Data Forms offer a large variety of interactive content for users to engage with! When creating a data form template, these different types of interactive content are housed inside of Components.
Contents:
General Component Settings
In order to feature interactive content in your Data Form template, you will first need to click the ‘+ Add Component’ button within a section of your Data Form template.
In the top, right-hand corner of each component you can add, you can further adjust it as needed with some general settings.
- To switch from one component type to another, click the 'switch icon.'
- To expand a component to see its edit options, click the 'expand icon.'
- To duplicate a component, click the 'duplicate icon.'
- To delete a component, click the 'trash bin icon.'
In order to adjust the display and look of a component, simply click in its general preview answer area, and the component will expand to show settings that allow you to manage the title, description and answer choices the users of your system will see! You can also easily view all edit option of a component by clicking the 'expand icon' found in the upper, right-hand corner of each component.
For most components, you can adjust the Data Type Mapping. This is not necessary to determine, but it can be useful for organizations that wish to track effort, fidelity, and impact data.
If you so wish, you can also choose to 'Disaggregate Data' filled out in specific components. This will affect the way this data form template displays this component in Report Builder.
Radio Set
The Radio Set component allows users to choose one item from a set of radio button inputs. These can be useful when creating a multiple choice questionnaire.
Preview:
Settings:
At the top of these settings, add a prompt to guide the participant. Make sure to add response text for each Response Field. You must have at least (2) Response Fields for this component.
To add another Response Field, click the '+ Add Response Field' button.
Further down these settings, you can adjust if this component is Required to progress. If you would like for participants to be able to enter a comment for further clarification (like in the case of 'Other' being listed as a Response Field), click 'Comments Enabled.'
Dropdown Menu
The Dropdown Menu component allows participants to choose one item from a dropdown list. This can be useful if, say, participants need to select the location that their practice took place in.
Preview:
Settings:
At the top of these settings, add a prompt to guide the participant. Make sure to add response text for each Response Field. You must have at least (2) Response Fields for this component.
To add another Response Field, click the '+ Add Response Field' button.
Further down these settings, you can adjust if this component is Required to progress. If you would like for participants to be able to enter a comment for further clarification (like in the case of 'Other' being listed as a Response Field), click 'Comments Enabled.'
Checkbox Set
The Checkbox Set component allows participants to choose multiple items from a set of checkboxes. This can be useful for participants to check off all items that apply to their practice.
Preview:
Settings:
At the top of these settings, add a prompt to guide the participant. Make sure to add response text for the Response Field.
To add another Response Field, click the '+ Add Response Field' button.
Further down these settings, you can adjust if this component is Required to progress. If you would like for participants to be able to enter a comment for further clarification (like in the case of 'Other' being listed as a Response Field), click 'Comments Enabled.'
Date Picker
The Date Picker component allows participants to enter a specific date. This can be useful if you would like to ask for the date that a specific action was completed or a specific action is planned to be completed.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also adjust if this component is Required to progress. If you would like for participants to be able to enter a comment for further clarification, click 'Comments Enabled.'
Text Field
The Text Field component offers a small line to type a short response of text or numbers on. This can be great when asking participants to provide a short answer to a question.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also adjust if this component is Required to progress.
Text Area
A Text Area component offers a larger space to type a large amount of text for a response. This component can be useful when asking participants to respond in full sentences and paragraphs.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also adjust if this component is Required to progress.
Number Field
A Number Field component allows participants to enter only numeric data into the text space provided. This text space will not accept alphabetical text. This can be useful when asking participants to keep track of specific numeric counts!
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also adjust if this component is Required to progress.
Duration
A Duration component allows participants to set the duration of a particular session in hours and minutes. This can be helpful when asking a Coach the length of time their coaching session lasted. You can also select to have the Duration component operate with a Start Time and End Time instead.
Preview (Duration: Hours & Minutes):
Preview (Start Time and End Time):
Settings:
At the top, add a prompt to guide the participant. You can also select to have the Duration component operate with a Start Time and End Time instead, in which case the reporting of this data will display the duration between those times given. You can also adjust if this component is Required to progress.
