Separating Monitoring into Form Types in My Reports and Portfolios

Form Types Overview

Form Types are used to categorise forms, making it easier to manage and retrieve data in reports. They allow you to:

• Organise forms into different sections within a staff member’s portfolio.

• Create separate report sections under the My Reports area.

• Exclude certain forms from appearing in the main Monitoring Report.

---

Adding Form Types

To add a Form Type:

1. Go to Settings > Review > Monitoring, then select the Monitoring Type section.

2. Click Add Form.

3. Enter a Title (required) and an optional Description.

---

Form Type Settings Explained

• Exclude from the main monitoring report?
  Tick this to prevent forms of this type from appearing in the main Monitoring Report.

• Create a separate report under the 'My Reports' option?
  This will create a separate section for these forms in the My Reports area of the main menu.

• Create a separate tab in the portfolio?
  This will create a new tab in each staff member’s portfolio for these forms and exclude them from the main monitoring section.

---

Assigning a Form Type to a Form

You can assign a Form Type to both new and existing forms:

1. Open the Add/Edit Form screen.

2. Select the appropriate Form Type from the Type dropdown.

3. Click Save.

Once saved, the form will follow the settings defined by its Form Type going forward.