Creating / Editing Onboarding Fields

Centres can create their own set of fields for onboarding.  Fields can be mandatory or optional, and can be for centre only (onboarders) applicant and/or workplace user (workplace manager or mentor).

The available field types are as follows:

Checkbox = user can tick a box

Date = user can enter a date or select from a calendar (DD/MM/YYYY format)

Label = user can read text

Multiselect = user can tick one or more items from a list

Number = user can only enter a number (not suitable for telephone numbers or dates)

RadioButtons = user can select an item from a list of one or more items

Signature = user can sign in a box, which will be name and date & time stamped

Text = user can provide up to 50 characters of text (also use for telephone numbers )

Testarea = user can provide up to 250 characters of text in an expandible text box

Uploadfile - user can upload files (applicant users cannot delete files uploaded by others or files you lock)

To create a field:

1. Go to My Centre / Custom Fields

2. Click 'Add Field'

3. Select the Centre(s) (only appears if you are a Parent Centre user) and a Show Field On option (this determines which onboarding section the field will appear)

4. Enter a Field Name

5. (optional)  Enter Field Help Text (unlimited text)

6. Select the Field Type (if Multiselect or RadioButtons add the options, and if other is selected the end user will also be offered an option with a text box)  If you tick one or more options as an eligibility concern, then if that option is selected the system will display a warning sign on the Onboarding Dashboard, and next to the field on the onboarding form.

7. (optional)  Tick if Field is required (i.e. used to calculate section progress)

8. (optional)  Enter Field Available Start Date (field will only be displayed after this date)

9. (optional)  Enter Field Available End Date  (field will cease to be displayed after this date)

10. Tick if Field is visible (field will be hidden regardless of start and/or end date.

12. Tick if Candidate (aka applicant) and/or employer can Edit Field

13. (optional) Save to Add Files / Add Files (can be used to upload files for the user to access when viewing the form, and can be using in conjunction with any of the field types)

14. Click 'Save'.

To change the position of a field:

1. Go to My Centre / Custom Fields

2. Select the field from the table

3. Edit the Field Order number (if two fields have the same number then they will be displayed in alphabetical order)

4. Click 'Save'.