{"id":1629,"date":"2023-03-12T16:56:08","date_gmt":"2023-03-12T16:56:08","guid":{"rendered":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/?page_id=1629"},"modified":"2025-04-17T12:11:09","modified_gmt":"2025-04-17T12:11:09","slug":"adding-and-editing-a-form-group","status":"publish","type":"page","link":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-and-editing-a-form-group\/","title":{"rendered":"Adding and Editing a Form Group"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-1629\" data-postid=\"1629\" class=\"themify_builder_content themify_builder_content-1629 themify_builder tf_clear\">\n    \t\t\t<!-- module_row -->\n\t<div  data-css_id=\"4cii370\" data-lazy=\"1\" class=\"module_row themify_builder_row fullwidth tb_4cii370 tb_first tf_w tf_clearfix\">\n\t    \t\t\t<div class=\"row_inner col_align_top tb_col_count_2 tf_box tf_rel\">\n\t\t            <div  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/\">Finding Documents That Are Being Reviewed<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3970'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-filter-search\/\">Searching Review Status Using the Filter Search<\/a> <\/li>\n<li id='menu-item-3972'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-drill-down-search\/\">Searching Review Status Using the Drill-Down Search<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1464'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/\">Accepting Reviewer Changes to a Document<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3977'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/\">Initiating the Signoff Process<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3983'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/sending-standalone-signature-activities\/\">Sending Standalone Signature Activities<\/a> <\/li>\n<li id='menu-item-3985'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/signing-off-on-a-document-revision\/\">Signing off on a Document Revision<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1462'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/publishing-the-document-revision\/\">Publishing the Document Revision<\/a> <\/li>\n<li id='menu-item-1461'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-1460'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/\">Additional Document Review Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3987'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/viewing-and-managing-all-activities\/\">Viewing and Managing All Activities<\/a> <\/li>\n<li id='menu-item-3990'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/deleting-reassigning-or-changing-activity-due-dates\/\">Deleting, Reassigning, or Changing Activity Due Dates<\/a> <\/li>\n<li id='menu-item-3992'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/quick-routing-for-document-revision\/\">Quick Routing for Document Revision<\/a> <\/li>\n<li id='menu-item-3994'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/taking-over-a-review-group\/\">Taking Over a Review Group<\/a> <\/li>\n<li id='menu-item-3996'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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Linking Word Documents<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1459'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/\">Additional Document Review Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4002'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/\">Document Movement During the Review Process: Native Format<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4010'  class=\"menu-item menu-item-type-post_type 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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/auto-notification-of-overdue-activities\/\">Auto-Notification of Overdue Activities<\/a> <\/li>\n<li id='menu-item-4008'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/possible-errors-during-checkout\/\">Possible Errors During Checkout<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1481'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/\">Training Center<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1484'  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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notification-for-an-individual-user\/\">Sending Training Notification for an Individual User<\/a> <\/li>\n<li id='menu-item-3876'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notices-for-an-individual-document\/\">Sending Training Notices for an Individual Document<\/a> <\/li>\n<li id='menu-item-3878'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-standalone-quiz-activities\/\">Sending Standalone Quiz Activities<\/a> <\/li>\n<li id='menu-item-3879'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/how-training-requirements-are-sent-to-managers\/\">How Training Requirements Are Sent to Managers<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3881'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/\">Monitoring Training Status<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/monitoring-electronic-signatures\/\">Monitoring Electronic Signatures<\/a> <\/li>\n<li id='menu-item-3885'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/\">Deviation Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3886'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-notification-options-for-training-deviation-reports\/\">Training Notification Options for Training Deviation Reports<\/a> <\/li>\n<li id='menu-item-3888'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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id='menu-item-3894'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-location-and-document-using-job-planning\/\">Training Deviation by Location and Document Using Job Planning<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3895'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/\">Cycle Notification Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3897'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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Training<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3900'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/\">Additional Training Coordination Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3902'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-users-to-schedule-their-own-training\/\">Allowing Users to Schedule Their Own Training<\/a> <\/li>\n<li id='menu-item-3904'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-department-managers-to-complete-user-activities\/\">Allowing Department Managers to Complete User Activities<\/a> <\/li>\n<li id='menu-item-3905'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/\">Entering Training Records Manually<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3907'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/entering-training-records-from-the-training-tab-of-the-user-detail-page\/\">Entering Training Records from the Training Tab