Attachment
The Attachment component allows participants to upload a variety of different files and forms from inside and outside of the Talent platform! This includes sharing completed Data Forms, Observations, Self Assessments, Goals, videos and documents! Using this tool can be very effective for tracking the progress of your coaches through their completed work.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also enter a description below your prompt to expound upon your directions further.
At the bottom, you can choose to mark this component 'Required' to progress.
Table Entry Grid
The Table Entry Grid component allows participants to provide their answers in a table that you create for them! This can be a helpful way to display various datapoints you would like for them to track.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can also enter a description below your prompt to expound upon your directions further.
Give each of your Headers and Rows a title, depending on the arrangement of your table.
Clicking on either the Header Title or the Row Title will display options to either delete the current column/row or to add an adjacent column/row.
At the bottom, click 'Show Row Titles' to toggle whether or not Row titles will be displayed.
Text Editor
The Text Editor component is strictly for providing explanation and instruction from whomever is creating the data form template. This component does not gather any data, but it can be useful for providing further information in your forms.
Preview:
Settings:
Click on the space where your text would appear to reveal the text entry space. Here you can find multiple text formatting tools that you might find in your favorite word processor! You can even insert a file to display an image with your text!
Rubric Grid
The Rubric Grid component allows your form to act like an observation rubric for your participants to use, gathering scored or un-scored feedback using a customizable rubric grid format. To display a Rubric Grid in your form, you must have the 'Template Type' of your data form template set to 'Rubric.' Only then will the Rubric Grid component option appear.
Choosing Rubric Grid will display a table with one criteria and its answer choice columns. This of one Rubric Grid component as one specific section of your rubric template.
When working with rubric grids, it's important to note this general structure:
- Domain - The overall Section of your rubric grid, often designated by the Section Title your Rubric Grid component is housed in. For accurate data tracking, we highly recommend that you title your Rubric Grid component the same exact title as the Section it is housed in.
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Dimension (Criteria) - The criteria specified within each component. These criteria act as the designation for each row in a Rubric Grid. Oftentimes, these criteria will be graded along a scale that you can label and adjust the scoring value of.
- Criteria Ratings - The answer choices and overall grading scale for your criteria in the component. These choices are where you will enter the scores for each column of the component.
- Criteria Rating Descriptions - The description for each answer choice along the Criteria Ratings scale.
IMPORTANT: To ensure your rubric data is tracked accurately in Report Builder, we ask that you do not house more than one Rubric Grid component within the same section, or else your multiple Domains will not be tracked. To avoid this issue, always do the following:
- Add a new overall Section to your rubric template for each Rubric Grid component you have. To add a new Section, click
- Name the Title of your Rubric Grid component the exact same title as the overall Section it is housed in.
Modifying Domains
To begin building your rubric, click on the 'Section Title' and add a title to this section.
Then click on your Rubric Grid component. Add the same exact title to it that you gave your overall Section and then give it a brief description.
You can also adjust the settings for all answer choices of this particular component to be 'Required.' Enabling 'Scored' will allow the grid to produce a numeric score total.
NOTE: Scoring with the rubric takes place on two tiers:
- Overall Domain - The score for each individual rubric grid domain is determined by calculating the average of each individual dimension (criteria) row.
- Cumulative Overall - The cumulative overall score is derived by averaging the scores of each individual domain.
You can even choose to 'Disaggregate' the way your scoring appears for this Rubric Grid component in Report Builder.
Modifying Dimensions (Criteria)
Adding a Criteria Title
Click where it says 'Enter the Criteria here' to open your criteria's settings. Here you can give your criteria row a title. You can also select whether you would like to 'Duplicate' the entire criteria and all of its criteria ratings or 'Delete'
the criteria and its associated criteria ratings.
Displaying Criteria View
You can display the criteria label as its own column by clicking the 'expanded table icon' under the Rubric Grid description.
Clicking the 'single table icon' places the criteria label above the criteria ratings.
