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  • Why create survey/information templates?

Use survey or information templates to speed up data entry. Create a survey/information template: you'll be able to recover it when you create a new survey/information:

 

You can also make these templates available to other users: useful for the kind of information or surveys that are distributed several times a year (such as permission slips, for example).

To create a new template and make it available to other users:
  1. Go to the panels Information templates (or Survey templates), then click on the button New > New template.


  2. Edit the template in the pop-up window, then click on Validate.
  3. To make the template available to your colleagues, right-click on the template in the list, then click on Share the template.

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