Adding Forms to Form Sets

Form sets serve as evaluation instruments that contain one or more forms. You can add existing forms to your form sets and configure how they contribute to overall scoring.

Prerequisites

• system_administrator or organization_administrator role
• At least one existing form set
• At least one existing form to add

Adding a Form to a Form Set

1. Navigate to System Admin → Observe → Form Sets
2. Click on the form set where you want to add a form
3. In the form set detail view, click Add Form
4. Select the form you want to add from the dropdown list
5. Configure the form settings:
   • Display Order: Set the position of this form within the form set
   • Weight: Enter the numerical weight for scoring (if using weighted scoring)
6. Click Save

The form will now appear in the Forms section of your form set detail page.

Managing Form Display Order

Forms within a form set are presented to evaluators in the order you specify:

1. In the form set detail view, locate the Forms section
2. Each form shows its current display order number
3. To reorder forms:
   • Click Edit next to a form
   • Change the Display Order value
   • Click Save

Lower numbers appear first in the evaluation interface.

Configuring Form Weights

When your form set contains multiple forms, you can weight their contribution to the overall score:

1. Navigate to your form set detail page
2. Go to the Weighted Values section
3. Review the forms that contribute to scoring
4. Adjust weights as needed:
   • Higher weights give more influence to that form's score
   • Weights are relative to each other
   • Forms marked as non-scorable won't appear in this section

The system automatically calculates the weighted average when evaluations are completed.

Working with Multiple Forms

Form sets can contain multiple forms to create comprehensive evaluation instruments:

• Sequential Evaluation: Forms are presented in display order during observations or performance reviews
• Focused Assessment: Use different forms to evaluate different aspects of performance
• Flexible Scoring: Weight forms differently based on their importance

Removing Forms from Form Sets

To remove a form from a form set:

1. Navigate to the form set detail page
2. Locate the form in the Forms section
3. Click Remove or Unlink next to the form
4. Confirm the removal

This removes the form from the form set but does not delete the form itself. The form remains available for use in other form sets.

Form Set Organization Visibility

After adding forms to your form set, ensure the appropriate organizations can access it:

1. Go to the Organizations tab in your form set
2. Select which organizations should see this form set
3. Save your selections

Only users from selected organizations will see the form set when conducting evaluations.

Best Practices

• Clear Naming: Use descriptive form names to help evaluators understand the purpose
• Logical Ordering: Arrange forms in a sequence that makes sense for the evaluation process
• Balanced Weighting: Consider the relative importance of each form when setting weights
• Regular Review: Periodically review form combinations to ensure they meet evaluation needs

Your form set is now ready for use in observations and performance reviews within the specified organizations.