of the User Detail Page<\/a> <\/li>\n<li id='menu-item-3909'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/manually-entering-or-deleting-training-records-from-the-manage-training-records-menu-option\/\">Manually Entering or Deleting Training Records from the Manage Training Records Menu Option<\/a> <\/li>\n<li id='menu-item-3911'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/deleting-training-records-using-the-delete-training-records-tab\/\">Deleting Training Records Using the Delete Training Records Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3913'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/overriding-document-training-type-default-based-on-job-assignment\/\">Overriding Document Training Type Default Based on Job Assignment<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1483'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/\">Manager Sign-Off on Training Activities<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3915'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/trainee-preview-and-manager-sign-off-on-training\/\">Trainee Preview and Manager Sign-Off on Training<\/a> <\/li>\n<li id='menu-item-3916'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-employees\/\">Signing Off by Selecting a Group of Employees<\/a> <\/li>\n<li id='menu-item-4237'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-documents-for-an-employee\/\">Signing Off by Selecting a Group of Documents for an Employee<\/a> <\/li>\n<li id='menu-item-3919'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-on-a-group-of-activities-using-the-activity-search\/\">Signing Off on a Group of Activities Using the Activity Search<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1482'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/\">Creating and Managing Quizzes<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3924'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-overview\/\">Quiz Overview<\/a> <\/li>\n<li id='menu-item-3922'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/definitions-and-icon-descriptions\/\">Definitions and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-3926'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/permission-setting-for-the-quiz-module\/\">Permission Setting for the Quiz Module<\/a> <\/li>\n<li id='menu-item-3927'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-module-parameter-settings-in-application-options\/\">Quiz Module Parameter Settings in Application Options<\/a> <\/li>\n<li id='menu-item-3929'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/creating-the-master-question-list\/\">Creating the Master Question List<\/a> <\/li>\n<li id='menu-item-3931'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/inactivating-a-question\/\">Inactivating a Question<\/a> <\/li>\n<li id='menu-item-3933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-the-master-question-list\/\">Viewing the Master Question List<\/a> <\/li>\n<li id='menu-item-3827'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/adding-a-quiz\/\">Adding a Quiz<\/a> <\/li>\n<li id='menu-item-3935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-a-quiz\/\">Viewing a Quiz<\/a> <\/li>\n<li id='menu-item-3937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/taking-a-quiz\/\">Taking a Quiz<\/a> <\/li>\n<li id='menu-item-3939'  class=\"menu-item 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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/reviewer-workflow-tasks\/\">Reviewer Workflow Tasks<\/a> <\/li>\n<li id='menu-item-3947'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/user-training-activity\/\">User Training Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3949'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/check-list-for-implementing-the-quiz-module\/\">Check List for Implementing the Quiz Module<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1505'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/\">Change Control<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1514'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/change-control-terms\/\">Change Control Terms<\/a> <\/li>\n<li id='menu-item-1513'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/important-characteristics-of-a-change-order-packet\/\">Important Characteristics of a Change Order Packet<\/a> <\/li>\n<li id='menu-item-1512'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-a-change-order\/\">Adding a Change Order<\/a> <\/li>\n<li id='menu-item-1511'  class=\"menu-item 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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/signature-stage\/\">Signature Stage<\/a> <\/li>\n<li id='menu-item-3862'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/publishing-the-change-order-documents\/\">Publishing the Change Order Documents<\/a> <\/li>\n<li id='menu-item-3864'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/summary-of-what-happens-during-move-to-current\/\">Summary of What Happens During Move to Current<\/a> <\/li>\n<li id='menu-item-3866'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/completing-and-closing-the-change-order\/\">Completing and Closing the Change Order<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1510'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/deleting-a-change-order\/\">Deleting a Change Order<\/a> <\/li>\n<li id='menu-item-1509'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/searching-for-a-change-order\/\">Searching for a Change Order<\/a> <\/li>\n<li id='menu-item-1508'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/\">Canceling a Change Order Phase<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-6151'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-the-pre-review-phase\/\">Canceling the Pre-Review Phase<\/a> <\/li>\n<li id='menu-item-6149'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-formal-review-or-signature-phase\/\">Canceling Formal Review or Signature Phase<\/a> <\/li>\n<li id='menu-item-6147'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/starting-over-with-the-review-process\/\">Starting Over with the Review Process<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1507'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-or-deleting-documents\/\">Adding or Deleting Documents<\/a> <\/li>\n<li id='menu-item-1506'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/document-redlining\/\">Document Redlining<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1533'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/\">eForms<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1541'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/eform-terms-and-icon-descriptions\/\">eForm Terms and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-1540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-and-editing-a-form-design\/\">Adding and Editing a Form Design<\/a> <\/li>\n<li id='menu-item-1539'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-permissions-for-manual-forms\/\">Adding