Renovating Your Forms: Step 9

Manage Your Form

Once your form has been produced and is available online—and possibly in hard copy as well—you will need to manage it.

Version control is one of the most important things to consider in managing your form. Whenever you update your form, be sure to replace the old form with the new current version online. Recall and destroy obsolete forms.

Assign a form code and last revision date to each form to help ensure that everyone is using the current version of the form. The DIY Templates include a place in the footer where you should put this code and revision date.

Your new form is most likely one of several or many forms your program, division, or department manages. We recommend that departments develop codes for forms across the department that indicate which program each form belongs to, or if the form is used department wide. These can be used in conjunction with a numbering system to clearly identify, track and manage your forms.