Saving Forms

When you click the Save button in the forms workspace toolbar, data added to, or edited within, the form will update the appropriately-linked SYSTOC data table(s); and any added annotations (text box notes, signatures, markings, and stamps) will also be saved.

If SYSTOC finds errors in a form while saving it, a message box displays the reasons that data did not save back to SYSTOC, to assist in making corrections. If a Recall Series or calculation applies to the order (hepatitis B or audiogram, for example), then the same message(s) a user sees when entering data via the corresponding data entry screen is triggered by data entry in the form.

Be sure to save the PDF form you are working on before you close it. If you enter data in a form and/or sign it, and then exit without saving or flattening, the information will generally be lost. On occasion, unsaved data are retained in the local memory cache of your computer and may display in a form the next time it is opened. Such memory caching is unreliable and you will ultimately lose your data if you do not save the form.

Note: It is vital that you use the Save button or flatten the form before you use the Exit button in the upper right-hand corner of the SYSTOC forms workspace or data that you enter during the session will be lost.