Configuring a form

The Configure page is where you decide which questions a form asks. Reach it from the Configure Form button on the School Form Specification view.

Configuring means composing, not writing

On this page you choose which questions the form asks and in what order. The wording of a question, its answer type and its options are edited on the Question banks page instead, and a question that is in use on a form is locked there so it cannot be changed underneath you.

So the usual order of work is: write the question in a bank, then come here and add it to the form.

The subject groups

The form’s questions are grouped by who they are about, and each group carries a count of the questions in it:

Group	What it covers
School	Questions about the school itself
Head teacher	Questions about the head teacher
Class teacher	Questions about the teacher being observed
Observation	The lesson observation questions
Pupil	The questions asked for a pupil assessment

These groups are the same divisions the monitor works through on the tablet during a visit. A question’s group comes from its subject, which is why a question with the wrong subject appears at the wrong moment in the field.

Only groups that already hold questions get a tab; a brand-new form with nothing on it at all reads “No questions on this form yet.”

Adding a question

Add question offers the questions available for that subject, drawn from your question banks and excluding the ones already on the form. If there is nothing left to add, the page says “No more questions available for this subject.”

Questions come from your banks, so if the one you need is not listed, add it to a bank first. See Question banks.

Arranging and removing

Each question in a group has three controls:

• Move up and Move down: change the order the questions are asked in.
• Remove from form: takes the question off this form.

Removing a question from a form does not delete it. It stays in its bank and on any other form that uses it, and the answers already collected with it are kept.

Order is what the monitor sees

The order here is the order on the tablet. Moving a question changes the flow of every future visit made with this form, so it is worth checking the sequence reads naturally before you leave the page.

What is managed elsewhere

The old dashboard put several form-level actions on this page: renaming the form, deleting it, duplicating it, copying it to another country, and printing it. In the new dashboard those live where the form itself does:

Action	Where it is now
Rename or delete the form	The form specification list, under Monitoring forms in the country settings
Print the form	The Print button on the School Form Specification view
Add the form to every project	Add to all country projects, also on the specification view
Assign teachers to the form	The Assigned Teachers card, see Assigning teachers to forms

This page is now only about the questions, which is why it opens straight into them.

Required questions

Some questions carry a Required badge here: they have to be answered before the monitor can finish that part of the visit. The flag comes with the question (it is part of the original question set) and is not editable from the dashboard.

Next: Monitoring questions