Online References - Customise Referee Form

Important to Note:

Data Storage Requirements i. Items/questions cannot be deleted once they have been answered by a reference (as this would change the question on all previous reference forms). To be ‘removed’ from reference form question must be changed to ‘Optional’ and ‘Hide’.

How to access the reference form

Masters>Main Masters>Customise Referee’s Page

Updating Reference forms

Select the industry.

2. Rename the form if you would like.

3. Decide to hide or show the options

4. Add Control - Drag and Drop the type of questions within the form.

Heading
Textbox
Dropdown
Checkbox

5. Then after all questions are entered then you can preview the form to check and save the details.