Separating Monitoring Types in My Reports and Portfolios

You can customise how different types of monitoring forms appear in reports and staff portfolios by using Form Types. These allow you to categorise forms and decide where they appear in the system.

Step 1: Creating Monitoring Form Types

1. Go to:
   Settings > Review > Monitoring > Form Types

2. Click Add Form Type.

3. In the form that appears:

   • Title: Enter a name (e.g., Learning Walk, Self-Reflection, Book Scrutiny).

   • Description: (Optional) Add a brief description for the type.

4. Choose from the following options to control how forms of this type appear in the system:

   • Exclude from the main monitoring report
     Select this if you do not want forms of this type to appear in My Reports > Monitoring Report.

   • Create a separate report under My Reports
     Select this to create a new section under My Reports for forms of this type. These forms will be reported on separately from others.

   • Create a separate tab in the portfolio
     Select this to create a dedicated tab in the staff portfolio for this form type. The tab will use the title you've given the type.

5. Click Save. You can now apply this form type to monitoring forms.

---

Step 2: Applying Form Types to Monitoring Forms

1. Go to:
   Settings > Review > Monitoring > Forms

2. Click the edit pencil icon next to the form you want to modify.

3. On the Details tab:

   • Open the Type dropdown.

   • Select the relevant Form Type you created earlier.

4. Click Save.

---

This setup helps you organise monitoring activities more effectively and tailor how different monitoring types are shown across reports and staff portfolios