Quick Forms Quick Start Guide

Quick Forms allow you to specify the actions to take, or questions to ask for specific scenarios. This allows you to build in your triage and troubleshooting process directly into the screen.

This ensures the correct process is always followed and that the right data is always captured.

Enable Quick Forms

1. Enable “View Quick Forms” permission in the relevant IPK Security Role

2. Navigate to System Administration ->IPK Management -> Quick Forms)

Add a new Quick Form and Questions

1. Add a new Quick Form

2. Add Questions to the new Quick Form

3. Save

Link Call Types to Quick Forms

1. Navigate to Link Types to Quick Forms Admin

2. Select a Type and a Form and click Link Type to Form

   

3. Save

4. Log a call and select the linked type