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Edit and Publish a QA/QI Form

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Once a form is created, you have the option to edit the title, description, and form itself. While you are editing an existing form, the unchanged version is still the one available to reviewers. To make the new version available, click Save & Publish, found on the bottom right of the form building page.

To edit a form
  1. From any page, go to Administration: QA/QI: Forms.


  2. Click the name of the form you want to edit.

  3. In the Edit Form Details window, update the information in the Title and Description fields as appropriate.


  4. To return to the Forms page, click Save & Close.

  5. To continue and edit the form itself, click Continue.

    • If you chose Continue, on the form's details page, edit the information as appropriate, following the steps outlined in how to create a form.


  6. To save a draft of the form, click Save.

  7. To save the changes and publish the updated form for users to access, click Save & Publish.

    Note: Only one form can be active at a given time for that type of QA document. Therefore, when a review form is published, it takes precedence over the default form is replaces.

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