> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing forms

> View, edit, duplicate, and manage forms across client and worker profiles

Once forms are created on a client or worker profile, you can manage them from the **Forms** tab. This includes viewing, editing, duplicating, and linking forms to compliance items.

## Client forms

Navigate to the client profile and select the **Forms** tab to view all forms for that client.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/managing-forms/image-1761890140168-0.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=c04da2d0838cb440ed077eeb1111d2fe" alt="Client forms tab" width="1869" height="330" data-path="images/operations/managing-forms/image-1761890140168-0.png" />

### Edit info

Click **Edit Info** to update the form's profile details. You can change the:

* Form name
* Assigned to
* Review date
* Status

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/managing-forms/image-1761890140169-1.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=a1bc6051952a6a85870d31002609e34b" alt="Edit form info" width="400" height="670" data-path="images/operations/managing-forms/image-1761890140169-1.png" />

### View and edit data

Click **View/Edit Data** to open the form and edit any of the details. Only office users have the option to edit form data.

<Warning>Once a form is marked as completed, it becomes read-only and the ability to edit is no longer available.</Warning>

### Duplicate

Click **Duplicate** to copy all data from a form into a new form. This is useful when you want to carry forward data into the next period and only update a few details rather than filling out the entire form again.

When you duplicate a form, it creates a copy with "(COPY)" added to the form name.

## Worker forms and compliance linking

In the worker profile, the **Forms** tab allows you to link completed forms to compliance items. This is helpful for tracking worker compliance through form submissions.

### Linking a form to compliance

1. Go to the worker profile and select the **Forms** tab
2. Click the **Select Compliance** button under the **Link to Compliance** column

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/managing-forms/image-1761890140942-0.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=c960640b1acd19dfb8b0c9749a7bf48a" alt="Select compliance button" width="1684" height="377" data-path="images/operations/managing-forms/image-1761890140942-0.png" />

3. Select a compliance item to link to

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/managing-forms/image-1761890140942-1.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=fc0f95fb572c37f432ee9580e535dcc0" alt="Compliance item selection" width="511" height="528" data-path="images/operations/managing-forms/image-1761890140942-1.png" />

Once linked, the form appears under the worker's **Compliance** tab and in the worker compliance report. Click **View** to open the form, or **Unlink** to remove the compliance link.

## Running into issues?

See [General troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Creating forms" icon="file-circle-plus" href="/operations/creating-forms">
    Create new forms on client and worker profiles
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  <Card title="Form templates" icon="file-lines" href="/operations/form-templates">
    Manage template visibility and role access
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  <Card title="Form builder" icon="hammer" href="/operations/form-builder">
    How form templates are built and configured
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