How does data migrate from Forms 1.0 to Forms 2.0?

When your organization transitions to Forms 2.0, your existing form templates from Report Settings as well as previously submitted client forms will be migrated to the new forms. For a detailed guide to where your data will go after the migration, please see the sections below:

• Migrating form configuration settings
• Migrating form fields
• Migrating submitted forms

Keep in mind the following basic changes from Forms 1.0 to 2.0:

• The term forms will replace reports as the word used to refer to forms that can be filled out and submitted for clients or facilities. Report will be used only in the context of visit reports, metrics, and data exploration reports.
• Report Settings have been renamed Form Settings.
• The Reports tab on the dashboard has been renamed Client Forms.
• On client profiles, all client forms, including service forms, are now found in Client Forms under the Care Documentation tab. The Client Reports and Service Reports tabs have been removed, and Visit Reports have been moved to a separate tab.
• On Employee profiles, the Reports tab has been renamed Forms.
• On Facility profiles, the Facility Reports tab has been renamed Facility Forms. 
• On the mobile app, the Reports tab has been renamed Form History.

Roles and permissions

The following new permissions are available to configure in Settings>Roles and Permissions for Forms 2.0:

For admin roles:

• Customer>Add Client Forms

For field roles:

• Customer>Add Client Forms

Migrating form configuration settings

The basic configuration settings for forms in Forms 2.0 are the same as the options for reports in Report Settings in Forms 1.0.

If you select the Config option for a migrated form in Form Settings, the information entered should match the information that was entered on the New custom report form dialogue in Report Settings for that form. 

Forms 2.0 field		Data entered from corresponding Forms 1.0 field
Name		Display text entered in Name field
Information/instructions		Display any text entered in Information/instructions
Restrict submit to		Display any roles selected for Restrict submit to
Restrict view to		Display any roles selected for Restrict view to
Type		Type will match type selected for the 1.0 form, except for task forms. Reports/forms of type Dispatchable Task will be migrated to type Task, and report/forms of type Dispatchable Event Task will be migrated to type Event Task.
Form Categories		Display category selected from Report Categories
Language		Display Language selected
Clinical Event Name		Display any text entered in Clinical Event Name field
Requires Clock-In		Match selection in 1.0
Pre-populate with most recent form		Match selection in 1.0 for Pre-populate with most recent report
Display form in client dashboard		Match selection in 1.0
Exclude from visit reports		Match selection in 1.0
Approve automatically		Match selection in 1.0
For admin eyes only		Match selection in 1.0
Notify alert queue		Match selection in 1.0

Report configuration - Forms 1.0:

Form configuration - Forms 2.0:

Important note: If Pre-populate with the most recent form/report is checked for a form, the previous responses will not pre-populate the first time a form is completed after the migration to Forms 2.0. Once the form has been completed and approved in Forms 2.0, past responses will pre-populate in the form.

If the status of the form was Enabled in Forms 1.0, the status in Forms 2.0 will be Active (v.1). If the status of the form was Disabled in Forms 1.0, the status in Forms 2.0 will be Archived (v.1).

Note that any Report Categories set up will be migrated to Form Categories.

Migrating form fields

The fields on migrated forms should also match the fields for the reports in Forms 1.0. All of the same form fields are available as basic form components in Forms 2.0, though in some cases the naming is slightly different. The table below shows the equivalent form fields 

Form field type (2.0)		Corresponding Forms 1.0 field type
Text box		Text box (regular)
Comment box		Comment box (text area)
Number		Number*
Picture		Picture
Signature		Signature box
Checkbox		Checkbox
Dropdown		List picker (choose one)
Multi-select		Choose multiple
Drawing (with body selected as the type)		Draw: body
Draw (with foot selected as the type)		Draw: feet
Information		Field section divider
Time picker		Time picker
Date picker		Date picker

* It is recommended that all number fields be formatted as text type fields in order to avoid potential errors during migration.

Migrating submitted forms

Forms that have been submitted for clients and facilities will be migrated to the new PDF format on web and mobile in Forms 2.0. The form fields and responses should correspond exactly to the fields and responses on the submitted forms before the migration.