This section will detail all the Forms Developments released that were previously visible on the old Updates Page on Smart Assessor.
Form Designer Changes:
Move multiple Fields in one go
You can now select multiple fields, so you can move them in one go
To do this:
This will apply to newly created forms.
Master Admins will now see some new settings available to apply when creating forms
You are now able to:
To do this:
For Single page forms:
For forms with multiple pages:
You can then have two options;
This pop up modal will display
You can choose to send the form to one or multiple email recipients, separate each email with a comma and click send email.
The recipient(s) will receive an email with a link in, when they click the link the form will be displayed and any changes they make can be saved.
For security reasons the form link will expire after 24 hours.
If the link is clicked on after 24 hours they will see a message informing them to email the sender of the link (Assessor or Master Admin email address) to request a new link.
Viewing previously completed Review Forms
When viewing an allocated review form, you will see a new drop-down list, which will allow you to select any previously completed review forms for that learner. You will see the form name and date completed.
When you select a previously completed review form it will open in a new window.
When you click the Complete Form button the review completion date will be auto populated for you and that form will then be visible to select from the list on your next review form.
You have the option of setting which role type has permission to complete a form, when forms are set to complete no other user can update the form.
Master Admins have permission to unlock completed forms where forms have been set to completed in error.
As before with mandatory pages you can select an option of other, and when you send an email link to the external parties, when they launch the form they will have the permission to complete the form.
Require Signatures on Forms
For this to work you need to ensure that the field called signature is added to the form and you can customize this to set only the user roles that will need to sign the form.
For these roles you have the option to send a reminder if required.
You will then need to select the request signatures option checkbox on the form settings.
Assessors or Master Admins can then click the Request Signatures button on an allocated form.
If you require a third party (someone who doesn’t have a login to Smart Assessor) to sign the form then use the signature pad field and change the label as to what signature type is required.
You can then use the Email to External button on the allocated form to send the form to a third party for them to complete and sign.
Locking the signature after signing and saving or completing the form.
For security reasons when whichever user role type has signed the signature pad in the form and they save the form, the system will check to see if there is a signature in the box and print name is populated. If the print name is missing a message will display asking for the print name field to be updated. Once there is a signature and print name in the box and the form is saved no one can amend the signature.
The same above will apply when the form is completed.
We are working on further developments around this area and will be updating the mobile and laptop apps. We will provide an update when this work is finished.
New Form Templates:
We have created a new section on the create new form page called Create from Template. We have added popular form fields onto these templates, allowing you to then customize the forms by adding and removing fields as required. Simply select your template from the drop-down list and click Create from Template button.