Open Registers
From the left navigation menu, click Registers.
This opens the Register Templates page, where all available register forms are listed.
You can:
View Active forms
View Archived forms
Use Filter registers to search
Use Filters to narrow the list
Choose whether to create or edit a form
From the Registers page, choose one of the following:
To create a new form, click Create Form
To edit an existing form, click the three-dot menu beside the form and select Edit template
You may also see Assign Roles in the same menu for managing which roles can access the form.
Open the Template Editor
After creating a new form or selecting Edit template, the Template Editor opens.
For a new form, the editor may start with:
Untitled Form
Blank form details
A default Section 1
A Drag fields here to get started area
For an existing form, the editor may show:
The current form name
Existing sections
Existing fields
A notice if you are editing a published version directly
Enter the form details
At the top of the Template Editor, complete the form details.
Available fields include:
Form Name
Version Identifier
Description
Shift Notes Prompt
Turn on Shift Notes Prompt if staff should be prompted to complete this form when working with shift notes.
Use clear names and descriptions so staff can easily recognise the form.
Add or manage sections
Forms are organized into sections.
To add a section, click Add Section.
For existing forms, you can review the current section list in the editor. Each section shows its name and the number of fields inside it.
You can use sections to group related questions and keep the form organized.
Add fields to a section
Use the Fields panel on the right side of the Template Editor to add fields to your form.
Drag a field into the section where you want it to appear.
Available field types shown in the new UI include:
Switch
Checkbox
Select
Text
Number
Text Area
Date
Time
Date & Time
Dialogue
Image
Static Text
Signature
Attachment
Arrange the fields in the section as needed to build your form layout.
Duplicate a field, row, or section
You can quickly copy an existing form item by using the ALT drag shortcut. This is helpful when you want to reuse the same field layout or create similar fields without setting them up again from scratch.
To duplicate a field:
Open the form in the Template Editor.
Find the field you want to duplicate.
Hold ALT on your keyboard. (For Mac users or devices, use Option ⌥)
While holding ALT, click and drag the field to the new position.
Release the mouse to place the duplicated field.
You can use the same method to duplicate:
Fields
Rows
Sections
After duplicating, review the copied item and update the details in the right-side settings panel.
Check and update:
Label
Short Identifier
Description
Placeholder
Validation rules
Required settings
Important note:
Duplicated fields may keep the same settings as the original field. Always update the copied field so it matches the correct purpose of the form.
Review and edit existing sections
If you are editing an existing form, review the current sections and update them as needed.
You can:
Open a section to review its content
Add more fields
Reorganise sections
Remove sections or fields, if required
This helps you keep older templates up to date without creating a new form from scratch.
Preview the form
Click Preview in the top-right area of the Template Editor to review how the form will look before finalising it.
Use preview to check:
Field order
Section structure
Naming and descriptions
Overall layout
Save your changes
When you are ready, use the save controls in the top-right area of the editor.
Depending on the form state, you may see options such as:
Saved
Save
Save & Publish
If you are editing a published form, a notice may appear explaining how saving affects the form status.
Make sure you choose the correct save option for the outcome you want.
Important Notes
Create Form opens a blank form in the Template Editor.
Existing forms can be updated using Edit template from the form’s action menu.
Forms are built using sections and fields.
The Fields panel on the right contains the available field types you can add.
Shift Notes Prompt can be enabled when the form should be used with shift note workflows.
Some forms may already be published. Editing these may show a warning or different save behaviour.
Assign Roles controls who can access the form, but it is separate from the actual form design.
Active and Archived forms can be managed from the Registers list.
Troubleshooting
If you cannot see Registers:
Check that your account has access to the Registers section.
Ask an administrator to review your permissions.
If you cannot see Create Form:
You may not have permission to create forms.
Ask an administrator to update your access.
If you cannot edit an existing form:
Make sure you click the three-dot menu beside the correct form.
Check whether you have permission to edit templates.
If you cannot add fields:
Make sure you are in the Template Editor.
Drag the field into an available section.
Check whether the section is open and ready to accept fields.
If your changes are not saving:
Confirm that required form details have been completed.
Check whether you need to use a different save option, such as Save & Publish.
Refresh the page and try again if the issue continues.
If staff cannot use the form:
Check whether the form has been saved correctly.
Review whether the correct roles have been assigned to the form.
Confirm whether the form is active and available to the intended users.
If the field does not duplicate:
Make sure you are holding ALT before dragging. (For Mac users or devices, use Option ⌥)
Try dragging from the field area, not only inside the input box.
Check that you have permission to edit the form.
Refresh the page and try again if the editor does not respond.