Managing Sections
To manage existing sections, select the Form Builder module under Documents from the horizontal menu. Next, navigate to the Sections tab. From this view, you can see a complete list of all existing sections.
Search for a section by ID or Name by clicking the Search icon next to the respective column heading.
To show any column data in ascending or descending order, click the Sort icon to the right of the column heading.
You can also filter by type by clicking the Filter icon in the Type column heading. Select a type from the dropdown list, then click OK to update the results. To clear the filter and restore the full list of sections, click the Filter icon again, then click Reset.
To view a section, click the View button under the Actions column. This will open a window that shows what the section looks like in the template, as it would be viewed by the user in ezGMP.
To perform additional actions, click the down arrow under the Actions column.
- Lock: Users with admin permissions can lock sections to prevent them from being edited by clicking Lock from the dropdown menu.
- Edit: To edit a section, click Edit, make the desired changes, then click Save.
- Change Request: If a section is locked and uneditable to a user, the user can request changes by clicking Change Request. This launches a Document Change Request form. The Document Name field will auto-populate with the name of the selected section. The user can complete the form and click Save to submit the Change Request.
- Archive: To remove a section from the list, click Archive.
- Copy: To copy a section, click Copy.
