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Creating and publishing custom data forms

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

  Permissions

Design and assign forms


Forms can be used to capture information that can't already be stored in OneFile. Once a Form has been created, it gets published into a particular area, which determines where the new fields appear and who can complete the fields.

Create a new form Create a Section Add Fields

To create a new Form:

  1. Click Centre in the navigation menu
  2. Click Forms
  3. Click Create New Form
  4. Enter a Form name and click Create

Publish the Form

Once all of the required sections and fields have been added, you'll need to publish the form to make it Live.

  1. Click Publish at the top of the page
  2. Select the Publish Option, which determins where the form will appear and who can complete it
  3. Click On
  4. Click Save
Publish OptionForm can be completed byDescription

Learner Tab

Centre Manager

User Manager

Displayed as a tab on the Learner’s portfolio. Only be visible to Centre Managers and User Managers

Learner Portfolio

Learner

Employer

Assessor

Centre Manager

Learner & Assessor

Displayed on the learner's portfolio. Visible to all users who can access the learner’s portfolio.

Assessment Plan

Assessor

Displayed in the learner’s Assessment Plan.

The form will only appear in the plan if assigned assigned to the Learner when the plan is created.

Learner Review

Assessor

Learner

Employer

Displayed in the Learner’s Assessment Plan.

The form will only appear in the plan if assigned assigned to the Learner when the plan is created.

Assessor Observation

IV

Used when an IV Observes an Assessor

Learner Interview

IV

Used when an IV Interviews a Learner

Learner Template

Learner

Assessor

Class Form Delegate

Centre Manager

Displayed on the learner's portfolio The form can be filled out and signed multiple times for the same learner.

Only the first person in the list can sign and complete the fields.

Persist Data

Please note that the option to persist data is only available in Assessment Plans and Reviews.

If you enable this option, the data from the previous Assessment Plan or Review will automatically be pulled through to the new Plan or Review.

G
Gareth is the author of this solution article.

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