Form Permissions for Manual Forms<\/a> <\/li>\n<li id='menu-item-1538'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/locking-and-unlocking-a-form\/\">Locking and Unlocking a Form<\/a> <\/li>\n<li id='menu-item-1537'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/editing-the-packet-number\/\">Editing the Packet Number<\/a> <\/li>\n<li id='menu-item-1534'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/\">Adding a Field<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1536'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/form-field-definitions\/\">Form Field Definitions<\/a> <\/li>\n<li id='menu-item-1535'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/\">Field Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4023'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-2000\/\">Free Form Text Box (2000)<\/a> <\/li>\n<li id='menu-item-4025'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-unlimited\/\">Free Form Text Box (Unlimited)<\/a> <\/li>\n<li id='menu-item-4027'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-2000\/\">Free Form Text Editor (2000)<\/a> <\/li>\n<li id='menu-item-4029'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-unlimited\/\">Free Form Text Editor (Unlimited)<\/a> <\/li>\n<li id='menu-item-4031'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/object-list-multiple\/\">Object List (Multiple)<\/a> <\/li>\n<li id='menu-item-4049'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/file-attachments\/\">File Attachments<\/a> <\/li>\n<li id='menu-item-4051'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/signature\/\">Signature<\/a> <\/li>\n<li id='menu-item-4053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/auto-close-packet-when-completed-manual-forms\/\">Auto-Close Packet When Completed (Manual Forms)<\/a> <\/li>\n<li id='menu-item-4055'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/show-preview-for-form-design\/\">Show Preview for Form Design<\/a> <\/li>\n<li id='menu-item-4057'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/opening-packet-information\/\">Opening Packet Information<\/a> <\/li>\n<li id='menu-item-4059'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters-box\/\">Field Parameters Box<\/a> <\/li>\n<li id='menu-item-4061'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters\/\">Field Parameters<\/a> <\/li>\n<li id='menu-item-4063'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameter-examples\/\">Field Parameter Examples<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4065'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-facilities\/\">Adding Facilities<\/a> <\/li>\n<li id='menu-item-4066'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-facilities\/\">Deleting Facilities<\/a> <\/li>\n<li id='menu-item-4068'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activity-categories\/\">Adding Activity Categories<\/a> <\/li>\n<li id='menu-item-4070'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities\/\">Adding Activities<\/a> <\/li>\n<li id='menu-item-1562'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities-to-the-form-manual-form-only\/\">Adding Activities to the Form (Manual Form Only)<\/a> <\/li>\n<li id='menu-item-1561'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-help-text\/\">Adding Help Text<\/a> <\/li>\n<li id='menu-item-1560'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-design-reports\/\">Form Design Reports<\/a> <\/li>\n<li id='menu-item-1559'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/\">Form Templates<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1558'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/designing-a-form-template\/\">Designing a Form Template<\/a> <\/li>\n<li id='menu-item-1557'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/adding-the-template-to-the-form\/\">Adding the Template to the Form<\/a> <\/li>\n<li id='menu-item-1556'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/editing-the-template\/\">Editing the Template<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4208'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/multi-level-lists\/\">Multi-Level Lists<\/a> <\/li>\n<li id='menu-item-4213'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/value-map-lists\/\">Value Map Lists<\/a> <\/li>\n<li id='menu-item-1607'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-and-inactivating-a-field\/\">Deleting and Inactivating a Field<\/a> <\/li>\n<li id='menu-item-3831'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-data\/\">Adding Form Data<\/a> <\/li>\n<li id='menu-item-4218'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-form-data\/\">Deleting Form Data<\/a> <\/li>\n<li id='menu-item-4225'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/viewing-form-data\/\">Viewing Form Data<\/a> <\/li>\n<li id='menu-item-4232'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/setting-up-competency-assessments\/\">Setting up Competency Assessments<\/a> <\/li>\n<li id='menu-item-1608'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-form-displaying\/\">Limit Form Displaying<\/a> <\/li>\n<li id='menu-item-1609'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-access-to-the-add-button\/\">Limit Access to the Add Button<\/a> <\/li>\n<li id='menu-item-1610'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/forms-extractor\/\">Forms Extractor<\/a> <\/li>\n<li id='menu-item-1611'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/closing-a-packet\/\">Closing a Packet<\/a> <\/li>\n<li id='menu-item-1612'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/using-form-information\/\">Using Form Information<\/a> <\/li>\n<li id='menu-item-1613'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/searching-for-form-information\/\">Searching for Form Information<\/a> <\/li>\n<li id='menu-item-1614'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/linking-forms-together\/\">Linking Forms Together<\/a> <\/li>\n<li id='menu-item-1615'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/opening-a-closed-packet\/\">Opening a Closed Packet<\/a> <\/li>\n<li id='menu-item-1616'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1617'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/\">Length of Time Dashboards<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3824'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-3821'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1618'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n<li id='menu-item-1619'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-an-individual-child-packet-for-each-sub-form-recipient\/\">Launching an Individual Child Packet for Each Sub Form Recipient<\/a> <\/li>\n<li id='menu-item-1620'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/reassigning-or-canceling-a-packet-connected-to-a-workflow\/\">Reassigning or Canceling a Packet Connected to a Workflow<\/a> <\/li>\n<li id='menu-item-1621'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/\">Launching a Change Order from a Form