Coding Forms

The Nebula Coding Forms page enables you to manage the coding fields available to a user by:

  • Adding new coding forms.
  • Editing existing coding forms.
  • Deleting coding forms.

To open the Coding Forms page

  • Click Review > Review Management > Coding Forms.

To add a coding form

  1. On Coding Forms header, click New Coding Form.

  2. In the Add Coding Form section, enter the Name of the coding form.
  3. Select the Privacy of the coding form.
  4. Click Save.
  5. On the Coding Forms page, locate the new coding form in the Coding Form list, click its Action icon and select Edit.

  6. Select from the Available Coding Fields list the coding fields to include in the coding form using the following:

    7. : Add to selected

    : Add all to selected.

    : Remove from selected.

    : Remove all from selected.

  7. In the Selected Coding Fields list, arange the order of coding fields as they appear on the coding form with the following:

    8. : Move selected coding field up a row.

    : Move selected coding field to the front of the list.

    : Move selected coding field down a row.

    : Move selected coding field to the end of the list.

  8. Select the display state of the selected coding field as it appears in the Coding section of the Document Viewer from the following:
  9. Optional: User can choose to select or
  10. Read Only: Coding field cannot be edited.
  11. Required: If selected, (required) appears to the right of the name on the Coding section of the Document Viewer.

    12. Note: If selected, (required) appears to the right of the name on the Coding section of the Document Viewer.

  12. Click Save.
  13. On the Edit Coding Form page, make the desired updates to the Name or Selected Coding Fields and click Save.

To edit a coding form

  1. In the Coding Form list, locate the profile to edit , click its Action icon and select Edit.
  2. In the Edit Coding Form section, make the desired updates to the Name or Selected Coding Fields and click Save.

To delete a coding form

  1. In Coding Forms list, locate the coding form to delete, click its Action icon and select Delete.
  2. In the Delete Coding Form dialog box, click Delete.

To refresh a coding form

  1. In Coding Forms list, locate the coding form to refresh, click its Action icon and select Refresh.

To set the object level security for a coding form

  1. In Fields section, locate the coding form you want to work with, click its Action icon and select Object Security.
  2. Complete the Object Security dialog box.