How to move forms between programmes/posts
In this video, learn how - as an administrator - you can move a forms from one programme/post to another.
00:00 Introduction
00:07 Firstly, login to your NHS ePortfolios user account and ensure you have the necessary role selected…
00:14 Search for the user whose portfolio contains the forms that you wish to move and open their portfolio…
00:21 With the portfolio open, select “Move Forms” from within the admin menu…
00:28 In the “Source Post” field, select the post that currently contains the forms you wish to move…
00:35 In the “Target Post” field, select the post you wish to move the forms into…
00:42 Ensure the boxes to the left of all forms you wish to move are checked then click the “Move Forms” button…00:49 Check the details in the confirmation box are correct then click the “OK” button…
00:56 Details of the update are displayed onscreen. Before clicking the the “OK” button to finish you may wish to click the "Copy to Clipboard” button so you can, for instance, paste these into an email message.
Website: https://www.nhseportfolios.org
Twitter: / nhseportfolios