Packet<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1626'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-create-change-order-step-command-parameters\/\">Workflow Create Change Order Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1625'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-display-special-page-step-command-parameters\/\">Workflow Display Special Page Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1624'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/launching-a-change-order-from-a-form-packet-procedure\/\">Launching a Change Order from a Form Packet Procedure<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1622'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/checklist-for-implementing-online-forms\/\">Checklist for Implementing Online Forms<\/a> <\/li>\n<li id='menu-item-1623'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/\">Designing Form Groups and Workflows<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1661'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-forms-permissions-to-a-permission-group\/\">Adding Forms Permissions to a Permission Group<\/a> <\/li>\n<li id='menu-item-1662'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-and-editing-a-form-group\/\">Adding and Editing a Form Group<\/a> <\/li>\n<li id='menu-item-1663'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-functions\/\">Workflow Functions<\/a> <\/li>\n<li id='menu-item-1664'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-icon-definitions\/\">Workflow Icon Definitions<\/a> <\/li>\n<li id='menu-item-1665'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/form-packet-button-definition\/\">Form Packet Button Definition<\/a> <\/li>\n<li id='menu-item-1666'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/\">Creating a Workflow<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-1667'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/sample-workflow-definition\/\">Sample Workflow Definition<\/a> <\/li>\n<li id='menu-item-1668'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/selecting-individual-recipients\/\">Selecting Individual Recipients<\/a> <\/li>\n<li id='menu-item-1669'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/activities-workflow-status-page\/\">Activities\/Workflow Status Page<\/a> <\/li>\n<li id='menu-item-1670'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/manual-workflow\/\">Manual Workflow<\/a> <\/li>\n<li id='menu-item-1679'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/workflow-status-page-for-automatic-workflow\/\">Workflow Status Page for Automatic Workflow<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1678'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/audit-trail-page\/\">Audit Trail Page<\/a> <\/li>\n<li id='menu-item-1672'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-work-groups\/\">Adding Work Groups<\/a> <\/li>\n<li id='menu-item-1673'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/settings-packet-id-and-description-patterns\/\">Settings Packet ID and Description Patterns<\/a> <\/li>\n<li id='menu-item-1674'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-reports\/\">Workflow Reports<\/a> <\/li>\n<li id='menu-item-1675'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/sample-sub-form-settings\/\">Sample Sub-Form Settings<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1682'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/\">Reports &amp; Dashboards<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1685'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/my-tms\/\">My TMS<\/a> <\/li>\n<li id='menu-item-1694'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/\">Document Control<\/a> <\/li>\n<li id='menu-item-1693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/training-center\/\">Training Center<\/a> <\/li>\n<li id='menu-item-1692'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/change-control\/\">Change Control<\/a> <\/li>\n<li id='menu-item-1703'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/\">eForms<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1715'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/viewing-forms-data\/\">Viewing Forms Data<\/a> <\/li>\n<li id='menu-item-1714'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1713'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n<li id='menu-item-1712'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1702'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/\">Reports<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1738'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/summary-of-available-reports\/\">Summary of Available Reports<\/a> <\/li>\n<li id='menu-item-1737'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-search\/\">Activity Search<\/a> <\/li>\n<li id='menu-item-1736'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-due-date-edit\/\">Activity Due Date Edit<\/a> <\/li>\n<li id='menu-item-1735'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/training-search\/\">Training Search<\/a> <\/li>\n<li id='menu-item-1734'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/signature-search\/\">Signature Search<\/a> <\/li>\n<li id='menu-item-1733'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-dashboards\/\">Activity Dashboards<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1701'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/custom-reports-and-data-integration\/\">Custom Reports and Data Integration<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-4243'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/\">Tools &#038; Setup<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-4401'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/\">Documents and Training<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-4451'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/\">Review Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4485'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/adding-a-new-review-group\/\">Adding a New Review Group<\/a> <\/li>\n<li id='menu-item-4488'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/editing-review-group-information\/\">Editing Review Group Information<\/a> <\/li>\n<li id='menu-item-4493'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/viewing-information-about-a-review-group\/\">Viewing Information About a Review Group<\/a> <\/li>\n<li id='menu-item-4499'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/deleting-a-review-group\/\">Deleting a Review Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4454'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/\">Jobs<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4529'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/job-requirements\/\">Job Requirements<\/a> <\/li>\n<li id='menu-item-4535'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/relating-sub%e2%80%91jobs\/\">Relating Sub\u2011Jobs<\/a> <\/li>\n<li id='menu-item-4540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-a-new-job\/\">Adding