Only custom forms can be moved between groups. To move a built-in template form, your best strategy is to create a copy of the built-in form and then move the copy into the desired group. This tutorial applies to the following modules:
- Facilities & Buildings
- Fire/Code Enforcement
- Parks & Playgrounds
- Roads & Highways
- Sportfields & Tracks
- Work Orders
- Workplace Safety
1. Using your computer, log into CityReporter web with your city code, username, and password. Select a module and click the Setup button at the top of the screen, as shown. You must have Administrator permissions to access the Setup button.
2. For this example, we created a new inspection group called “Landscaping Inspections”. We will then move a form out of the General Inspections group into the new Landscaping Inspections group.
3. Click on the Edit button beside the inspection group that has the form you wish to move. In this example, we’re going to open the General Inspections group because we want to move our Garden Borders form into the newly created Landscaping Inspections group.
4. Click the Pencil button beside the Garden Borders custom form . Select the Move Form to New Group option on the menu, as shown below. Custom forms are indicated with the C icon. Template forms, as indicated by the T icon, do not have the option to Move Form to New Group.
5. Use the drop-down menu to choose where you want to move the Garden Borders custom form, then click OK. In this example, the custom form will be moved from the General Inspections group into the Landscaping Inspections group.
6. Since you have made a change to the forms in this group, you need to save your changes. Click the Save button at the bottom left of the screen as shown below. (If you leave this page without saving your changes, the form will not be moved)
7. Repeat these steps for any additional custom forms you want to move between groups.
