Before you get started editing an existing program: If you are wanting to get ready to begin accepting applications for another session and already have a program from a previous session, please follow these steps.
There are two areas where you can edit programs.
To edit information and settings on the Program Page, click on Program in the navigation menu on the left side of page. Then, click “Edit Program” either at the top of the page or the bottom.
The settings and information that can be edited from the Program Page are:
- Program logo (this logo image will override the default provider logo)
- Program name/title
- Active status
- Contact information
- Facebook integration
- Email notification upon submission to admins (Enhance and Bells & Whistles level feature)
- Lock application upon submission
- All multiple applications per user (Enhance and Bells & Whistles level feature)
- Make evaluations anonymous (Enhance and Bells & Whistles level feature)
To make changes to the actual application, click on Form in the navigation menu on the left side of page. An application tree will then show on the right hand side of the form. This application tree will be your method of navigation through the application.
Click on the title of the program to view the overall application at once, on one screen.
Click on a page title to get to edit screen for the page.
On the page edit screen, you will see a button at the top and bottom of the page called “New Section” which will create a new section that will be placed at the very bottom of this page.
Also on the page edit screen are three icons in the top right corner: page settings(cogwheel), duplicate(papers), and delete(trashcan).
Click Page Settings to change or add the page title, hide the page from evaluators, or change the page class from Applicant to Provider or Evaluator.
Click Duplicate to create an exact copy of the entire page (the copy will appear directly below the page you copied).
Click Delete to permanently delete the entire page and all of its contents.
To edit a section, click on the plus sign next to the page title where the section you want to edit is held. This will expand the page to display all of the sections housed in that page. Click on the section you want to edit. The options on the section’s edit screen work exactly the same as the page edit screen.
To edit a question, click on the plus sign next to the section title where the question you want to edit is held. This will expand the section to display all of the questions housed in that section. Click on the question you want to edit.
This will take you to the question edit screen. The duplicate and delete icons work the same way as the page and section options. You can make any edits to the question you like, including the actual question, question class, question, type, etc.
To add a question, click on a page or section title. You can scroll to the bottom of each section to find the “New Question” button where you can add a question to that particular section.
Whenever you add a new question, section, or page, it is added to the bottom of the section, page, or application, respectively. Because of this, you may need to move some questions, sections, or pages around. To do this, click on the “Change Order” button that will appear on any application edit screen except for the question edit screen.
After clicking “Change Order”, you can drag and drop questions, sections, and pages anywhere you need. Questions must be placed in sections, sections must be placed in pages and pages are always standalone.