a New Job<\/a> <\/li>\n<li id='menu-item-4544'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-job-planning\/\">Adding Job Planning<\/a> <\/li>\n<li id='menu-item-4560'  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/viewing-details-about-a-job\/\">Viewing Details About a Job<\/a> <\/li>\n<li id='menu-item-4532'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/deleting-a-job\/\">Deleting a Job<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4457'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/\">Distributions<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5302'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/adding-a-distribution-list-2\/\">Adding a Distribution List<\/a> <\/li>\n<li id='menu-item-5295'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/editing-distribution-list-information\/\">Editing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5320'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/viewing-distribution-list-information-2\/\">Viewing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5318'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/deleting-a-distribution-list-2\/\">Deleting a Distribution List<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4462'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/\">Document Conversion<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5366'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/specifying-whether-document-types-should-be-converted-to-pdf\/\">Specifying Whether Document Types Should Be Converted to PDF<\/a> <\/li>\n<li id='menu-item-5362'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/listing-missing-pdfs\/\">Listing Missing PDFs<\/a> <\/li>\n<li id='menu-item-5364'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/export-files\/\">Export Files<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4411'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/\">eForms on Tools &#038; Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5413'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/\">Activity Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5415'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/adding-a-new-activity-type\/\">Adding a New Activity Type<\/a> <\/li>\n<li id='menu-item-5417'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/example-activity-settings\/\">Example Activity Settings<\/a> <\/li>\n<li id='menu-item-5419'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/viewing-and-editing-an-activity-type\/\">Viewing and Editing an Activity Type<\/a> <\/li>\n<li id='menu-item-5421'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/creating-a-standalone-notification-activity\/\">Creating a Standalone Notification Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4418'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/\">Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5569'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/\">Users<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5567'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/adding-users\/\">Adding Users<\/a> <\/li>\n<li id='menu-item-5565'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/editing-user-information\/\">Editing User Information<\/a> <\/li>\n<li id='menu-item-5598'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/reassigning-activities\/\">Reassigning Activities<\/a> <\/li>\n<li id='menu-item-5596'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/\">Viewing Details About a User<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5594'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/attachments-tab\/\">Attachments Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5573'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/deleting-a-user\/\">Deleting a User<\/a> <\/li>\n<li id='menu-item-5571'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/making-a-user-inactive\/\">Making a User Inactive<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5635'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/\">Departments<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5634'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/adding-a-new-department\/\">Adding a New Department<\/a> <\/li>\n<li id='menu-item-5632'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/viewing-or-editing-department-information\/\">Viewing or Editing Department Information<\/a> <\/li>\n<li id='menu-item-5630'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/deleting-a-department\/\">Deleting a Department<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5686'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/\">Locations<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/adding-a-new-location\/\">Adding a New Location<\/a> <\/li>\n<li id='menu-item-5691'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/editing-location-information\/\">Editing Location Information<\/a> <\/li>\n<li id='menu-item-5690'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  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href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/adding-a-free-use-field\/\">Adding a Free-Use Field<\/a> <\/li>\n<li id='menu-item-5718'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/viewing-and-editing-free-use-field-name-and-description\/\">Viewing and Editing Free-Use Field Name and Description<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5849'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/\">Permission Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5848'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/the-admin-permission-group\/\">The Admin Permission Group<\/a> <\/li>\n<li id='menu-item-5846'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/\">Planning Your Permissions Groups<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5844'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/permission-levels\/\">Permission Levels<\/a> <\/li>\n<li id='menu-item-5842'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-members-tab\/\">General\/Members Tab<\/a> <\/li>\n<li id='menu-item-5841'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/global-permissions\/\">Global Permissions<\/a> <\/li>\n<li id='menu-item-5839'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/location-permissions\/\">Location Permissions<\/a> <\/li>\n<li id='menu-item-5837'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-permissions\/\">General Permissions<\/a> <\/li>\n<li id='menu-item-5835'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/report-permissions\/\">Report Permissions<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5834'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/adding-a-permission-group\/\">Adding a Permission Group<\/a> <\/li>\n<li id='menu-item-5832'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/editing-permission-group-information\/\">Editing Permission Group Information<\/a> <\/li>\n<li