Form Settings define how a form functions or its workflow. Form Settings are available when the form is displayed in edit mode. To access Form Settings:
- (Legacy) Click Component Manager from the left menu of the District Admin tab. (Insight) Click on Evaluations - go to COMPONENTS - then click on Component Manager.
- Find the form you wish to view and click the edit (or pencil) icon. You can change the form in the Templates and then drag it over to the District Process or you can also just make the change in the District Process side but remember to make the change in all evaluation types as needed. Do not remove a form in the District Process side an replace it if the Process in the the evaluation type is currently active.
- The Form Settings tab is in the upper right corner of the page.
Note: You can also access a form or create a new form via the Form Designer link.
You may use the default Form Settings or modify them as needed. The Form Settings can be defined on a template form, and then modified on each copy of the form assigned to an evaluation type.
Use these steps to change form settings:
2. Edit any of the applicable Form Settings. All edits will auto save:
Submission requires user acknowledgment?
The default value for this setting is SELECTED. Select this setting for the end user to acknowledge a form after administrator (admin) submission. It is typically best practice for the end user to acknowledge a form submitted by their administrator.
Note: Acknowledgment does not imply agreement with the contents of the form. Additionally, acknowledging a form is the equivalent of signing a paper form.
Can users fill out this form?
The default value for this setting is DESELECTED since most forms are completed by an admin. If the form is completed and submitted by the end user then this setting MUST be selected. If this setting is selected ensure that the "Submission requires user acknowledgement?" setting is deselected since the system will include an additional step for the end user to Acknowledge the form they just submitted.
Hint: For a Self-Reflection form or a Pre-Observation form for example, there may be good reason for an end user to complete a form.
Does this form require scheduling?
The default value for this setting is SELECTED because many forms, such as Classroom Observation forms do require scheduling that corresponds to the form. Other forms, including Professional Goal Setting forms often do not require scheduling.
Note: If this setting is not selected then the form is Unassigned and an administrator should assign themselves to the form.
Does scheduling require user acknowledgement?
The default value for this setting is SELECTED. Use this setting to have the end user acknowledge the scheduled date. This is an additional step in workflow but forces the user to verify that the scheduled date is acceptable. If the end user is responsible for completing the form they must acknowledge the scheduled date prior to gaining access to the form.
Can users submit before scheduled date?
The default value for this setting is DESELECTED. If checked, the end user can submit the form prior to the scheduled date.
Hint: This setting works in conjunction with the Can users fill out form? setting. If the Can users fill out form? setting is deselected then this setting is not active.
Submission start date
The default value for this setting is BLANK. Adding a date to this field will remove the Submit button from the form until the date specified is reached. Prior to that date the form may only be saved by the end user. This is to avoid premature submission of forms.
Show in the Final Evaluation Summary?
The default value for this setting is SELECTED. If checked, this form will be a part of the final evaluation summary pdf that is created when the evaluation process is complete.
Note: The Final Evaluation Summary form is system generated and is typically used only if the overall evaluation process does not have a summative or composite form. Wisconsin districts do not need to use this function as a summative performance report is included in the evaluation cycle.
The default value for this setting is BLANK. That field was used by specific state sites to export data but is completely irrelevant to everyone else and can be ignored.
Show comments in Final Evaluation Summary?
The default value for this setting is DESELECTED. If checked, this means that any data entered into the Comment box at the bottom of a form will display in the final evaluation summary pdf. Wisconsin districts do not use the Final Evaluation Summary.
The default value for this setting is SELECTED. This will add the Comment button to the bottom of the form allowing users and admins to add their own comment to the bottom of a form.
Notify user by default when scheduling?
The default value for this setting is SELECTED. This setting defaults all form scheduling to notify the user when an admin creates the schedule. Even if this is selected the admin has the ability to not notify the user at the time of setting the schedule.
Show Submission History?
The default value for this setting is SELECTED. This setting displays the Submission History link in the top left of a form. Submission History displays the admin name and the date of submission.
Disallow admin access before user submission?
The default value for this setting is DESELECTED. For a user-submitted form, this prevents an administrator from seeing the form prior to end user submission. The administrator will only see the form once it has been submitted.
Allow Finalization Before Submission?
The default value for this setting is SELECTED. If selected this setting will allow a form to be finalized prior to submission. Some forms, such as required end of year forms, should always be submitted to commit the data to the database for reporting purposes. This setting can force that submission.
The default value for this setting is BLANK. A due date can be added to alert end users and admins that the form is overdue. Upon the arrival of the date entered in the field a visual indicator (red circle with exclamation point) will display in the Process, Admin, and Detail view for the administrator and on the LearningPlan tab for the end user to alert them that the form is past due.
Is this an Ad-Hoc form?
The default value for this setting is DESELECTED. This will allow this form to be used as an Ad-Hoc form only and will not count towards any rating or scoring. It will also not officially be part of the evaluation process.
Apply to Multiple Forms Button
Once all settings have been applied to the form this button can be used to apply the same settings to other forms in the process. For example if a pre and post evaluation form should function in the same manner set the form once and use this button to apply those settings to the other form.