Form Assistant Help

The Form Assistant is a tool that allows you to automatically fill in fields in an incident report with data that already exists in the setup profiles.

If you do not use the Form Assistant, most of the data fields in a new incident report will be empty. If you use the Form Assistant, you will save time and there is less chance for error.

Function description

• Using the Form Assistant
  • Creating new incident records
  • Editing existing incident records
• Important notes

Using the Form Assistant

It is recommended that you always use the Form Assistant when creating a new incident record. Only use it to "Edit" a record when changes are required from the pre-loaded profiles.

Creating new incident records

When creating a new incident, you will be able to select demographic information related to the incident from drop-down lists. This information will be automatically pre-fills in the incident form for you. You can make changes to the data in the form.

Step by Step

• Login or return to to "Home"
• Top Banner Bar - Check the box to enable the Form Assistant
• Select "Incidents"
• Select "Create"
• Select "Osha/WC"
• Select the Organization Levels as appropriate
• Make your selections from each drop list
• Select "Next", this will take you to the incident form

Editing existing incident record

Use the Form Assistant when editing an existing record to update information using setup profiles if you left this information blank on the form.  If any of the profile information has changed since the incident report was originally created and you want to update it, select the "Update" fields. The profile information does not automatically change on records when profiles are changed.

Step by Step

• Login or return to to "Home"
• Top Banner Bar - Check the box to enable the Form Assistant
• Select "Incidents"
• Select "Edit"
• Select "Osha/WC"
• Select the Organization Levels as appropriate
• Use the Incident Search Form to locate the record to edit
• Select the record and click on "Get Record"
• In the Form Assistant, make your selections from each drop list as necessary
• Make your selection (s) from each "Update" if needed
• Select "Next"

Important notes

• The Form Assistant default value is "off"
• Form Assistant once checked is enabled for the login session unless unchecked
• Profiles must be pre-loaded in the Setup Form to be used by the Form Assistant
• "OSHA ONLY" users only see relevant profiles for selection
• You can not back-load data from the Incident Record fields into Profiles
• You must use the Form Assistant to capture "Carrier" and "Claim Administrator" data for the incident report FROIs
• Don't "update" records unless the data was wrong. Records should reflect data as it was at the time of reporting