In this article, you will learn how to:
Publishing an OASIS form
OASIS forms can be published within Form Builder, which is accessible by navigating to System Settings> Form Settings > Add Form.
Click on the "Add form" button and the below dialog will appear. Users are to then select the form type “OASIS”, then select the applicable "RFA". Please note that ACC supports OASIS-D1 and onwards. OASIS-E will come into effect on January 1, 2023.
Be sure to add the appropriate form configuration settings as well as filling in the name and instructions. Once complete, click on “save” and you may now customize the OASIS form. Once it is published, users will be able to see this agency-specific OASIS form on the platform.
Updating OASIS Versions
You may also update OASIS versions directly within the Form Builder. To start, you can create new forms in the form builder using the latest OASIS templates based on the reason for assessment (RFA). Select the appropriate version in the configuration dialog, as shown below.
You may then customize the form by responding to the relevant OASIS-E standard questions. Refer to the section above on how to publish an OASIS form and the related configurations.
You can also copy configurations from existing, customized OASIS forms. Simply click on “Existing Fields” and search for your desired customized OASIS form to copy across versions, as shown below.
You are then to identify the field, sub-section, and/or section that you wish to copy over to your new OASIS template. Drag and drop the the fields from the old to new form, section by section. Please note that only the custom (non-OASIS) questions can be copied, and fields cannot be copied. This is done to prevent duplicate or invalid fields creating errors during the upload to CMS.
To start submitting the form, click on "Publish". Repeat these steps for each RFA.
Watch the below video to learn about how you can further customize your forms if you are using OASIS, and refer to this article for more information.
Please note that OASIS questions corresponding with the selected RFA and version will be pre-populated into the form builder. They will be displayed as read-only fields with a fixed ranking, meaning that the order of “M00” fields cannot be changed.
OASIS questions are created based on the CMS’ OASIS specifications. To prevent user error, they will not be editable within the builder. Please note that permissions required for this task will be the same as a regular form building task. You can access this by navigating to Workflow> Create and edit custom forms.
For more information, refer to the How do I create/configure/build/publish a new form article on Zendesk.