Forms and data in Teamworks AMS can be designed with a degree of connectivity in order to provide relevant contextual data when entering and viewing data (embedded reports and charts, linked data) and to establish permanent relationships between certain events (embedded events). An important aspect of form architecture and connectivity is understanding how this affects data sharing and responsibility in multi-discipline environments. For example, embedded reports and charts, linked data and embedded events are often used in injury and illness event forms because of the diverse nature of injuries and how they are treated and managed. However, this requires clear organizational policies about exactly which people can edit data, see shared data, edit shared data or combinations of these abilities. Connecting and sharing data in this scenario also means that it is important to establish responsibility for certain data or types of data.
Linked data
Data fields in event and profile forms can be linked to other forms through linked calculations. Often, this information is linked from the person's profile record, but information can also be linked from one event form to another. Some examples of fields that are frequently linked into forms are emergency contact details, position within the organization, sport or availability.
Likewise, Personal details fields can be used to link information from a person's account to an event or profile form.
The reason that this is done is to facilitate quicker, more efficient workflows. Commonly repeated information doesn’t need to be re-entered if it can be drawn from elsewhere in the site. This saves time, but, importantly, also maintains data consistency.
Linking data is common when data is only entered once (e.g. nationality) or in one place (e.g. date of birth). There is no limit to how often a value can be linked and a linked calculation can display a minimum, maximum, first or last value if there are multiple records.
It is important to note that linked calculations only reference data from records saved prior to the date of the current form. That is, a form displaying a linked value will not contain values saved with more recent dates.
Embedded Events
Available on the web and the AMS mobile app.
In some instances, it’s important to track events that are captured in AMS in relation to each other. When an athlete is injured, for example, an organization might want to capture data about the original injury as well as how it was treated and managed. Each of these events - the injury details, treatment notes and medical documents like scans and test results - may be stored in separate event forms for ease of capturing and reporting data but related records can be linked to each other using Embedded events.
For event forms that contain embedded events, users can easily add new records for other relevant event forms or link already-created records from other forms. For example, a treatment notes form could contain embedded events so that the person filling it out can create or link to an existing injury record or a medical document store.
The screenshots below show the same embedded event workflow on the web and mobile app: an Injury Record has been linked to a Treatment Note record to indicate which injury is being treated.
Web
Mobile App
Once a record has been embedded into another, specific data fields from the embedded event may be pulled through using an Embedded event summary field. In the example above, the injury diagnosis has been pulled through from the linked injury records to the Treatment Notes form and are shown in the Linked Injury Diagnosis field. These fields automatically update based on the embedded data fields.
Embedded events can only be used when entering data for an individual; they cannot be used in group entry mode or imported.
Link embedded events to a record
To create a new record, use the New button (or Add new on the mobile app) and a blank record will be loaded for you to complete. Upon saving the record, you’ll be returned to the original record and the new record will be listed in the embedded event table.
Alternatively, use the Link button to embed an existing record. If there are a lot of records listed or you don’t see the record you’re looking for, you can use the filters (if enabled). Tick the checkbox next to the record(s) you want to link and select Link.
Web
Mobile App
Unlink embedded events from a record
To unlink records and remove them from the embedded event table, select Unlink and check the relevant records. If you unlink a newly created record, the record will still exist and be accessible through Reports or the Performance history.
Web
Mobile App
Embedded Reports
Available on the web and the AMS mobile app.
Event forms can have reports and charts embedded within the form, which are created from information contained in previously saved records. Often, an embedded report or chart will present you with information from previously saved records for the event form you are filling out, but may come from other event forms as well. Embedded reports and charts are usually included in forms so that there is less need to navigate away from a form to fill it out successfully. They are designed to reduce the likelihood of someone half filling out a form – but not completely – because they don’t have ready access to relevant or contextual data.
Web
Mobile App
In the examples above, the embedded report labeled "Training This Week" is shown within the context of a wellness form. Its purpose is to provide the athlete who's filling out the record with an overview of their recent training data based on their Training Log records. To view or edit any records listed in the embedded report in full, select the record from the table then select Edit record. If you make any changes, be sure to use the save button.
If enabled, there may be a button beneath the embedded report table to add a new record. In the example above, using this button would allow the athlete to enter a new training log record. This may be useful if the athlete forgot to enter a training log during the week so they can easily update their records.
Embedded Charts
Available only on the web.
These embedded charts are displayed in a form created for medical personnel. They show testing data from a musculoskeletal screening form. This information could help a doctor, physiotherapist or other health professional understand an athlete's history prior to injury assessment, for example. Alternatively, this type of chart could be used to help medical staff understand how an athlete's recovery from injury is proceeding. Other parts of this form (not shown) would be used to enter or view other information that might be used or collected during an appointment.
Embedded Dashboards
Available only on the web.
Similar to embedded charts, dashboards are a powerful way to combine datasets and visualize trends and metrics. A site owner can embed dashboards within an event form so these visualizations can be seen while data is being entered or recorded for an individual. This allows coaches to refer to existing data and make real-time comparisons. Athletes always only see their own data, so embedded dashboards automatically filter out data from other group members.
For coach users, please note that the data shown in the embedded dashboard will not be automatically filtered based on the current event form record (e.g. user or date).