Form Settings

  1. The General Tab will open automatically after you’ve clicked to add a form. This is where you will define the Form Title which is a mandatory field.
  2. Additional settings are available within the General tab.
    • Details is where you can give a description of the form, name the Contributor (the administrator that is creating the content), and apply a Category.
    • Tags allows you to add tags to your content so that you may easily find content associated with a particular tag. Tags can also aid in your department's curriculum mapping.

      Categories and Tags can be used for searching and organizing content in the course. For example, you could create a Category named “Chapter One” with the tags “heart” and “brain”. This would allow filtering on all content from “Chapter One” or filtering on all content across all chapters related to the “heart” or the “brain.”

    • Location Information could provide students with the location details of the Form.
    • Calendar Settings allows you to publish the date/time that the Form will be displayed on the Content Calendar and the What’s New list. Duration sets how long the event will be visible on the Calendar. 

      This does not affect the actual availability of the form. Availability settings must be set from the Availability Tab.

  3. The form will automatically be published in Draft mode, which means it is in the design phase and unavailable for users to submit. This allows you to modify the form before releasing it. On the Availability Tab you have the ability to change your availability options:
    1. Draft – The form is in design phase and unavailable for users to view.
    2. Released – The form is available to users, subject to availability restrictions.
    3. Closed – Users can no longer submit to the form. The form will remain visible to users, but they will not be able to enter it.
  4. The Availability Tab also allows you to set a Released date, Due date and Expiration date, the Access level, submissions limit, defining a password, and whether or not to display the form in Content.
    • Selecting a Released date sets the date/time that the form becomes available to submit by users.
    • The Due date is the last possible date/time that users may begin filling out the form.
    • The Expiration date sets a date/time in which the form must be completed and submitted. Once a form expires it will no longer be available or visible to users. Also, any user currently filling out the form will be automatically removed from the form and will be unable to re-enter or submit it after that date/time.
    • Access Level determines what type of form you are creating. There are three types of forms; Public, Protected, and Course.
      1. Public forms are available to anyone and can be accessed either from within the SOLE course or by following a link that is automatically generated once a public form is created.
      2. Protected forms can be accessed either from within the SOLE course or by following a link that is automatically generated once a protected form is created. They differ from a public form in that the user must have a SOLE account and be logged in to their SOLE account to submit to the form. However, they are not required to be a user within the form’s SOLE Course.
      3. Course forms can only be taken by SOLE users that have access to the form’s SOLE course.
    • You can also set up a Form Password that must be entered to gain access.
    • If you want to show the form in Content you must first submit the form creation then return and edit the form. The Show in Course/Site Content checkbox will now be located on the Availability Tab. Click the checkbox to create a content item in Content for the form.

      This is not available during the creation of the form and will only become available if you edit an existing form. You can also create the form from within Content.

  5. All students have access to a Course Form unless restrictions are made. The Access Control Tab can be used to set restrictions based on your user list and preset roles. To enable restrictions, select any of the three Add Restrictions buttons within this tab.
    • Add User Restrictions - click this button to display the User List and Add/Remove specific users to/from the access list.
    • Add Small Group Restrictions - click this button to display the Small Groups List and Add/Remove Small Groups you have created to/from the access list.
    • Add Role Restrictions - click this button to display the Role list and Add/Remove Roles to/from the access list.
  6. The Dependent Release Tab allows you to release a Course Form based upon the completion of set criteria. For example, you can set the form to be released once a user has scored at least an 80% on an exam or submitted a particular assignment.
  7. Advanced Settings include the options to email the results and enter custom CSS. Check the Email Results check box in order to add Email Recipients in which to send the results. Custom CSS can be used to customize the look of your form.  You may also customize a Header and Footer that will display on your form.