Form Types are used to categorise forms, making it easier to manage and retrieve data in reports. They allow you to:
Organise forms into different sections within a staff member’s portfolio.
Create separate report sections under the My Reports area.
Exclude certain forms from appearing in the main Monitoring Report.
To add a Form Type:
Go to Settings > Review > Monitoring, then select the Monitoring Type section.
Click Add Form.
Enter a Title (required) and an optional Description.
Exclude from the main monitoring report?
Tick this to prevent forms of this type from appearing in the main Monitoring Report.
Create a separate report under the 'My Reports' option?
This will create a separate section for these forms in the My Reports area of the main menu.
Create a separate tab in the portfolio?
This will create a new tab in each staff member’s portfolio for these forms and exclude them from the main monitoring section.
You can assign a Form Type to both new and existing forms:
Open the Add/Edit Form screen.
Select the appropriate Form Type from the Type dropdown.
Click Save.
Once saved, the form will follow the settings defined by its Form Type going forward.