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➕ How to Add a Form to Specific Program Codes from the Forms Module

Assign one or more Program Codes to a form, either in bulk or individually

You can associate forms with specific Program Codes in two ways: edit multiple forms at once using bulk actions, or update one form at a time from its Information page.

Option 1: Add a Program Code to Multiple Forms (Bulk Actions)

  1. Navigate to the Forms module.
  2. In the forms table, use the checkboxes on the left to select each form you want to update.
  3. At the bottom of the screen, click the Edit button.
  4. In the "Edit X forms" dialog, configure the change:
    • Field: Open the dropdown and select Programs. Note: The dropdown also includes Sites, Teams, and Risk Category if you need to bulk edit those instead.
    • Change to: Click the field to open the Programs selector.
  5. In the Programs dialog, expand the program hierarchy by clicking the arrows next to each program (e.g., SQF 10 → 2 → 2.1). Check the box next to each Program Code you want to assign. Note: Use Select All to assign every program, or the Search bar to find a specific code quickly.
  6. Click the green Apply button to confirm your Program Code selections.
  7. Back in the "Edit X forms" dialog, click the green Apply changes button.

A "Forms updated successfully" confirmation will appear, and the selected Program Codes will display in the Programs column for each form.

Option 2: Add a Program Code to a Single Form

  1. Navigate to the Forms module.
  2. Click the name of the form you want to update to open it.
  3. Select the Information tab at the top of the form.
  4. In the Basic Information section, click the Program Code field to open the Program Code selector.
  5. Expand the program hierarchy by clicking the arrows next to each program (e.g., SQF 10 → 2 → 2.1). Check the box next to each Program Code you want to assign. Note: Use Select All to assign every program, or the Search bar to find a specific code quickly.
  6. Click the green Apply button to confirm your selections.
  7. In the bottom right corner, click the green Save button.

A "Form updated successfully" confirmation will appear, and the selected Program Codes will display in the Program Code field on the form's Information page.