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BalanceTRAK > Settings > Design/Edit a Form Template

RETURN TO: Form Templates

KEY TOPICS:

  • Header
  • Instructions
  • Selected Questions
  • Other Specialized Areas
    • Application
    • Self-ID

Overview of Form Components

Header

The Header will be shown when editing the first Section of a form and correspondingly will be displayed on the first page where a Job Seeker begins entering information.

Example: An organization’s Equal Opportunity statement could be placed in the Header.

Instructions

The Instructions area is available for all form types for all Sections and can be tailored for the particular form or Section’s needs. The Instructions will be visible at the top of the form Section.

Example: A Job Seeker may be instructed to provide only 10 years of employment history in the Employment Section of the APPLICATION.

Selected Questions

Although unique to each use, the Selected Questions menu is available for all form types and Sections and is. Fields containing questions that are available to add to the forms are listed under Available Fields on the left side of the page. A list of questions currently being used on the form will be displayed on the right side of the page under Selected Fields.

To add a question to Available Fields, click the [Add Question] button, and fill in the question description and the question type; click Save.

To Search the list of available questions, enter keywords into the text field below the Available Fields header, and use the icons to perform and clear the Search, respectively. When a Search is performed, questions that contain the keywords entered will be listed.

To include a question on the form, click an Available Field, and drag it to Selected Fields on the right, in the order you want it to appear. Move the sequence of the Selected Fields by clicking and dragging a question’s header bar to the new location.

To edit the text or choices for Selected Fields, click the Edit link to enter the Edit Question page. To Delete fields and questions from the form, click the Delete icon next to the Selected Question. Select the Required check box if the question is required for the Job Seeker to fill out.

Once all changes have been made, click [Save] before selecting a different Section to manage.

Note: For more information about saving questions and making them available, see the Help section: Administrative Settings—Questions.

Other Specialized Areas

There are also special settings for each specific Section that can be applied to the Job Seeker.

APPLICATION

  • Personal Information — Contains Personal Information and Previous Addresses content areas. Fields under Available Fields are dragged and dropped to Selected Fields. The Previous Addresses area has an option to Include Previous Addresses, and an additional option to make at least one Previous Address Required.
  • Education — contains Include and Required check boxes for: High School, Undergraduate College, Graduate College, and Trade School. Checking Include displays the Education Option; checking Required mandates the Job Seeker to make one entry for a displayed Education Option; the School Name and School Location are required. Clicking a More Options link displays optional fields to Include (or Exclude).
  • Employment — collects the Company Name (required) and Location of Employers, with Include and Required options. Checking Include will allow Job Seekers to enter Employers. Checking Required will mandate that the Job Seeker add at least one Employer. The list of optional fields to Include (and Exclude) are displayed under Employment Options.
  • References — collects Name and Phone by default, with the ability to add More Options. Checking Include will allow Job Seekers to enter Reference information; entering the # of References Required will require the Job Seeker to enter that many References. To add/remove Reference Options, check or uncheck the boxes next to the field name.
  • Applicant's Statement — contains the Applicant Statement (terms required to submit Application) and the Applicant Certification (agreement with terms). To modify the text for either item, click the Edit button, and make the necessary changes.

Self-ID

An IWD (Individual with Disability) Section is available for the SELF-ID form.

To add/remove optional fields in a Section where they are available, check or uncheck the boxes next to the field name.