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Assessment Templates

This article is for Administrators who would like to create and manage assessment form templates.

While you are assessing a Grant you can use existing assessment form templates, or you can make your own. You can also edit existing templates.

1

Create New Application Form

If you are in the process of creating a Grant, you can click New Form.

Screen Shot 2020-12-17 at 4.46.34 PM

You will be navigated to a form builder tool where you can build your template.

Start by adding any field type to the form.

After you drag and drop your first field you can start to create your first page.

  • In the middle section (surrounded by red) you can:

    • add, duplicate and delete sections

    • edit section settings

    • add more fields to existing or new sections

  • On the right hand side (surrounded by blue), you can:

    • add, reorder, delete or duplicate pages

    • note: page names are only editable via the middle section

Below is an Assessment Form example. This form has fields that will enable the Assessor to rate the Application which will result in a “Total Score”. This feature is very helpful in the assessment process.

2

Edit Application Template

Click the 3 dots on the template you wish to edit.

Note: If a template that you try to edit is in use, some functions might be locked. If you cannot edit how you wish, you may benefit from duplicating the template via the menu at the top right.

Tip: You can also create and manage templates via the templates menu.

Duplicating a template, page, section, or field does not fully carry across all of its configuration — Field Events are not duplicated at all, and Field Tags/Cell Tags are duplicated as-is (sharing the same tag as the original). See Field Events and Personalisations & Field Tags for details on what to check after duplicating.

Screen Shot 2020-12-17 at 4.32.53 PM

When setting up the Assessment Template, you can also opt to hide specific fields (in the case of sharing an Assessment with other users i.e. an Applicant or another Assessor). You do this via the "Review Workflows" section which pops up as an option on the left when you are editing any of the template fields. If you don't tick the box for "Shared Assessment", it means any responses provided within that field will automatically be hidden during any future assessment sharing.

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