From the District Admin Dashboard, you can view or edit any of your Process Models. You will need the admin permission of “Manage System Customization” to add a custom field. 

Click “Manage Custom Process Models.” This will show you all of your Process Models. 

Next to each process, click “∙∙∙ > edit” to modify your custom fields. 

A Process Model pop-up will appear to notify you that only one user can edit at a time. Click “Confirm.” 

Once you open the Process Model you wish to modify, view the Process Steps on the left-hand side. This will list each section of the Process Model. You can edit each section by clicking “Add Custom Fields” or “Add Section.” 

Add Custom Fields

When Adding Custom Fields, select any of the features and drag and drop into the blank white space where it states: “Drag and Drop Form Component.” 

Once the feature is dropped into the white space, it will prompt you to edit the component. Once you have created or edited the component, click “Save.”

Basic:

Basic Components allow you to uniquely build and customize your Process Models.

Content: Allows you to input text.

Text Fields: Create a field to input text content. 

Text Area: Create a field to input paragraph content. 

Number: Create a field to input numerical content.

Checkbox: Create a checkbox for users to select a single item.

Email: Create a field to input email addresses. 

Phone Number: Create a field to input phone numbers.

Date/Time: Create a field to input the date/time.

Date: Create a field to input the date.

Time: Create a field to input the time. 

Select Boxes: Create checkboxes to select one option from the list.

Open Select Boxes: Create checkboxes where you can select multiple options from the list. 

Select: Create a dropdown list to select from. 

Radio: Create a selection of options to choose from. 

Tags: Allows users to input one or more tags, as identified by districts in the ‘manage tags’ sections of the admin menu. Tags are used for tacking themes that may run across cases and team. 

Pre-defined Components:

Pre-defined components allow you to input specific data to better understand the demographic of the users. 

Address

Race

Ethnicity

Individual Education Program

Section 504

Related Cases

Target

Person Completing Form

Layout:

Layout features allow you to customize your process models. 

Columns

Field Set

Table