id='menu-item-5830'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/viewing-details-about-a-permission-group\/\">Viewing Details About a Permission Group<\/a> <\/li>\n<li id='menu-item-5828'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/deleting-a-permission-group\/\">Deleting a Permission Group<\/a> <\/li>\n<li id='menu-item-5826'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/importing-a-permission-group\/\">Importing a Permission Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4421'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/\">Advanced<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5886'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/\">Application Options<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5890'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/list-of-available-application-options-2\/\">List of Available Application Options<\/a> <\/li>\n<li id='menu-item-5884'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/viewing-and-editing-an-application-option-2\/\">Viewing and Editing an Application Option<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/languages-2\/\">Languages<\/a> <\/li>\n<li id='menu-item-5946'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/system-session-info\/\">System Session Info<\/a> <\/li>\n<li id='menu-item-5944'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/\">Audit Viewer<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5941'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/what-gets-tracked\/\">What Gets Tracked<\/a> <\/li>\n<li id='menu-item-5942'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-type-of-controls-required\/\">21 CFR Part 11 \u2013 Type of Controls Required<\/a> <\/li>\n<li id='menu-item-5939'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-technical-controls\/\">21 CFR Part 11 Technical Controls<\/a> <\/li>\n<li id='menu-item-5937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-tms-addresses\/\">21 CFR Part 11 TMS Addresses<\/a> <\/li>\n<li id='menu-item-5935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/capturing-application-session-history\/\">Capturing Application Session History<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/tms-version-info\/\">TMS Version Info<\/a> <\/li>\n<li id='menu-item-4426'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/\">Other Admin Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5993'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/copying-tms-document-links-to-other-applications\/\">Copying TMS Document Links to Other Applications<\/a> <\/li>\n<li id='menu-item-5991'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/checking-the-publishing-of-a-document-on-the-tms-server\/\">Checking the Publishing of a Document on the TMS Server<\/a> <\/li>\n<li id='menu-item-5990'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/executing-automatic-programs\/\">Executing Automatic Programs<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5988'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-1-setting-parameters-in-application-options\/\">Step 1: Setting Parameters in Application Options<\/a> <\/li>\n<li id='menu-item-5986'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-2-set-programs-to-run-on-webserver-using-the-scheduling-wizard\/\">Step 2. Set Programs to Run on Webserver Using the Scheduling Wizard<\/a> <\/li>\n<li id='menu-item-6004'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/manually-executing-automatic-programs\/\">Manually Executing Automatic Programs<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-6055'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/\">Additional Technical Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-6054'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/tms-license-key\/\">TMS License Key<\/a> <\/li>\n<li id='menu-item-6053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/database-information\/\">Database Information<\/a> <\/li>\n<li id='menu-item-6052'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/language-support\/\">Language Support<\/a> <\/li>\n<li id='menu-item-6050'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/windows-authentication\/\">Windows Authentication<\/a> <\/li>\n<li id='menu-item-6048'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-forms-authentication\/\">Application (Forms) Authentication<\/a> <\/li>\n<li id='menu-item-6047'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-authentication\/\">Application Authentication<\/a> <\/li>\n<li id='menu-item-6045'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/permission-for-users-and-administrators\/\">Permission for Users and Administrators<\/a> <\/li>\n<li id='menu-item-6043'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/document-security\/\">Document Security<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/div><\/div>    <\/div>\n<\/div>\n<!-- \/module plain text -->                    <\/div>\n                            <\/div>\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col4-3 tb_fnio370 last\">\n                                                        <div class=\"tb-column-inner tf_box tf_w\">\n                        <!-- module text -->\n<div  class=\"module module-text tb_xxee370  repeat \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n    <div id=\"breads\"><span><span><a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/\">Home<\/a><\/span><\/span><\/div>\n<h3>Adding and Editing a Form Group<\/h3>\n<p><strong style=\"color: #2d4b9b;\">To add a Form Group: <\/strong><\/p>\n<ol>\n<li>Click <strong>Form Design<\/strong> under eForms on the <strong>Tools &amp; Setup<\/strong> window<\/li>\n<\/ol>\n<p>The <strong>Form Group List<\/strong> page displays.<\/p>\n<ol>\n<li value=\"2\">Click the <strong>Add<\/strong> button.<\/li>\n<\/ol>\n<p>The <strong>New Form Group<\/strong> page displays.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4113\" src=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/New-Form-Field-Page.png\" alt=\"\" width=\"624\" height=\"307\" srcset=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/New-Form-Field-Page.png 624w, https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/New-Form-Field-Page-300x148.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/p>\n<div class=\"note\"><strong>NOTE: <\/strong> You must have permission to access the Forms option. For more information, refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-forms-permissions-to-a-permission-group\/\">Adding Forms Permissions to a Permission Group<\/a>.<\/div>\n<div>\n<ol>\n<li value=\"3\">In the fields provided, add a Form Group Name and Form Group Description.<\/li>\n<li value=\"4\">Click the \u00a0&lt;li value=&#8221;1&#8243;&gt; button.<\/li>\n<\/ol>\n<p>The <strong>Form Group Detail<\/strong> page displays.