Adding Rating Titles and Scores
To modify the Criteria Ratings of your component, click on one of the pre-generated rating titles. This will display a place for you to enter your own Rating Title instead, as well as a numeric score value to the column (If you wish for the component to be scored).
Adding/Deleting Rating Columns
To add another Criteria Rating column, hover over any column you would like to place it beside. You will see a '+' icon to add or a 'trash bin icon' to delete the current column you are hovering over. Click the '+' icon to add a column, and a dropdown menu will appear. Choose either 'Add Column Left' or 'Add Column Right' and a new column with a generic 'Rating Title' title will display beside your already existing column.
Describing Criteria Ratings
Enter the general description for each Criteria Rating option within each box that reads 'Describe the criteria rating here.' You can be as short as detailed as needed!
Adding a Text Comment Box
You can also add a 'Text Area' below the specific criteria and toggle whether or not it is Required to enter to progress. For each text area to a criteria, you can display the Preview above it and adjust the 'Title' of the text area as well as its 'Prompt.'
Adding a Criteria Row
To add another Dimension (Criteria) row, click '+Add Row' at the bottom of the Rubric Grid.
Once you have finished with this Rubric Grid, you can always create another section to your rubric template by clicking '+Add Component' to add another Rubric Grid component below the one you just finished.
You could scroll up to the top of the component and select the 'Duplicate' icon to build another section off the a copy of the Rubric Grid you just finished building!
You can even 'Move' the placement of your rubric grid components and 'Delete' them as needed.
Request Signature
The Request Signature component allows participants to provide a hard-coded signature to the form they complete! This can be a useful if your organization requires virtual, handwritten signatures for secure verification and acknowledgement of the material provided in the completed form.
With the Request Signature component, you can either designate a participant completing a form to provide their own signature and/or have the participant completing the form request signatures of other users who need to sign-off and acknowledge the form being completed.
Preview:
Settings:
At the top, add a prompt to guide the participant. You can then mark the signature collection as 'Required' in order to complete the form. You can also mark the signature component as requiring the user completing the form to provide their signature. In other cases, you may want to only have your signature collection be for users who have shared access to the form, or a mixture of both!
You can then modify the default Signature Acknowledgement Statement as needed for your organization. This is a checkbox a user providing their signature will need to check in order to submit their signature.
Below this setting are options to select for allowing the requestees of the signature multiple ways to provide their signature. Those options include:
- Uploading a signature image
- Hand-drawing a signature using their mouse/trackpad
- Typing a signature using their keyboard
Lastly, you can define whether or not you would like for the signature collection to operate Parallel or Sequentially.
- Parallel - Signers can sign at any time, without waiting for others.
- Sequentially - Signers must sign in the order chosen by the original participant of the form who sends out the signature requests.
NOTE: If you add multiple Request Signature components to a data form template, the first component will allow you to adjust settings for all Request Signature components. The others will only inherit the settings of the original one, although you can change the prompt titles for each component.
Tally
The Tally component allows observers to designate time-stamped tallies of specific strategies or indicators (according to their rubric) utilized during a video observation session. These tallies are each followed by notes the observer can leave to reinforce the usage of the strategy.
In order for the Tally component to be made available while authoring a Data Form Template, the author must do the following:
- The form template must be designated as the 'Rubric' Data Form Type.
- In the 'Settings' tab of the template, you must enable both 'Enabled for Data Forms' and 'Enabled for Observations.'
Preview:
Settings:
At the top of these settings, add a prompt to either guide the participant or act as a title for this section. You can even provide a further description for instructions. Make sure to add text in each of the Strategy/Indicator Labels. If you would like to indicate a 'Recommended Frequency' for the average amount of tallies to be gathered for that specific Strategy/Indicator, please enter it in the 'Recommended Frequency' field.
To add another Strategy/Indicator Label, click the '+ Add Strategy/Indicator' button.
To learn more about authoring Data Form Templates, read this Help article: HERE
To learn more about authoring Rubric Templates via Data Forms, read: HERE