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Settings

Settings

 

This section explains the Settings available to assist you in managing the Form you create.


Scheduling


Go to the Settings screen within the Form



  1. apply an Open Date for the Form (mandatory)

  2. apply a Close Date for the Form

  3. apply an Audience reminder for the Form (optional)

  4. add Labels to assist with searching, and Form management

  5. edit the Owner of the Form

 

image-20240927-013202.png

 


Reminders

If the Form Creator sets a Reminder (option Item 3 above) they will receive a reminder notification via the Action Required area of their Home Page, on the nominated reminder date, to provide them with a status up date on Responses to their Form

 

 

 

 

Any of the Forms Audience that have not submitted their responses by the Reminder Date will receive a reminder via the Action Required area of their Home Page on the nominated reminder date.

 



Labels

Labels (Item 4 above ) can also be created and added to a Form to assist with management of your Forms.


Audience


image-20240927-014024.png Go to Audience tab


Add Single or Multiple Audience members to the Form

 

 

 

 

To remove an Audience Member, and their responses select the Action Icon on the applicable row image-20240927-014144.png

 

 

 

 

 

 

 

 

 


Completion of a Form by Proxy

Consider whether the Audience Member, or their Parent/Carer (if applicable) will complete the Form.

This functionality is normally utilised to gather Carer/Guardian responses for their children.






 

A Form for a student assigned to a Parent/Carer will only be present in the

students profile, via the Forms icon. image-20240927-014546.png

 

 

However any Actions Required items will be delivered to the Parent/Carer’s profile for actioning. Also refer to refer Notifications.

 

 


Response Viewing

Determine who you wish to be able to view Responses to the Form.

 

Options available are:

  1. Users with permission (default)

  2. Only these users (allowing you to limited Responses Viewers)

  3. Not these users (allowing you to exclude particular users)




Responses

Go to Responses tab


 

  1. select Summary or Individual response display

  2. choose response display method (bar graph, pie chart, list)

  3. Export information in Graphical or Tabulated format

    Also refer: Data Extracts

 

 

 

 

 




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