Creating a Template in FormWorks

Transcription

1 Creating a Template in FormWorks STEP 1: Log into DMAC Solutions at *Your username and password will be given to you by your site district administrator. Teacher passwords are generated after class rosters are sent to DMAC. STEP 2: Choose FormWorks from the menu as seen below Region 7 Education Service Center. All Rights Reserved. Created: 9/04/2012 Reviewed: 9/26/2012 Revised: 9/26/2012

2 DMAC Solutions: Creating a Template in FormWorks Page 2 of 12 Navigating FormWorks The four sections of FormWorks are on the navigation bar located at the top left: Forms - allows users to submit forms, view completed and received forms. Templates - allows users to create, edit, or delete active templates as well as view published and archived templates. Reports - allows users to run reports based on their completed forms. Settings - allows the district administrator to select FormWorks authors. Templates: Creating a New Template Step 1- Click on Templates in the top Navigation Bar Step 2 - Click on the green plus sign titled add new to create a new template. A pop up box will appear. 1 2

3 DMAC Solutions: Creating a Template in FormWorks Page 3 of 12 Step 3 Enter the name of the form. Click on the type drop down button and choose FormWorks or PDAS. Your name should automatically populate. Check yes if you want an approval path for your template and check no if you do not. 3 Step 3b- If the form will have an approval path, you will have to select the final approver s DMAC account role and name. Approval paths are needed for forms that will be automatically sent to another user such as discipline forms, referral forms, etc. (optional) 3b

4 DMAC Solutions: Creating a Template in FormWorks Page 4 of 12 Step 4- Choose the fields that you want on your form. To do this, you will click on the fields listed to the left and drag over. This will allow you to customize the fields for your form. 4 Step 5- Preview, Publish or Print You can print, publish, or print form from the template page. 5

5 DMAC Solutions: Creating a Template in FormWorks Page 5 of 12 Description of Individual Fields: Heading- Type the heading inside blank boxes that will appear on the form. Double click on the field to open the pop-up box to enter text details. Click save or cancel. Text /Text Box/ Text Area a. Text - allows creator to type in information that will appear on the form. Text Box and Text Area are spaces where the form user can enter information. b. Label and sub-label type inside blank boxes for label and sub-label. c. Check - Required if the box must be completed before the form will be saved as completed. (notice an asterisk * will appear beside the label on your form if it is a required field.) d. Click save or cancel.

6 DMAC Solutions: Creating a Template in FormWorks Page 6 of 12 Check Box/Radio Button/Drop Down box a. Type label and/or sub-label if desired. b. Check required if this will be a required item in form. c. Select the number of columns for choices to be printed on each line. d. Click new to add choice 1, repeat for as many choices as you want or use the green plus sign to add additional items. e. Remove all the choices that have been selected by clicking the clear button. f. Import choices from a generic list of categories in DMAC by selecting the category and clicking add choices. g. Select the grayed out check beside a choice to allow a green check to appear denoting that it will auto populate to that choice on the form. The user will have to deselect the option if they do not want it to be chosen when using the form. A blank choice can be selected as a default choice. h. Reorder choices by selecting choice and drop and drag to new location. Up and down arrows may also be used to move choice for reordering. i. Click Save or cancel.

7 DMAC Solutions: Creating a Template in FormWorks Page 7 of 12 Number a. Type label and/or sub-label in box. b. Choose required if needed. c. Choose from number, currency or percent for Number type. d. Type in a Minimum and Maximum Value Range. (if applicable) e. Click Save or Cancel Date/Time a. Type in Label and/or Sub-label if needed. b. Check required if needed. c. Select to show either Date or Time d. Click save or cancel

8 DMAC Solutions: Creating a Template in FormWorks Page 8 of 12 Page Break a. Insert a page break where to separate between pages when printing. Data Fields Data fields are different from standard fields because they will auto populate with information; Print Fields will auto populate with the teacher name, appraiser name, campus name, current year. PDAS Date/Time under Data Fields will auto populate with the current date and time a. Print and Preview form is available from the template page. b. Publish the form when you want the template to become available for others to use.

9 DMAC Solutions: Creating a Template in FormWorks Page 9 of 12 1 Existing templates: Navigate between active, published, deleted, archived or all templates by clicking on the words in the Template navigation bar. The active tab is the default. 2. Click on the header name i.e. template name, author, approver, type, #, Created On and Published On to sort the list of active templates. 3. Icons for templates: a. Publish allows the template to become a form which can be completed by other users. After the template has been published and used, it cannot be edited

10 DMAC Solutions: Creating a Template in FormWorks Page 10 of 12 b. Unpublish allows the template to be removed from the form list and continue to be edited as a template. Once a form has been used it cannot be unpublished because it has records against that form. c. Settings allow the user to assign where the template will be located in DMAC. (ex: PDAS) The template author can be changed if the form has an approval path. Approval path will send the form directly to the named approver within DMAC once it has been completed. (ex: discipline form) d. Copy allows the user to copy and rename an existing template so that it can be edited with new changes. e. Edit allows the user to add and delete fields within the template. f. Delete allows the user to delete templates that he/she has created.

11 DMAC Solutions: Creating a Template in FormWorks Page 11 of 12 Reports in FormWorks: 1. Click on Reports from the Navigational Bar at the top of the page. 2. Select the template used for the Report. You may sort using author, type or status. 3. Select the start date and end date for the report. 4. Select the Reporting Fields 5. Click Print to view reports

12 DMAC Solutions: Creating a Template in FormWorks Page 12 of Print or save using adobe toolbar. 6 Please contact us for additional questions or techical assistance: support@dmac-solutions.net by Region 7 Education Service Center. All rights reserved. This material may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. For permission, contact cbarton@esc7.net