How to modify the settings of a Data Form Template (Admin)

To change the specific settings of your data form template, first start from your Talent homepage. Then find the Management Panel on the far left and click ‘Data Forms.’ You will then be brought to your ‘Active Data Form Templates.’

Select the data form template you would like to modify. Click on its '...' icon and select 'Modify' from the dropdown list. This will bring you to the template's Settings page.

NOTE: These settings will differ slightly if you selected ‘Rubric’ as your Template Type for the data form template in question. To learn more about adjusting the settings of Data Form Rubrics, please read this article HERE.

General

For most data forms, you can edit the settings of a template to display as either fully expanded sections by default or as fully collapsed.

You can also manage the requirement to select the individual/group the data form is being completed for before being able to click Publish. This can be helpful to ensure that your coaches designate who they are performing their coaching logs for!

Observations

You can also enable your data form for use in Observations.

Visibility

Lastly, you can select the visibility of who can select your template by Role and by Group. Click ‘+Set Visibility’ to save your changes.

Other Data Form Template Settings

Participant View

To have an idea of what a participant of a data form would see when filling out your template, scroll up to the top of the template page and select 'Content' to view the content entered for form. Next, click ‘Go To Participant View.’ This will load a pop-up with a preview of how your data form will look to a user who has chosen to fill it out. Click ‘Close’ to close out of this view.

Data Form Template Version History

Your Data Form template saves your modifications in real time. If you would like to revert back to a previous version of your Data Form template, click on the ‘history icon’ in the top, right-hand corner of the data form template’s page.

Click the arrow beside each date to see a record of every change to your Data Form. To revert to a previous change, click on the ‘…’ icon and select ‘Restore this version.’ This will restore your data form template to the way it appeared on the specific date and time selected. You can always revert it back to your later version by selecting it once more and selecting ‘Restore.’

From each historic version of your template, you can also choose to clone it as a completely separate template by clicking ‘Make a copy.’ To delete a historic version completely, click ‘Delete this version.’

NOTE:  Any changes made to a data form template will only carry over to completed data forms using this template moving forward. It will not retroactively change data forms that have already been completed using a previous version.