Below is a breakdown of the video where we review how to manage your eForm Library. We will go over how to delete older eForms and restore any accidentally deleted eForms.
Key Steps
1. Access the E-Form Library 0:13
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Navigate to the administration section at the top of the interface.
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Click on the shortcut icon labeled 'Manage E-Forms' or select 'Forms' on the left side and then 'Manage E-Forms'.
2. Search for E-Forms 0:29
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Use the search bar at the top of the e-form library to find specific forms.
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For example, type 'HPV' to locate related e-forms.
3. Delete an E-Form 0:53
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Click on the name of the e-form you wish to view before deletion (optional).
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To delete, click on the trash can icon located on the far right under the 'Action' column.
4. View Deleted E-Forms 1:12
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If you need to check deleted forms, click on 'View Deleted' at the top of the e-form library.
5. Restore a Deleted E-Form 1:27
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Click on the name of the deleted e-form to view it.
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If you want to restore it, click on the 'Restore' button on the far right under the 'Action' column.
6. Refresh the E-Form Library 1:43
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After restoring an e-form, exit the admin panel to refresh the library.
7. Verify Restoration 1:57
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Re-enter the admin panel and go back to 'Manage E-Forms'.
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Use the search function to confirm that the restored e-form appears in the library.
Cautionary Notes
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Ensure that you are certain about deleting an e-form, as this action cannot be undone unless you restore it from the deleted list.
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Always check the 'View Deleted' section before finalizing deletions to avoid accidental loss of important forms.
Tips for Efficiency
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Regularly review and clean up your e-form library to keep it organized.
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Use specific keywords in the search bar to quickly locate forms you want to manage.