School Administrator- Manage Forms
Manage Forms allows you to create, view, and edit custom forms within your school and view Platinum's Global forms.
To locate this feature, click the Options tab in the red toolbar and select Manage Forms.
Contents:
A. Adding a Custom Form:
1. Begin by clicking the + Add New Form button on the upper right of the page to add a new custom form. Alternatively, if you prefer not to start from a clean slate and instead make adjustments to an existing form, click the Clone button in the Manage Forms data table.
Note: The following steps (2 and 3) can be done one after the other or simultaneously as you set your layout.
2. Next, set the form's Layout. You can either click to add a form control in the Click to Add a Form Control box or drag a control from the Drag to Add a Form Control box.
Form Controls:
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Text Box: A small section that can be typed into.
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Text Area: A more extensive section that can be typed into.
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Multiple Choice: A question or statement with options. Each option can be given a value that can be included in a total.
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Section Title: A header for the section of the form.
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Signature: A box that captures a signature using a cursor or touch screen.
- Number: A number can be entered. Minimum and maximum values can be set with the option to include the number in a total.
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Image: Picture added to the form.
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Dropdown: Question where one answer option can be selected in a dropdown format.
- Check Box: A clickable box that has text next to it.
- Rating: A section that allows for a rating to be given. The value selected can be set to add to a total.
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Question: A question with answer options where a correct answer can be selected. Values can be given to the answer. The answers to all questions will automatically total at the top of the page when viewed by an admin or instructor in the view of the filled-out form. This form control was initially designed for custom preceptor training but can be used in other capacities.
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Total: The sum of awarded points for controls with the Include in Total setting enabled.
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Document: A document can be attached for download.
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Upload: This allows the person filling out the form to upload a document to the form.
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- Note: This form control has additional form control settings allowing the school to control the documents uploaded.
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3. Click the blue dropdown carrot to add Form Control Settings. The control settings are divided into three tabs: Basic, Advanced, and Access. Each tab allows you to manipulate how the control functions.
Basic: This gives the control a custom name. Change the Label to update the title above the form control. If the control has the ability to have points attached, there will also be a Value Option.
- No Point Value Option: Name the label.
- Point Value: Click the blue button to add labels and point values.
- If your options include not applicable (N/A), the point value should be assigned the highest score. If not, the question will penalize the student. See the note below for important information about having two options with the same value.
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Note: You cannot have two point values that are the same within the same form control, but numbers can be differentiated by a decimal.
- Example: If you have 2 labels that need to be worth 3 points, have one set to the value of 3 and the other to 3.0.
Advanced: This varies by the type of form control selected. It will allow you to add more in-depth settings to the control. Check the box for Required if you want to make this part of the form required before being able to save.
Access: This dictates who can fill out the form and who can see it. It is primarily used for shared forms, which are filled out by two or more different user types at different stages of documentation.
- Enabled: This allows the user type to fill out this form control.
- Disabled: This removes the ability for that user type to fill out the form control.
- Hidden: This hides this form control from that user type.
4. Save the form at the bottom.
Save and Refresh: Click Save and Refresh to save the form and proceed to the next steps: enabling and adding the Settings.
Save: Click Save to return to the Manage Forms page and return to completing this form later.
5. Go to the top of the page and click the Settings tab. From there, add all the settings to the form.
Title: The name you would like the form to appear with.
Type: The type of form this is. This will control where the form can be added.
- Clinical: The form can be added to any clinical opportunity or clinical class. Adding it to the class will make the form appear for every associated opportunity.
- Lab: The form can be added to any lab documentation or lab class. Adding it to the class will make the form appear for every associated lab.
- Skill: This will allow the form to be attached to a skill (custom or global). Every time the skill is documented, the form will populate to be filled out.
- Info: Click here for more information on connecting a custom form to a skill form.
- Training: These are forms that are added to custom preceptor training.
Description: (Optional) Any information about the form you want to note. This is only for internal use and cannot be seen by the person filling out the form.
Program Type: This will default to All Program Types. You can select a specific program type if you would like to limit the forms used to one program.
Points Required: (Only used for graded forms) This is the minimum amount of points needed to pass this form.
Points Possible: (Only used for graded forms) This comes from the total amount of points allowed in the form per the advanced form control settings.
Passing Score: (Only used for graded forms) The score that comes from the Points Required and the Points Possible.
6. If you are ready to activate the form, enable the form by changing the toggle at the top right of the screen from Disabled (default) to Enabled.
7. Save the form at the bottom.
Save and Refresh: Click Save and Refresh to save the form and continue making additional changes.
Save: Click Save to return to the Manage Forms page.
B. Manage Forms Data Table:
You will have access to all forms on the Manage Forms page, which defaults to the Active tab. Within the data table, you can view your school's custom forms, Platinum's Global forms, and Public forms created by other Planner users.
Form Table Filters: You can filter the forms you see in the tabs below.
- Program: This will default to the program set in your account settings. Change it to view other program types.
- Form Type: Select a different form type to filter by the different options. This will default to All Types.
- Instructor: Select to filter by the different instructors who created the forms.
Search: You can search for forms by entering the title or description and clicking Search.
Configure Grid Options: (Sun-shaped button next to Search) This button allows you to control the columns in the grid below.
- Info: To learn more about how to use this button, click here.
Export: (Raincloud button next to Search) Click to select the document type you would like to export the grid below into: PDF, XLS, XLSX, RTF, or CSV.
Tabs:
- Active: Enabled custom forms created by the school.
- Inactive: Custom forms created by the school that are disabled (not enabled).
- Global: Forms created by Platinum Educational Group.
- Public: Forms created by other Platinum users for free use.
Actions:
View: This allows you to view the form as it appears for other users when they fill it out. You can also print the form from this feature.
Edit: This allows you to view or make changes to the layout and settings of the form.
- Note: This feature will not be available for Global forms. If you would like to make changes to a global form, you will have to clone it and make the desired changes as a custom form.
Clone: Select clone to create a copy of the form. The clone can be left as a copy or edited to make a different form entirely.