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4114\" src=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/Form-Group-Detail-\u2013-General-Page.png\" alt=\"\" width=\"866\" height=\"423\" srcset=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/Form-Group-Detail-\u2013-General-Page.png 866w, https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/Form-Group-Detail-\u2013-General-Page-300x147.png 300w, https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/Form-Group-Detail-\u2013-General-Page-768x375.png 768w\" sizes=\"auto, (max-width: 866px) 100vw, 866px\" \/><\/p>\n<ol>\n<li value=\"5\">Select a Form Group Type of either Normal or Competency Assessment.<\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Normal<\/strong> is used to design a basic Form Group<\/li>\n<li><strong>Competency Assessment<\/strong> is used to design a Form Group or Packet that is used to issue quizzes from the forms and store quiz results. It also allows for attaching other forms such as checklist and observation fields. In addition, it can be used when multiple signatures are required for signing off on training.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ol>\n<li value=\"6\">Select a Form Navigation Type of Simple, which is used for basic form design. (The Sub-Grouped option is no longer valid.)<\/li>\n<li value=\"7\">Complete the remaining fields and options as needed.<\/li>\n<\/ol>\n<p>For information about the fields and options available fields for the Forms Group Detail \u00a0page, refer to the table that follows this procedure.<\/p>\n<ol>\n<li value=\"8\">When finished, click the <strong>Save<\/strong> button.<\/li>\n<\/ol>\n<table style=\"height: 3583px;\" width=\"838\">\n<thead>\n<tr>\n<td colspan=\"2\" width=\"1000\">\n<p><strong>Table 10-6 Packet Settings Defaults<\/strong><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Field\/Option<\/p>\n<\/td>\n<td width=\"700\">\n<p>Description<\/p>\n<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"300\">\n<p>Active<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, this indicates that the Packet is active and will display on the side panel.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Enable Workflow<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the system will allow you to assign a created workflow. This option is usually not selected until you create a workflow to attach to the packet.<\/p>\n<p>Refer to\u00a0<a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/linking-forms-together\/\">Linking Forms Together<\/a> and\u00a0<a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/activities-workflow-status-page\/\">Activities\/Workflow Status Page<\/a> for more information.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Workflow<\/p>\n<\/td>\n<td width=\"700\">\n<p>A list will include all possible workflows located on the <strong>Workflow List<\/strong> menu option.<\/p>\n<p>This list is added to the page after the entries have been saved and the Enable Workflow option was selected.<\/p>\n<p>Clicking the Workflow Toggle <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4118\" src=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-content\/uploads\/2024\/12\/Workflow-toggle-icon.png\" alt=\"\" width=\"14\" height=\"14\" \/>\u00a0icon toggles the user to the associated workflow.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Automatically Create Packet Using Defaults<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the defined defaults will be used when creating a new packet. It can be used for both a workflow form and a manual form. However, if the form is attached to a workflow, it will be automatically set to YES.<\/p>\n<p>The packet defaults are as follows:<\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00b7Location<\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00b7Type<\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00b7Facilities<\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00b7Notes<\/p>\n<p>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00b7Attachments<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Updated And Created By<\/p>\n<\/td>\n<td width=\"700\">\n<p>These fields are used as references and are maintained by the system.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Enter Form Header With First Form<\/p>\n<\/td>\n<td width=\"700\">\n<p>This option is used if using a manual form. If selected, the system allows for packet header information to be entered on the first form. If the form is attached to a workflow, all packet header fields are automatically entered with the first form and this setting does not apply to forms attached to workflow.<\/p>\n<p>If a default workflow is selected, this option will automatically be selected.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show All Sub-Forms In Grids<\/p>\n<\/td>\n<td width=\"700\">\n<p>This feature allows for displaying sub-form information in a horizontal grid. For example sub-forms, refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/sample-sub-form-settings\/\">Sample Sub-Form Settings<\/a><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show Location<\/p>\n<\/td>\n<td width=\"700\">\n<p>If unselected, the Location \u00a0field will not display when adding a new packet. However, because it is a required field, the Default Location will automatically be assigned to the packet. If a user has the ability to override the default setting defined in their permission group under the General Permissions \u00a0tab (Show All Packet Header Fields), the Location \u00a0field will display when adding a new packet.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>Currently this setting must be left checked (set to YES) if using a Form Packet without a workflow.<\/div>\n<div>\u00a0<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show Type<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the Type field will display when adding a new packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show Facilities<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the Facilities \u00a0field will display when adding a new packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show Notes<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the packet field for Miscellaneous Notes will display when adding a new packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show Attachments<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the system will allow for attachments to display in the packet header or in the first part of the form when adding a new packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Lock Location (except Admin)<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the location assigned during packet creation is locked. Only individuals with administrative rights to the packet location will be able to edit this field.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Lock Facilities (except Admin)<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, the facility assigned to the packet during packet creation is locked. Only individuals with administrative rights to the packet location will be able to edit this field.