilder Data is available for is set during the process of building a form or making changes to a form.

The Copy FormBuilder Data feature requires access to client intake records in the Intake/Admission module.  Users with this access can copy form data immediately after intake/admission is processed for a client, or at a later time as needed.

For detailed information on this feature and the process of copying form data, please click here.

  https://demodb.footholdtechnology.com/help/?11500