Reduced Support Availability: 18th July 2024 from 12pm

Just to let you know, our team is attending the OneFile all company meeting on 18th July  2024 from 12pm, so we won't be as responsive as usual!

You can still access our help guides - just search the Help Centre to find the answers you need. Otherwise, you can submit a ticket and we'll get back to you as soon as possible. If you have an urgent issue, set the priority accordingly.

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Creating a new form whilst retaining data from the old form

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

  Permissions

Design and Assign forms

First, you'll need to create a new version of the form via our import/export feature. Guidance on this feature can be found here

The imported form can be identified by the date created column and will appear as unpublished.

Once the new form has been imported you can make any changes before publishing and assigning to your learners.

If you wish to retain the data from the old version of the form, simply unassign from your learners, but ensure the form is kept published.

  Top tip

Use versions on your form titles so it easy to see which version of the form is the most up to date and should be assigned.

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