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Important to Note:

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Data Storage Requirements i. Items/questions cannot be deleted once they have been answered by a reference (as this would change the question on all previous reference forms). To be ‘removed’ from reference form question must be changed to ‘Optional’ and ‘Hide’.

Pathway>Masters>Main Masters>Customise Referee Form

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How to access the reference form

  1. Masters

  2. Main Master

  3. Customise Referee’s Page

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Updating Reference forms

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  1. Select the industry

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  2. Rename the form if you would like

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  3. Decide to hide or show the options

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  4. Add Control - Drag and Drop the type of questions within the form

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    1. Heading

    2. Textbox

    3. Dropdown

    4. Checkbox

  5. Then after all questions are entered then you can preview the form to check and save the details

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