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Show On Home Page<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, this form will display on the home page as an image (icon).<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Form Image File<\/p>\n<\/td>\n<td width=\"700\">\n<p>Drop-down list that allows for selecting an image (icon) to represent the form on the side menu. Some included icons are Customer Compliant, CAPA, Non-Conformance, Competency Assessment, Deviation, Investigation, Observations, Pest Control, Supplier, and a series of generic icons for miscellaneous forms.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>Custom image files can be designed and added to the drop-down list. Images are stored on the application server in the directory:<br \/>TMS_Web\\Webroot\\Themes\\TMS_Default\\Images\\Custom<\/div>\n\u00a0<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Include Form Group In Dashboard<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, will display data in a graph format on the Form Dashboard \u00a0page (refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-dashboard\/\">Form Dashboard<\/a> for additional information).\u00a0<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Field To Include In Root Cause Graph<\/p>\n<\/td>\n<td width=\"700\">\n<p>Available for selection if the Include Form Group In Dashboard \u00a0option is selected. Select the drop-down list to be included in the creation of the root cause graph on the <strong>Form Dashboard<\/strong> \u00a0page. This graph will display as a pie chart (refer to\u00a0<a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-dashboard\/\">Form Dashboard<\/a> for additional information).<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Include Form Group In Risk Assessment<\/p>\n<\/td>\n<td width=\"700\">\n<p>If selected, will display a <strong>Risk Assessment Graph<\/strong> link under the Management menu option. This graph will use the system provided Probability and Severity drop-down lists if defined in a Form Packet. Refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/risk-assessment\/\">Risk Assessment<\/a>\u00a0for additional information on setting up the Risk Assessment graph.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Probability Field To Include In Risk Assessment<\/p>\n<\/td>\n<td width=\"700\">\n<p>Available for selection when the Include From Group In Risk Assessment \u00a0option is selected. Select the drop-down list that refers to the Probability \u00a0drop-down list defined in the form packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Severity Field To Include In Risk Assessment<\/p>\n<\/td>\n<td width=\"700\">\n<p>Available for selection when the Include From Group In Risk Assessment \u00a0option is selected. Select the drop-down list that refers to the Severity \u00a0drop-down list defined in the form packet.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Packet ID Pattern<\/p>\n<\/td>\n<td width=\"700\">\n<p>The Packet ID pattern allows for designing the format of your packet number. If this field is blank, the system will use the first three letters of the default facility and a 5\u2011digit sequential number. If no facility is selected as the default, a MULTI identifier will be used. The Packet ID pattern can be used for a standard form or a form attached to a workflow.<\/p>\n<p>Refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/editing-the-packet-number\/\">Editing the Packet Number<\/a>\u00a0for additional information.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Packet Description Pattern<\/p>\n<\/td>\n<td width=\"700\">\n<p>The format of your packet description. If left blank, the description can be added manually during packet creation.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Location<\/p>\n<\/td>\n<td width=\"700\">\n<p>The default location when adding a packet. If entered, this location will be automatically highlighted when adding a new packet. If you have permission and the Lock Location \u00a0option is not selected, you can change the default location once the packet is created.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Make Packet Description Required<\/p>\n<\/td>\n<td width=\"700\">\n<p>If checked, this setting requires the Packet Description \u00a0to be entered before the system will save the packet data.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Type<\/p>\n<\/td>\n<td width=\"700\">\n<p>The default type assigned to a new packet. If selected, this type will be automatically highlighted when adding a new packet. This field can be changed during packet creation.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Facilities<\/p>\n<\/td>\n<td width=\"700\">\n<p>The default facility, if selected, will be highlighted automatically when creating a new packet. This field can be changed during packet creation. However, once the packet is created, you must have permissions to change it if the Lock Facility \u00a0option has been selected.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Set Next Sequence Number<\/p>\n<\/td>\n<td width=\"700\">\n<p>This option allows for setting the next sequential number for Form Groups.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><strong style=\"color: #2d4b9b;\">To edit a Form Group: <\/strong><\/p>\n<ol>\n<li>Click Form Design under eForms on the <strong>Tools &amp; Setup<\/strong> window.<\/li>\n<\/ol>\n<p>The<strong> Form Group List <\/strong>page\u00a0displays.<\/p>\n<ol>\n<li value=\"2\">Select the form group you would like to edit, and then click the <strong>Edit<\/strong> button.<\/li>\n<\/ol>\n<p>The <strong>Form Group Detail<\/strong> page displays in edit mode.<\/p>\n<ol>\n<li value=\"3\">Make changes to the Form Group information.<\/li>\n<li value=\"4\">Click the <strong>Save<\/strong> button to save your changes.<\/li>\n<\/ol>    <\/div>\n<\/div>\n<!-- \/module text -->                    <\/div>\n                            <\/div>\n            \t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->","protected":false},"excerpt":{"rendered":"<p>Adding and Editing a Form Group To add a Form Group: Click Form Design under eForms on the Tools &amp; Setup window The Form Group List page displays. Click the Add button. The New Form Group page displays. NOTE: You must have permission to access the Forms option. For more information, refer to Adding Forms [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1605,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1629","page","type-page","status-publish","hentry","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding and Editing a Form Group - TMS Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-and-editing-a-form-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Editing a Form Group - TMS Academy\" \/>\n<meta property=\"og:description\" content=\"Adding and Editing a Form Group To add a Form Group: Click Form Design under eForms on the Tools &amp; Setup window The Form Group List page displays. 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