Content Customisation - Screen Forms

Platform: Risk Assessment

Applies to: Super Admin and Company Admin Users

About Screen Forms

Screen Forms allow Super Admin and Company Admin users to customise their data entry forms within the platform, tailoring them to their specific needs and workflows. This feature enables users to add, remove, or modify fields to capture relevant information.

Screen forms are an optional add-on available for purchase. Contact [e-mail] for more details.

Screen forms allows the customisation of:

• Assessment Context
• Assessment Unit Context
• Risk Analysis
• Controls Assessment
• Control Details

View Screen Forms

To view all screen forms:

1. Open the App Setup menu
2. Select screen forms
   

The main components on the header of this page are:

• Global Tab - lists out-of-the-box screen forms:
  
  • Global Assessment Context
  • Global Assessment Unit Context
  • Global Control Assessment
  • Global Control Details
  • Global Risk Analysis
• Company Tab - lists screen forms maintained by the company admin for the company and are only available to that company.
  
• Search - enter search text
• New Screen Form - create a new screen form

The main components of the table are:

• Name - Unique name of the screen form
• Description - (optional) Brief overview of the screen form’s purpose or intended use.
• Default - A tick in this column indicates that the screen form is set as the default screen.
  To learn how to set the default screen, see Assigning a Default Screen Form
  
• Type - The type of screen, e.g. Control Details, Assessment Context, etc.
• Status - In Progress, Published or Archived
• Start Date - Date created
• Publish Date - Date published
• Actions column - Use the Actions button () to open the menu:
  
  • Screen Form Details - Edit the name or description of the screen form
    
  • Delete Screen Form - Delete the screen form. Available when the screen form is In Progress or Published with no dependent assets.
  • Archive Screen Form - Archive the screen form. Available when the screen form is Published and has dependent assets.
  • Audit Trail - Displays the audit of actions such as status, name, and description changes.
• Filter - Use the table's filter () options to filter your results.

Depending on the status of the screen form and its dependencies, these functions are available:

• Update - Use the Resume button () to edit a screen form with the "In Progress" status.
• Publish - Use the Publish button () to publish a screen form.
• View - Use the View button () to view details of a screen form with the status "Published".
  Note: Only the Description and Name can be edited in Published screen forms.
• Unpublish - Use the Unpublish button () to unpublish a screen form and make changes.
  Note: This function is only available for published screen forms that haven't been used.
  

Create a New Screen Form

1. Press the New Screen Form button.
2. Enter a unique name for the new screen form (required) and a description (optional)
3. In the Type drop-down, select the type of screen form:
   • Assessment Context
   • Assessment Unit Context
   • Risk Analysis
   • Controls Assessment
   • Control Details
4. In the Start From drop-down, select either:
   • • New - Start with a blank screen form
       or
     • Existing Screen Form - Start with an existing screen form (recommended)
       Note: Only screen forms of the same type are listed. Use the Show Archived checkbox to include archived screen forms.
   • Press Create.

Configuring the Screen Form

The new screen form is created.

At the center of the page, you’ll see the form layout, where you can add and modify the components of the form. Depending on the type of screen form you are building, some fields may appear greyed out or undeletable - this is intentional. These fields are mandatory and essential for the specific type of form you are creating, ensuring the screen form functions correctly.

Note: The example below starts from 'Global Control Details' for Control Details.

The components you can add to your form are:

• Header (Title) – A main heading.
• Sub Header – A secondary heading.
• Paragraph – A block of text used to provide instructions, explanations, or additional information.
• Text Field – A single-line input field for short text responses.
• Text Area – A multi-line input field for longer text entries, such as descriptions or comments.
• Number Field – A field designed for numerical input; ensures only numbers are entered.
• Single-Select Dropdown – A dropdown menu for selecting a single option from a predefined or custom list.
• Multi-Select Dropdown – A dropdown menu for selecting multiple options from a predefined or custom list.
• Date Field – A field for entering a date.
• Table – A table for capturing and organizing data with configurable columns and rows.
• Separator – A visual divider used to break up sections within the form.

To customise your screen form, drag and drop the desired components from the available options onto the form. While unpublished, you can rearrange the components by dragging them to a different position within the form, and customise their properties allowing you to structure the form according to your specific needs.

Component Settings

To configure a component, select it once applied to the form, and the Properties Menu will appear on the right. Here, you can:

• Label - Assign a name to the component.
• Hide in Report - Hides component from the end report.
• Tooltip - Provide guidance for the end-user on what information is expected.
• Text - (only in Paragraph component) For the editor to enter setup details or for the end-user to provide additional information.
  
• Sub Heading Label - (only in Text Areas, Table) When applied, the label will appear as a subheading in the final report.
• Minimum Value - (only in Number Field) The lowest permissible value that can be entered in the number field.
• Maximum Value - (only in Number Field) The highest permissible value that can be entered in the number field.
• Suffix - (only in Number Field) A label or unit that is displayed after the number entered in the field, such as "%", "days", or "USD". 
• Dropdown List - (only in Single-Select Dropdown and Multi-Select Dropdown) Choose from a predefined or customised list for end-users to select from.
• Half Width - (only in Paragraphs, Text Fields, Text Areas, Number Fields, Single and Multi-Select dropdowns) Splits the field into half the width, allowing one additional field to be placed next to it.
• Full Width (only in Paragraphs, Text Fields, Text Areas, Number Fields, Single and Multi-Select dropdowns) Displays the component across the entire width of the form.
• Required Field - Tick the checkbox to make the field mandatory for end-users.
• Table - Add or remove columns, enter text, and customise the table for end-users to input their data.
  • Allow add/delete columns: Allow end-users to add and delete columns.
  • Allow add/delete rows: Allow end-users to add and delete columns.

To delete a component, select it and click the Delete button in the Properties panel.

Once all changes are complete, click Publish.

Selecting Screens for the Assessment

Note: Only screen forms that have been published will appear.

Once published, users can view and select the screen forms in assessments and assessment units. Expand the screen forms section when editing or creating assessments or assessment units. Screen forms created by the company are marked with a (§) symbol at the end of their names, indicating custom content.

Screen forms for control details must be assigned as the default screen form to be applied.

Assigning a Default Screen Form

Note: Only screen forms that have been published can be assigned.

To apply your customised screen form, navigate to Settings > Company Settings.

This feature is located in Company Settings because any changes made here apply at the company level, ensuring that all end-users within your organisation will automatically use the assigned screen form.

Scroll down to Screen Configuration and locate the screen type you want to update. Next to it, use the dropdown menu to select your preferred screen form.

Your selected screen form will now be applied to all future screens and any existing in-progress screens.