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Form administration is available only for the quality management administrators by selecting the Quality Management/ Forms submenu.

Creating a form

You can create a new form by clicking on the Add New Form link on the Quality Management/ Forms page. You can also create a form by copying an existing form, simply select an existing form and press the Copy button. After selecting the link or pressing the Copy button, the following page is opened.

The following table describes the available fields:

Field Name

Description

Requirements

Form Name

Name of the form.

Required field.

Minimum length: 3

Maximum length: 64

Must be unique in the system.

Description

Optional description of the form.Maximum length: 256
Valid From

Start date of the validation for the form.

The validation interval of the form defines the date range, when the form can be selected for an evaluation project.

Required field.

Valid To

End date of the validation for the form.

You can deactivate the form with the current date and time by pressing the Deactivate button at the bottom of the page also.

If you want to reactivate an inactive form, press the Activate button at the bottom of the page.

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After completing the form, press the Save button to save form data into the database. In order to save the form, you must configure at least one question in the form designer. For more information, see Using the form designer.

Form details

The form details section displays important information about the evaluation on the scorecards. You can access the configuration by selecting the desired form and clicking on the Form Details tab.

Each row on the screen represents a form detail field. You can select a field from the available list of fields. You can also change the order of the fields and you have the ability to configure custom fields, which can be filled out by the supervisor during the evaluation.

The following table summarizes the available actions for a field placed into the form:

Icon

Action

Description

Move field upMoves the field up by one field position.
Move field downMoves the field down by one field position.
Delete fieldDeletes the field.
Add new fieldAdds a new field.

 

The form details configuration can be saved along with other form parameters by pressing the Save button.

Call details

The call details section of a form displays important information about the call on the scorecards. You can access the configuration by selecting the desired form and clicking on the Call Details tab.

Each row on the screen represents a call detail field. You can select a field from the available list of fields. You can also change the order of the fields and you have the ability to configure custom fields, which can be filled out by the supervisor during the evaluation.

The following table summarizes the available actions for a field placed into the form:

Icon

Action

Description

Move field upMoves the field up by one field position.
Move field downMoves the field down by one field position.
Delete fieldDeletes the field.
Add new fieldAdds a new field.

 

The call details configuration can be saved along with other form parameters by pressing the Save button.

Modifying and deleting forms

To edit form data, you have to click on the desired row of the table showing configured forms. After clicking on the row, a new page opens automatically.

To have changes take effect, push the Save button. All conditions, which are described in the previous parts, have to be met. You can freely modify the name and description parameters of the form any time, but you have to be aware, that the changes will effect all associations for the given form e.g. changing the name of the form, will be also reflected in the reports and data associated with the form, will be displayed under the new name. None of the other settings of a form, including the form design, the form and call detail fields configuration, can be changed after the form is selected in an evaluation project.

You can delete the form by pressing the Delete button. Deletion of a form is only enabled if no evaluation project is associated with the form. Once a form is set for an evaluation project, the form cannot be deleted.