Form Associated With Article Content

Form Associated With Article Content

Goal & Usage

Organisation can add content to the community modules and share them with the various members of the community. This can include content about services offerings for clients, news updates to engage teams, and policy or procedure content to ensure everyone is aware of your standards of practice.

In some cases it is relevant to gather feedback from these items of content, or have staff or clients sign off on acceptance of policies. If this is the case, you can link a form to an article or video and it becomes available in the article on the application. Some examples inlude: 
  1. Policy Update - Attach a staff sign off / acceptance form 
  2. News about an upcoming event - Attach an expression of interest form 
  3. Resident Story - On an article about a resident (shared with their consent of course) add an form to nominate a resident story 
  4. Team News - Attach a confidential feedback form.

Steps

Creation of New Article/news

1. In Management Portal, Navigate Community>{Organisation Name} News

2. On top right hand corner of the screen there is a "Create Button" 
3. Complete all the required fields, then there is a "Form Format" field there you can click it and select the form formats that you want to be associate in the news or article. The user can select multiple form formats.

4. Click Save and Publish.

Editing existing Article/News

1. In Management Portal, Navigate Community>{Organisation Name} News

2. Select the article/news that you need to update.
3. On left side of the modal you can see a Form Format header, just collapse it and it will show all the selected form formats if any and you can select the form formats you want to add.

4. Click "Save" or "Save and Publish" on the upper right hand of the screen.


How it appears on the mobile

    • Related Articles

    • Building Form Formats

      Forms are a huge part of care and compliance and they are here to stay. You can greatly optimize your teams time and effort by being smart with forms, adding workflows to forms and leveraging data points in forms, meaning you get more value from your ...
    • Media Categories

      What are Media Categories? A Media Category may represent a type of content you publish. It may differentiate team updates for your staff and community updates for you clients. They serve two purposes: To organize your content such as articles & ...
    • Forms for Specific Service Types Explained

      For some types of service there may be a need to collect additional standard information about the service. An example might be a medication service requiring staff to complete a medication checklist recording which medications were administered, in ...
    • Form Format Data Types

      On the CareVision Management Portal, users will encounter various Data Types whenever they create a new Form Format. These Data Types enable organisation coordinators and administrators to curate specific data that they need from their clients and ...
    • How to Create Forms for Clock In

      Clock-in Questionnaires The start of a shift can be the best time for staff members to manage administrative tasks before going about their day. Some organisations require staff to complete a form before clocking-in for a number of reasons including: ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.