Internal use only tab

This tab allows you to custom-add the following field types to a staff profile for internal use and viewing only:

The data added to this tab cannot be seen by staff.

To add custom fields to this tab:

• Go to Settings > Staff options > "Internal use only" tab form builder
• To start you must add a form block that will contain your question set.
  • Click the + Block button
    
  • Give the question block a Title and press OK
    
  • You will now have a question block added to the page
    
  • The following buttons allow you to manage this block
    
    • From left to right:
      • Add questions into the block
      • Move the block up
      • Move the block down
      • Change the block between active and inactive
      • Edit the block title
      • Remove the block
• To add questions to the block click the + button
  
  • Here you can add
    • Single-line text field and Multiple line text
      • Click to add to see the following dialogue:
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
    • Dropdown (single choice), Radio buttons (single choice) and Checkboxes (multiple choice)
      • Click to add to see the following dialogue: 
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
        • Options
          • Add the options to go to the dropdown using the + button
          • Hide/show each option to keep the data using the eye button
          • Delete the option and delete the data using the cross-button
    • Date
      • Click to add to see the following dialogue
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
        • Send notification 4 weeks before the date
          • To enable a notification to be sent 4 weeks prior to the date added to this field
          • This is useful if you are using this as an expiry date for a certification or qualification, or even as a general reminder
        • Send notification to
          • Add the email address to send this notification to
        • Show on the dashboard
          • Show this date field on the dashed 4 weeks prior to the date added
    • Text
      • Click to add to see the following dialogue
        
    • Vimeo video
      • Click to add to see the following dialogue
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
    • File upload
      • Click to add to see the following dialogue
        
        • Title *
          • Title of the question
          • This is mandatory
        • Mandatory
          • To ensure that when the internal use-only page is saved this field is added
        • Hidden
          • To hide if no longer required but you don't want to delete the data that has been added
        • Show in user search
          • To make this searchable via the staff search
      • This vimeo field will allow you to add the embed code from Vimeo to display and place those videos on the internal use only tab 
  •  Upon completion, you will see a set of custom questions similar to this
    
    • To manage these questions
      • Click and hold to drag and drop into the correct order
      • Each question has an edit and delete button
  • Press Submit to save your form
  • The view and use this form go to Staff profile > Internal > Internal use only
    
  • Your internal use only will ready to use
    
• You can also use these fields in the Profile cards.