Coding Forms

Coding forms are document-based coding forms that give you the ability to view and edit coding fields. The Coding Forms page enables you to manage the coding fields available to a user by:

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

To open the Coding Forms page

  • Click Review > Review Management > Coding Forms.

To add a coding form

  1. On Coding Profiles menu bar, click Add.
  2. In the Add Coding Profile section, enter the Name of the coding profile.
  3. Select the Privacy of the coding profile.
  4. Click Add.

To edit a coding profile

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

To delete a coding form

  1. In Coding Forms list, locate the profile to delete, click its Action icon and select Delete.
  2. In the Delete coding field? window, click Ok.

To refresh a coding form

  1. In Coding Forms list, locate the profile to delete, click its Action icon and select Refresh.

To refresh the Coding Forms page

  1. On the Coding Forms menu bar, click Refresh .