Overview
When you need to update a form, you can create a new version using the import/export feature. This allows you to make changes while keeping the previous form version available if you still need access to learner data.
Who Can Use This Feature?
- Centre Manager
Permissions
- Design and Assign Forms
Centre Settings
No additional settings are required to create new versions of forms.
Steps to Create a New Version of a Form
Step 1: Export and Import the Form
- Use the Import/Export feature to create a new version of the form.
- For detailed instructions on using import/export, refer to the relevant support article.
Step 2: Identify the Newly Imported Form
- The new version will appear as unpublished.
- You can identify it by checking the Date Created column.
Step 3: Edit and Publish the Updated Form
- Make any required changes to the newly imported form.
- Publish the updated form when ready.
- Assign it to learners as needed.
Retaining Data from the Old Version
- If you want to keep the data from the previous form version:
- Unassign the old form from learners.
- Ensure the old form remains published so historical data is preserved.
✅ Tip: Include a version number in your form titles to easily identify the most up‑to‑date form and avoid assigning outdated versions.
Terminology
Please note that the terminology used in this article may vary depending on your Centre.
❓Need Help?
If you encounter any issues or have questions, please contact OneFile Support or your internal support channels.