How to move forms to another location

How to move forms to another location

Step 1: Find the form you want to move (Do not open the form)

For example: You want to move a fire drill form
Go to Forms, Go to Operations, Click on [Fire Drills] this will take you to what we call a "Show Grid" A show grid is a list of your saved forms 

Once you locate the form you want to move, look over to the right on that line, you will see a small blue box with an upside down triangle, click on this blue button

A drop down will populate
  1. Edit
  2. Duplicate
  3. Move to location
Select [Move to Location]

A pop up with a list of your locations will show

Select the location you want to move the form to

Then click, [Move to Selected Location]

The page will refresh and you will no longer see the form, now that is is moved.

MORE HELPFUL TIPS BELOW

  1. Please click on the video  below to watch a short clip on how to move a form from one location to another .
    1. Please click on the arrow in the top right hand corner of the video, to expand the video full size


  1. Please see attachment below, on this image you will see 2 highlighted areas, showing you where to click to move a form to another location