How do I add new forms to Track-It Plus?
Track-It Plus allows you to add your own forms to expand its library.
There are two types of forms in Track-It Plus.
- Standard forms come preinstalled and link with Appraise-It, allowing the transfer of data between Track-It Plus and Appraise-It.
- Custom forms are created by the user, and may or may not link with Appraise-It. They can be used to separate standard forms into different categories. For example, you could add FHA and VA versions of a standard form; since they're based on a standard form, these custom forms would link with Appraise-It. Custom forms that would not link with Appraise-It might include manufacturing or commercial forms.
Adding Custom Forms
1. In Track-It Plus, go to Maintenance ⇨ Form Types.
2. In the Search field, enter a name for your new form and click Add.
- If Add is grayed out, that name already exists and you will need to use a different one.
3. Make a selection in the Form Type drop-down.
- If you are creating a custom standard form, select one of the existing standard forms.
- If you are creating a custom non-standard form, leave the drop-down blank.
4. Enter a description of the form in the Desc field.
5. Select a Category for reporting purposes.
6. Click OK.
Deleting Custom Forms
1. In Track-It Plus, go to Maintenance ⇨ Form Types.
2. In the list of forms at the bottom of the dialog, select the form you wish to delete.
- You can use the Search field to narrow the list of forms.
3. Click Del at the bottom right of the dialog.
4. You will be prompted to confirm your selection. Click Yes.
Note that you cannot delete standard forms, or custom forms that have been assigned to records in the property database.
