Making a Form Template Private

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There are certain forms that are sensitive in nature (Record of Enforcement & Disciplinary Action, Incident Report, etc) and should not be visible to all Supervisors in the company.

Watch Step by Step Directions

Step by Step Directions to Make a Form Template Private

  1. Click on “Forms” in the main menu
  2. Click on “My Form Templates”
  3. Search for a specific form that you want to make private.
  4. Click on the name of the form to edit it

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Once you have the form opened that you want to edit you need to:

  1. Click on the toggle “Set Template As Private” so that the word “On” is green
  2. Click on Save and you are done

Going forward, all instances of this form that are created will be “private” and have limited visibility.[divider size=”10px”]

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