Form Builder Tab

Working With Forms

To print a Master Form Template:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. Click the Master radio button.
4. From the Available Forms dropdown list, click the down arrow and select the Form you wish to print.
5. Click the Print button below the Available Forms dropdown box.
6. Click the Print Form button.
7. Select your printer and click Print or Cancel to return to the Form Builder screen without printing.
8. If you would rather print the document from a .pdf format, click the PDF button and print through your PDF reader software.

Note:

Remember, Master Forms cannot be changed or edited. You must copy them to your Company Forms list before edits can be made.

To create a Company Form from a Master Form Template:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. Click the Master radio button.
4. From the Available Forms dropdown list, click the down arrow and select the Form you wish to move to the Company Forms list.
5. Click the Copy to Company button.
6. A warning box appears to verify your selection. Click Yes to confirm the copy or Cancel to return to the Form Builder screen.

To create a new Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. Click the Company radio button.
4. Click the Add New button.
5. Click the Form Properties button.
6. In the Name field, highlight the text New Form and type the name you wish to give the Form.
7. Click in the Require E-Signature (if activated) box to add the capability for users to sign the Form electronically.
8. Click in the Allow Employee Initiate box to give the employees the ability to add the Form to their own record.
9. Click Select to save changes or Cancel to return to the Form Builder screen.
10. To add new fields to the Form, click the Add Field button.
11. Select the type of field you would like to create from the Field Type box. Click on Text, Text Area, Radio Buttons, Checkbox, Drop-Down, Date, or Instructions.
12. Click Field Properties.
13. In the Title field highlight the text New Field and type the title you wish to give the field.
14. Click in the Required box if you wish to make it a mandatory field for completion.
15. Click the Data Entry Available To dropdown list and choose those you wish to give data entry rights to for this field, either Appraisers or Employees.
16. If you selected Radio Buttons or Drop-Down, an Options section will appear. Type the list of options the user can select from in the Options box. Press Enter on your keyboard after each one so they will appear in a vertical list.

    Note:

    The left side of the window will illustrate how the Field Properties will appear with your selected Field Type.

17. Click Select to save the changes or Cancel to return to the Form without saving.
18. Repeat steps 9-17 to add additional fields.
19. Click Save on the toolbar.

To modify content in an existing Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to modify.
4. Click the Edit icon next to the field you wish to update. (The Edit icon will appear when you position your mouse over the field.)
5. Make any necessary updates to the Field Type and/or Field Properties.
6. Click Select to save the changes or Cancel to return to the Form without saving.

To add fields to an existing Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the form you wish to modify.
4. Click the Add Field button.
5. Select the type of field you would like to create from the Field Type box. Click on Text, Text Area, Radio Buttons, Checkbox, Drop-Down, Date, or Instructions.
6. Click Field Properties.
7. In the Title field highlight the text New Field and type the title you wish to give the field.
8. Click in the Required box if you wish to make it a mandatory field for completion.
9. Click the Data Entry Available To dropdown list and choose those you wish to give data entry rights to, either Appraisers or Employees.
10. If you selected Radio Buttons or Drop-Down, an Options section will appear. Type the list of options the user can select from in the Options box. Press Enter on your keyboard after each one so they will appear in a vertical list.

    Note:

    The left side of the window will illustrate how the Field Properties will appear with your selected Field Type.

11. Click Select to save the changes or Cancel to return to the Form without saving.
12. Repeat steps 4-11 to add additional fields.
13. Click Save on the toolbar.

To move an existing field up or down:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the form you wish to modify.
4. Click the Up or Down icon next to the field you wish to move. (These icons will appear when you position your mouse over the field.)
5. Click Save on the toolbar.

To include E-signature capability (if activated in Company Settings) on a Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to modify.
4. Click the Form Properties button.
5. Click in the Require E-signature box. This will activate the E-signature feature any time this Form is added to an employee’s record.
6. Click Select to save the changes or Cancel to return to the Form without saving.
7. Click Save on the toolbar.

To remove E-Signature capability from a Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to modify.
4. Click the Form Properties button.
5. Click in the Require E-signature box to remove the checkmark. This will remove the E-signature feature from this Form.
6. Click Select to save the changes or Cancel to return to the Form without saving.
7. Click Save on the toolbar.

To remove an existing field:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to modify.
4. Click the Delete icon next to the field you wish to remove. (This icon will appear when you position your mouse over the field.)
5. Click OK to confirm the delete or Cancel to return to the Form without saving.
6. Click Save on the toolbar.

To allow employees to add their comments:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to modify.
4. Click the Edit icon next to the field you want employees to be able to access. (The Edit icon will appear when you position your mouse over the field.)
5. From the Data entry available to dropdown list, click the down arrow and select Employee.
6. Click Select to save the changes or Cancel to return to the Form without saving.
7. Click Save on the toolbar.

To duplicate a company Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to duplicate.
4. Click the Duplicate button.
5. A warning box appears to verify your selection. Click Yes to confirm the copy or Cancel to return to the Form Builder screen.
6. The duplicated Form will appear in the Available Forms list box with (Copy) attached to the end of the title.

To rename a Company Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to rename.
4. Click the Form Properties button.
5. Enter the new name of the Form in the Name field.
6. Click Select to save the changes or Cancel to return to the Form without saving.
7. Click Save on the toolbar.

To print a Company Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. From the Available Forms dropdown list, click the down arrow and select the Form you wish to Print.
4. Below the Available Forms dropdown list, click the Print button.
5. Click the Print Form button.
6. Select your printer and click Print or click Cancel to return to the Form Builder screen.
7. If you would rather print the document from a .pdf format, click the PDF button and print through your PDF reader software.

To delete a Company Form:

1. From the main menu, click System Setup, then click Content Customization.
2. Click on the Form Builder tab.
3. Click the Company radio button.
4. From the Available Forms dropdown list, click the down arrow and select the Form you wish to delete.
5. Click the Delete button.
6. A warning message will appear. Click Yes to confirm the delete or Cancel to disregard and return to the Form Builder screen.

Warning!

Deleting a Form deletes it permanently from the system. It is NOT archived.