With the release of Access Care Compliance 2025.2.2, we’ve significantly upgraded the Incident v3 module. Now, you have greater flexibility and control to customise forms exactly how your organisation needs them. This guide highlights the key updates and shows you how to tailor the master incident template for maximum impact.
What’s New in 2025.2.2
This update delivers powerful new tools that make form customisation faster and more intuitive. You can now:
Adjust field visibility and requirements with ease
Personalise dropdown options
Edit labels and descriptions to fit your terminology
Enhance form clarity and consistency
Plus, Excel report generation runs faster thanks to background performance improvements.
New customisation features
Visable toggle
If you want to change whether a question or panel is shown, go to the General tab in the form builder. There, you’ll see the option for Visible. Use this to quickly show or hide a field, or make it mandatory before submitting.
Open the form builder.
Select a question or panel.
Under the General tab, use the checkbox to toggle on or off Visible.
📌Note: Some fields remain locked to preserve key workflows.
Required and optional toggles
Choose which fields must be completed before submission, ensuring critical data is always captured. With the Required toggle, you decide which fields users must complete before they can submit the form.
Select the field.
In the General tab, use the checkbox to toggle on or off Required.
🤓Tip: Marking fields mandatory strengthens data consistency, especially in compliance workflows.
Condition-driven read-only mode
Some questions or panels are shown or hidden automatically based on rules set elsewhere in the form. When this happens, the Visible checkbox will be read-only.
You’ll also see a helpful “Enabled by a condition” link. Click it to jump straight to the rule in the Conditions section and understand what’s controlling the field’s behaviour.
Some fields display or hide based on conditions elsewhere in the form. In these cases:
The Visible checkbox becomes read-only.
A link labeled Enabled by a condition directs you to the rule in the Conditions section, so you can understand what’s controlling the field’s behaviour.
This helps you easily track and manage complex form behaviours.
Choice options
If you’ve got permission to edit incident templates, you can easily add your own answer choices to better reflect your organisation’s needs.
Choices provided by Access Care Compliance are locked, so while you can expand the list, the essentials stay safe and unchanged.
Add custom options to dropdowns, checkboxes, and multi-select fields without modifying the original locked choices.
Select a dropdown or multi-select question.
Open Choice Options.
Add your organisation-specific answers.
📌Note: Access-provided options remain locked for consistency across the system.
Editable titles and descriptions
Tailor panels, question titles, and descriptions to your organisation’s language. This boosts user understanding, maintains a consistent tone, and clarifies context for responders.
Spelling and wording updates
We’ve cleaned up spelling and grammar in the default master template to improve readability and professionalism.
Existing tools still available
Remember, even before 2025.2.2, you could:
Add custom questions and panels for your specific processes
Apply conditional logic to create dynamic, responsive forms
Now, these tools work even better alongside the new features.
Limitations to note
While customisation is extensive, some restrictions remain to:
Protect essential system functions.
Maintain workflow integrity.
Prevent validation errors on submission.
We’re working on a full list of editable versus locked fields to guide you.
Summary
The 2025.2.2 update puts powerful customisation tools in your hands, making it easier than ever to build incident forms tailored to your organisation. Simplify your forms, enforce consistent data collection, and align language to your internal policies, all with these fresh capabilities.