The Form Management module is used to manage the forms, e.g. request forms and project forms, used by the laboratory and by preLink. Here you can view, custom-create, upload, and delete forms. 


To access this module, navigate to "Administration > General > Miscellaneous > Form Management", as shown below.




This will bring you to the following screen:




Search


To quickly search for a Form in the list: 

  • Select Profile Name in the drop-down list, and enter the Profile Name in the Search field.
  • Or, select Barcode Id in the drop-down list, and enter the Barcode Id in the Search field.
  • Click on "Search". 
  • Click on "Clear" to quickly clear the Search field.



Adding a New Form


  • Click on "Add new record" (below the Search field).


The following options will appear on the screen:



  • Enter the Name of the form.
  • Enter the Form Barcode Id (this is overridden when used by a Project Submission Form).
  • Select the Request Capture Type from the drop-down list (e.g. Capture types used in the Data Capture process).
  • Enter the Left Border Pixel Width. Default=3 (sets the border of the scanning region starting point). 
  • Enter the Top Border Pixel Width. Default=3 (sets the border of the scanning region starting point). 
  • Select "Yes" or "No" for the Process Regions/OMR (Regions of the form that are set to be recognized by the scanner/optical device used). 
    • If "Yes" is selected, the following option will appear:
    • Enter the OMR (Optical Marker Recognition) Fail Barrier (numerical value).
  • Select "Yes" or "No" for whether or not the form will have Manually add tests. 

As stated on the screen, the following options are ignored if the scan station (Image Station) is set to Auto Detect.

  • Select the Paper Size from the drop-down list (standard international paper sizes).
  • Select the Pixel Type from the drop-down list (B&W, Full Color, or Grayscale).
  • Enter the DPI (Dots Per Inch). A numerical value denoting the print resolution (e.g. 300 dpi).

Once complete:

  • Click on "Insert", (or click on "Cancel" to cancel changes and return to the Form Management screen).


After clicking on "Insert" the following tabs will appear on top:



You can now return to the Form Management screen, where the new form will be added to the list, by clicking on "Return to List" (top-right side of screen) or continue editing the tabs (see the "Editing a Form" section below).



Editing a Form


  • Click on "Edit" on a form in the Form Management screen list.

Or

  • Continue from the above section.



1. Details Tab



These are the details created in the initial set up of the form. Here, details can be edited and updated, and the form can also be deleted.


  • Edit the details, if required.
  • Click on "Update", (or click on "Cancel" to cancel changes and return to the Form Management screen).


To delete the form:

  • Click on "Delete", and then "OK" in the pop-up confirmation box.



2. Region/OMR Setup Tab


The Region/OMR (Optical Recognition Marker) tab is used to allocate regions of the form for the scanner/optical device scanning the form to recognize and retrieve data. This tab is divided into two sections, Special Regions and OMR Setup, and OMR Positions (Tests). 



Special Regions and OMR Setup:



The items in this list (shown above) represent the special regions of the form (e.g. the Request Number Area), and are configured according to width and height, and their X/Y axis positioning on the form (measured in pixels/dpi), according to the chosen paper size in the Details tab (eg. A4).


To add a new special region:

  • Click on "Add new Record" (top left, above the Special Regions list). The following options window will appear:



  • Enter the X & Y Start positions.
  • Enter the Width & Height dimensions (measured in pixels).
  • Select the Region/OMR Type from the drop-down list (e.g. Manual or OMR). Note: "Manual" means the region/field of the form will be written by hand/pen.
    • If the mark (OMR) is set (selected in the above option), select the form region to be recognized in the drop-down list (eg. the Request Number Area).
    • Select the outcome that the above option Equals (becomes) in the drop-down list.
  • Click on "Insert" to add the region to the list, (or "Cancel" to cancel changes and close the options window).


To edit/delete a special region:

  • Click on "Edit" on a special region in the list.
  • Edit the details, if necessary, and click on "Update".
  • To delete the special region, click on "Delete" and "OK" in the pop-up confirmation box. 



OMR Positions (Tests):



The items in this list (shown above) represent the other regions of the form (i.e. the tests and profiles), and are configured according to width and height, and their X/Y axis positioning on the form (measured in pixels/dpi), according to the chosen paper size n the Details tab (eg. A4).


To add a new OMR region:

  • Click on "Add new Record" (top left, above OMR Positions list). The following options window will appear:



  • Enter X & Y Start positions.
  • Enter the Width & Height dimensions.
  • Select the OMR Type from the drop-down list (Test or Profile).
  • Select the Name (of the test or profile) from the drop-down list. 
  • Select the Order Code (of the test or profile) from the drop-down list.
  • Click on "Insert" to add the region to the list, (or "Cancel" to cancel changes and close the options window).


To edit/delete an OMR region:

  • Click on "Edit" on an OMR region in the list.
  • Edit the details, if necessary, and click on "Update".
  • To delete the OMR region, click on "Delete" and "OK" in the pop-up confirmation box. 



3. Custom Form Tab


Note: Custom forms (.repx) are created with the preLink Report Designer. Contact preLink Support to inquire about custom REPX forms.



Here a custom (.repx) form can be uploaded from the PC or network and previewed.

To upload the REPX form:

  • Click on "Choose File" under "Upload/Replaced Forms" (top left) .
  • A Windows Explorer window will open. Navigate to the folder that REPX form is located on the PC/network.
  • Select the form and click on "Open".
  • Click on "Upload Form". 


The following message will appear if successful:



The form will then appear as a preview under "Form Preview" and the Page navigation toolbar.



Note: If the preview does not appear immediately, refresh the browser screen.



Copy an Existing Form


To quickly copy the setup of an existing form in the Form Management list:


  • Click on the "Copy Form" link at the top of the screen.



The following options will appear on the screen:



  • Select the form to Copy From from the drop-down list.
  • Enter the name of the new Form to copy to.
  • Tick, or untick, the checkbox according to whether you want to edit the form after creation.
  • Click on "Create New Form".