myTIPreport comes with a set of default evaluation channels and forms for each specialty. These provide a great jumping off point to allow programs to get up and running quickly. That said, not all programs have the same data gathering requirements. This is why we provide you with the ability to customize them to fit your methods, processes, and culture.
To edit forms or the questions on forms, start by logging into the website as an administrator and clicking on the admin option in the left-hand menu. From there, click Evaluation Channels and Forms under Evaluation Customization. Then select the channel you'd like to modify.
When viewing the configuration for a channel, it will generally look like this:
When modifying questions, there are two places where a question can live: On the Template or on a specific Form. The evaluation template is listed at the top of the view above. All of the questions that appear on the template will be present in all of the forms. To manage questions on the template, click the blue customize button to the right of the template name.
The individual forms (in this case the list of procedures) shows up below the template. Any question that is present in a form will only show up for that given form. To modify the questions in a specific form, click on the name of the form.
Regardless of if you're adding a question to the template or form, the process is the same. Start by clicking customize on the template and adding a question there. Once the page opens, you'll see that the form looks very similar to how it will look when someone interacts with it on the web. There are two differences:
Start by adding a question. When you click the big button at the bottom, you'll see the question editing form open.
Start by selecting the type of question you'd like to add. For a full list of question types and their descriptions, see our List of Question Types help page. We'll select "Short Text Response". Upon doing that, we'll be presented with a form for configuring our Short Text Response question:
We'll enter in the question we'd like to ask in the "Question Text" field. After that, we'll take a look at the General Settings. These are settings that are common to most questions. We'll mark this question such that only Faculty can answer it and we'll also mark it required:
Once we click "Done", we'll see the question added to the bottom of the form. At this point, this change has not been saved. The template has changes pending and you can choose to continue making changes or save the form.
To save changes, click the blue "Save Changes" button at the bottom of the screen. As soon as you hit that button, the edits you made will be live for all your users - immediately in the web, and next time the app is launched on the phone. You can restart the myTIPreport app or log out and log back in to see the changes immediately.
To remove a question, simply hover over the question you'd like to remove and click the "Archive" button:
When a question is archived, the data that has been submitted for that question is not lost. When viewing previously completed evaluations, the question and it's answer will still be present.
If you'd like to add back a question you've previously removed, see the "Archived Questions" section at the bottom of the page. Click the expand button to see the archived questions and click the "Enable" button to reactivate it.
To edit a question, simply hover over the question you'd like to edit and click the "Edit" button:
This will open the edit experience. This will feel very similar to the add question experience. Update the fields that you'd like to change and click "Done". Note, not all elements of all questions are modifiable. If you'd like to change something that doesn't have a configuration option, please send us a request at firstname.lastname@example.org.
To move a question, simply hover over the question you'd like to move and click and hold the "Move" button:
At this point you can drag and drop the question where you'd like it to go. If you're modifying questions on a form (not the template) it may be useful to click the "show template questions" button:
This will allow you to see the questions from the template overlaid with the questions from the form itself. Doing this will allow you to control where a question appears with respect to the questions on the template (the template questions will appear greyed out and will not be editable or movable).