Summary How it Works: The Building Blocks Components Modules Programs Users User Groups Roles Records Fields Forms Form Groups User and Role Management Creating and Editing User Roles Superusers and User Admins The Agency Read Attribute Creating and Editing User Groups Creating and Editing Agencies Creating and Editing Users Disabling and Deleting Users Configuring Programs and Modules Configuring Programs Configuring Modules System Settings Setting users to receive notification emails Using appointment dates for services Managing Available Languages Form and Field Configuration Creating and Editing a New Form Creating and Editing Fields on a Form Adding a Subform Making a Field Required Editing an Existing Form Change an Existing Field Change the Field Order within a Form Change the Form Group Lookups Values Management Managing Form Groups Locations Technical Note on Locations Matching Configuration Managing Workflow Statuses Rules for Importing Data into Primero Exporting and Importing the Configuration Bundle Exporting the Configuration Bundle Importing the Configuration Bundle Troubleshooting the Import of the Configuration Bundle Exporting and Importing a Group of Users Exporting a Group of Users Importing a Group of Users Exporting a blank Nested Form for an Existing Case Testing Administrative Changes and Data Loads Test instance Testing Designing Forms and Lookups