SUMMARY:
EmpowOR provides standard forms for collecting participant, household, and program data, with the option for admins to create custom fields and forms.
Creating Custom Fields:
- Navigate to ADMIN > MANAGE CUSTOM FORMS & FIELDS > MANAGE CUSTOM FIELDS.
- Click ADD NEW FIELD:
- Field Name: Single word, not visible to the end user.
- Label: Visible field name.
- Field Type: Select from a list.
- Click SAVE.
Adding List Items (for Dropdown Fields):
- Go to ADMIN > MANAGE CUSTOM FORMS & FIELDS > CUSTOM FIELDS MANAGED LISTS.
- Select the new field.
- Click ADD NEW ITEM and enter the dropdown options.
Creating a Custom Form:
- Navigate to ADMIN > MANAGE CUSTOM FORMS & FIELDS > MANAGE CUSTOM FORMS.
- Click ADD NEW FORM, name it, and select a form type.
Assigning a Custom Form to a Program Type or Work Template:
- For Custom Enrollment Forms:
- Go to ADMIN > PROGRAM INFO > PROGRAM TYPE.
- Select a program, then under BASIC INFO, choose ENROLLMENT FORM TYPE > CUSTOM.
- Select the custom form and SAVE.
- For Participant Basic Info Questions:
- Go to ADMIN > WORK TEMPLATE.
- Select and open a work template, then under Participant Basic Info, add Custom Fields.
- For Program Supplemental Forms:
Used for reporting and funder requirements. Assign under the relevant program.