Adding Rules to a Question

After questions are added to a form, you can add rules for certain question types. Rules can improve consistency and workflow within a form.

There are several rule types.

Error - The response must be amended before the form can be locked.
Disable - The response disables another question. The question appears, but a response cannot be selected.
Show/Hide - The response causes another question to appear.
Warning - The response must be amended or the warning must be acknowledged before the form can be locked.
Autopopulate - The response autopopulates a response to another question within the form (including a multi-section form).

Do one of the following:
- Single community: Care Services > Setup > Standard Forms.
- Multi-community: Management Console > Standards > Care Management > Standard Forms.
Click edit for the form
- If in a multi-section form, click edit for the section you want to add a question rule to.
Click rules for the question > select Rule.
Select response(s) for this question.
Click search icon > select another question > select response(s) for this question.
Complete the remaining fields, if applicable.
- Enforce Inverse - Allows the rule to work in the reverse direction also.
- Narrative Text - You can enter custom text that appears if this rule is triggered. Max characters 1500.
Click Save.

The rules link for the question turns red after a rule is added.
When printing a form in the Standard Forms Library, questions appear with (S) if they are part of a Show/Hide rule.

Senior Living Communities