Building Service Record Templates
Create a template, choose question types, show follow-up questions only when they apply, and publish.
Template Versioning
When a template is updated, all past service records continue to show the version that was in use when they were originally completed. Your historical records always reflect the documentation requirements that were in place at the time.
Printing Blank Forms
If your organization needs to document on paper, for example, during a technology outage, you can print a blank version of any form template to fill out by hand. Data can be entered into the system later. To print a blank form:1
Navigate to the template in Settings → Note Templates
2
Select the "Download offline form" option

