Changing the form type and document type for a waiver form

If you would like to change the form type or document type of a digital waiver form you can do so at any time through the Waiver Management window.

  1. In the Data Entry main window click Manage and select Waiver Management / Stations to open the Waiver Management window.
  2. Select the form you wish to change and click the Edit button.
  3. Click the Step 1: Form Properties tab.
  4. Under Form Specification use the drop down menus to change the Form Type. Form types include:
    • Waiver: When this form is completed it will check Facility Waiver in the customer profile when accepted.
    • Policy 1: When this form is completed it will check Use Policy 1 in the customer profile when accepted.
    • Policy 2: When this form is completed it will check Use Policy 2 in the customer profile when accepted.
    • Other: This form will not change a waiver or policy status in the customer profile.
  5. Use the Document Type drop down to change the document type.
  6. Click OK to save and then Close to exit the Waiver Management window.

 

 

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