What is the Self-Service Form?

What is the Self-Service Form?

In order to view Return to Work Declaration forms and Training Event Feedback forms within Self-Service, you must first set up the forms within Cintra iQ. Each form should contain questions for the Self-Service user to answer. 
You must have System Administration permisions to access this functionality.
Go to Cintra iQ: System Administration> Self-Service Forms

About the Ratings Tab

Within the Ratings tab, you can perform the following:
  1. Create a Ratings Set.
  2. Create ratings to include in the Rating Set.
  3. Edit a Rating Set.

Rating Set pane

A Rating Set is used when you want to display a drop down choice for a question response. 
1 - outstanding, 2 - met expectations, 3 - did not meet expectations, or yes/no etc.
A Rating Set is the title of the header under which you apply individual rating records. What is entered in this pane will be selectable when you want to define the response to a question that requires a rating drop down for an answer. Within this pane, you can create a name for the rating set.
Rating Set buttons
Use this buttons to perform various tasks.
Name
Description
New
Click this button to enter the name of the header in which to attach the rating records.
Open
Click this button to edit an existing Rating Set title.
Delete
Click this button to delete the rating set from the pane. 

Ratings pane

A Rating Set may include Outstanding, Adequate, Under performing or Yes, No or Agree, Disagree, Slightly Agree etc.
Within this pane, you can create a rating by entering its title, selecting the order in which it appears in the drop down list, and entering a description.

Ratings buttons
Use this buttons to perform various tasks.
Name
Description
New
Click this button to create a rating that will appear as a choice within the drop down list.
Open
Click this button to edit an existing rating
Delete
Click this button to remove the rating from the choices on the drop down list.

About the Questions tab

Within the Questions tab, you can perform the following:
  1. Create a Question Group.
  2. Create and add questions to the Question Group.
  3. Edit a Question Group.
  4. Edit a Question.

Question Group pane

A Question Group is the title of the header under which you apply individual questions. A single question group can then be selected for use in a Return to Work Declaration form  or a Training Event Feedback form. What is entered in this pane is selectable when you want to define the form that you wish to appear in Self-Service.


Question Group Buttons
Use this buttons to perform various tasks.
Name
Description
New
Click this button to create a question group title.
Open
Click this button to edit an existing question group.
Delete
Click this button delete the question group from the pane.

Questions pane

Within this pane, you can create the questions that can appear on the Self-Service Return to Work Declaration form or Training Event Feedback form.


Fields
Name
Description
Group Name
This is the title of the Set of Questions that appear on the form.
Identifier
This identifies the question and will show in the data picker for reporting on question responses.
Sequence
This defines the order in which the questions appear on the form.
Response Type
Bool: Use this option to allow the user to check a check box in answer to the question.

Date: Use this option to allow the user to enter a date box as an answer to the question

No Response: Use this option to create a text header within the form.

Number: Use this option to allow the user to enter a numeric value.

Rating: Use this option to allow the user to select an answer from a drop-down list. This is the ratings set in the Ratings tab.

Text: Using this option to allow the user to enter free text as an answer.
Rating Set
These sets were created in the Ratings tab. When Rating is selected as the Response Type, select the desired rating set .
Form Text
This is the text that appears on the form as either the question or header.
User
Visible: The question is visible to the Self-Service user.

Editable: The question response is editable by the Self-Service user.

Mandatory: The question must be answered by the Self-Service user.
Approver
Visible: The question is visible to the Self-Service approver.

Editable: The question response is editable by the Self-Service approver.

Mandatory: The question must be answered by the Self-Service approver.
Question pane buttons
Name
Description
New
Click this button to create a question record for the Self-Service form.
Open
Click this button to edit an existing question record.
Delete
Click this button to delete the question record from the pane.

About the Forms tab

You can either create a Return to Work Declaration form and/or a Training Event Feedback form within the Form tab. Once created, the form will appear in Self-Service.
Within the Forms tab, you can perform the following:
  1. Configure the form to contain the desired questions and details.
  2. Edit an existing form.
You must select a form Type before you can create the form.


Type
This drop-down lists the type of forms available in Self-Service. 

Definitions pane

Depending on what type of forms you select, this pane contains the Form definitions that appear in Self-Service when the Self-Service user selects the corresponding Return to Work Declaration or Training Event.
  1. RTW

  2. Training Event Feedback

Buttons
Name
Description
New
Click this button to create a new Return to Work Declaration form or Training Event Feedback form.
Open
Click this button to edit an existing Return to Work Declaration form or Training Event Feedback form.
Delete
Click this button to delete the desired Return to Work Declaration form or Training Event Feedback form from the pane.

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