Create Form Templates

All forms and form templates are supported by CBE. Below are examples of form templates you can create.

Add a Supervisor Form Template

  1. Open the Admin drop-down on the top menu and click Assessment & Evaluation.

  2. Click the Form Templates tab.

  3. Click the Add Form Template button.

  4. Input the following:

    • Form Title (required)

    • Form Type: Supervisor Form

    • Program (required): [select course name]

  5. Click the Add Form button to create the form.

  6. The creation of the form template will show you the Edit Form Template page.

  7. Scroll down to Template Components.

  8. Choose the Course Objective(s) from the list you want to include in the assessment.

  9. If you want to remove a Course Objective(s), click the drop-down above the list to deselect.

  10. Click the Save and Next button to continue to the Contextual Variables.

  11. To associate Contextual Variables with Course Objectives:

    • Deselect a Course Objective(s) to create a new list below.

    • Select the corresponding Contextual Variables beside each list.

  12. Click the Save and Next button to continue to the Milestone Scale Selector.

  13. Click the Select Scale drop-down on the Milestone Scale Selector to select the desired scale.

  14. You can click the Comment drop-down to enable or disable comments.

  15. You can select the desired responses from the Responses list.

  16. Click the Select Scale drop-down on the Global Rating Scale Selector to select the desired scale.

  17. You can click the Comment drop-down to enable or disable comments.

  18. You can select the desired responses from the Responses list.

  19. Click the Publish button to complete the form template.

Add a Smart Tag Form Template

  1. Open the Admin drop-down on the top menu and click Assessment & Evaluation.

  2. Click the Form Templates tab.

  3. Click the Add Form Template button.

  4. Input the following:

    • Form Title (required)

    • Form Type: Smart Tag Form

    • Program (required): [select course name]

  5. Click the Add Form button to create the form.

  6. The creation of the form template will show you the Edit Form Template page.

  7. Scroll down to Template Components.

  8. In the Template Components, under the Associated Objectives to display on form drop-down, select the desired tag set objective.

Note: The tag set options of Allow tag set to be shown on a smart tag form and Allow tag set to be added to form templates must be selected in the Curriculum Framework Builder.

8. Click the Save and Next button to continue.

9. Select the desired Contextual Variables in the list of Contextual Variables.

10. Click the Save and Next button to continue.

11. Complete the remaining sections of the form as outlined in Add a Supervisor Form Template.

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