Fill and submit a Form

Fill a Form when you need to record structured answers and create a Report. Forms are completed section by section. When the submission succeeds, CareMap saves the response as an immutable Report.

Start filling a Form

Open the Form from Library and choose Fill Form. A Form can also open from a scheduled assignment or reminder when one is available to you.

CareMap only opens Forms that are active, ready to fill, and available for new responses in the current workspace. If a Form is archived, has unresolved Form issues, or belongs to a read-only workspace, it cannot accept a new response.

Choose who the Report is about

While filling, the header shows About: Me or the selected person's name. Select it to open Who is this report About? and choose Me or a contact who has allowed Care-linked reporting.

The Report still records that you filled it out. The About person controls whose Record and Reports the response belongs to. If a scheduled Form can no longer use the scheduled subject, CareMap warns you and records the Form about you instead.

Complete each section

Use Next and Back to move through the Form. Each section can include instructions, images, and fields. Answer required fields before moving on.

CareMap checks the field rules that the Form author configured, such as:

• required text, number, date, choice, checkbox, and upload answers;
• text length, number range, date range, and choice selection limits;
• permitted upload types and maximum upload counts.

For Upload fields, choose the files and wait until the field shows the files are ready. Navigation and submission are disabled while a file is uploading. Selecting files again replaces the current upload selection for that field.

Review and submit

Use Back to review earlier sections before submitting. On the last section, select Submit Form. If CareMap finds a missing or invalid answer, it shows the issue and keeps you on the Form so you can fix it.

If the Form changed after you started filling it, CareMap may ask you to review the current Form and start again. This keeps the submitted answers matched to the exact Form version you saw.

When submission succeeds, the Form submitted screen appears. If the Form uses automatic grading, this screen also shows the score. Choose View report to open the saved Report or Return to Library to leave it for later.

Preview versus filling

Authors can use Preview while building a Form. Preview uses the same section flow and field controls, but Finish Preview exits without creating a submission or Report.

Use Preview to test instructions, required fields, uploads, and scoring before asking someone to fill the real Form.

Exit or discard an unfinished response

If you exit an unfinished Form after making changes, CareMap asks whether to discard the response. Discarding ends that unfinished response and does not create a Report. Submitted Reports are not changed by discarding a later unfinished attempt.

Fix common problems

• The Form will not open: Confirm the Form is active, has no Form issues, and is in a workspace that can accept new responses.
• The Next or Submit button is disabled: Finish required fields, fix the visible field issue, or wait for an upload to finish.
• An upload is missing or wrong: Choose files again before submitting. The newest ready selection replaces the earlier one for that field.
• The wrong person is selected: Use About before submitting and choose the correct person.
• The Form changed while you were filling it: Reload the current Form, review the latest fields, and submit a new response.
• You need to correct a submitted response: Open the Report. If Void Report is available, void the incorrect Report and fill the Form again.