This guide explains the sections that can be added when you are creating your Form Template and what they do.
Here is a reminder of what the pop-up window looks like when you click on the + Add Section button within the Form Template creation tool:
Click the tile to add the section to the Form Template. What each section does is explained below.
This is the most flexible type of section available. The tab will be labelled Standard Section unless you change it. It may contain an infinite combination of different Field Types, such as read-only text and different types of data input such as single line text, multiple line text, multiple choice options, etc. These can all be added to the section using the Tools Palette.
If you would like to know more about the different field types, please refer to the Add a field to the Standard Section of a Form Template guide.
Further Actions Section
The Further Actions Section gives Line Managers the ability to add another Form to the training plan of the User as a result of the performance process. The Form that has been added would then be accessible to the User via My Activities however the manager may have to initiate it before the User can open it, depending on the workflow settings.
Once this section has been added to the Form Template, no further action is required when completing the Form Template as the further actions are added during the completion of the form. The Line Manager will be able to add the further actions at the first point in the workflow when they receive the form.
Note: If using User > Complete workflow then this section should not be used as further actions can only be assigned by Line Managers.
File Attachments Section
The File Attachments Section allows Users to attach documents as supporting evidence when completing the Form. These documents can then be downloaded by the Line Manager.
The following formats are supported for upload to a maximum file size of 330MB: .pdf; .doc; .xmls; .csv; .ppt
Click into the name of the section to set whether only Users can delete their own files (as opposed to anybody else in the workflow of the Form).
You can also set the section as Mandatory, meaning that Users will not be able to complete the Form until they have attached a file.
It appears to the User as below.
Third Party Comments Section
The Third Party Comments section allows the Line Manager to request feedback from a third party. For example, if their report had been working closely with another person on a project. The comments can only be viewed by the Line Manager (the section will not show at all for the User) so if the manager would like to share the comments, they would need to do this another way, e.g. verbally.
Once this section has been added to the Form Template, no further action is required when completing the Form Template as the third party comments are requested during the completion of the form. The Line Manager will be able to request the third party comments at the first point in the workflow when they receive the form.
Note: If using User > Complete workflow then this section should not be used as third party comments can only be requested by Line Managers.
The Sign-off Section is the section that not only verifies whether all the fields in the Form have been filled in by the User, but also handles the workflow. The User/Line Manager will not be able to complete the workflow of the Form without this section.
This section is mandatory and will be automatically added when you first create the Form, along with a Standard Section.
When a User or Line Manager has completed all sections of the Form, they will be able to Submit the form, as shown below:
If the User hasn't completed all mandatory sections, it will advise them which sections need to be completed and will not allow them to submit:
Once submitted, the form will then move to the next stage in the prescribed workflow.