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Advanced Configuration

Managing Modules and Forms

This guide explains the distinction between top-level modules and the forms within them, and outlines the process for adding new modules to your system.

Understanding the Difference: Modules vs. Forms

In myosh, it's important to understand the distinction between a Module and a Form:

  • Module (or Register): A module is a top-level feature in myosh that serves a specific business function. Examples include "Incident Management," "Action Management," or specific "Registers" like the "Vehicle Register" or "Chemical Register." These appear in the main navigation panel. A module acts as a container for its related data and forms.

  • Form: A form is the specific interface used to create or edit a record within a module. For example, when you are in the "Vehicle Register" module and click 'New Record', you are opening the "Vehicle Register Form." A single module can contain multiple forms (e.g., the Inspections module can contain many different checklist forms).

How to Add a New Module or Register

Adding a new module or register to your myosh system is not a self-service task that can be done through the administration panel. The process depends on your organisation's subscription tier.

  • For Classic and Classic Plus Tiers: You can request to have additional, standard modules or registers (such as those listed in the Registers section of the help documentation) enabled for your system. To do this, please contact the myosh support team.

  • For Custom Tier: In addition to enabling existing modules, Custom tier clients can commission the development of entirely new, bespoke modules and registers tailored to specific business needs. Please contact your myosh consultant or the support team to discuss your requirements.

How to Create a New Form (Within an Existing Module)

System Administrators on the Custom tier can create new forms within an existing module using the Form Editor. For example, you could create a new, custom inspection checklist within the Inspections module.

This process involves navigating to Administration > Form/Workflow Definition, selecting the desired module, and using the form creation tools.

For detailed, step-by-step instructions, please refer to the Form Creation guide.

Related Configuration

When a new module or form is created, you may also need to configure related components to visualise its data, such as dashboard widgets. For more information, see Using the Dashboard Widget Wizard.

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Updating or Deleting Existing Fields

How Administrators can edit or remove existing elements (fields, sections, etc.) from a form layout.

Creating and Editing Modules

Forms are grouped within modules. This page describes the steps for editing and creating modules as well as module groups.

On this page

Understanding the Difference: Modules vs. FormsHow to Add a New Module or RegisterHow to Create a New Form (Within an Existing Module)Related Configuration