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How to Edit Fields on a Form as a Business Unit Manager in Assurance
As a Business Unit Manager, you can perform the following functions in the Fields tab of Registers and Forms:
1) Add fields that already exist in the Fields Library to your Forms/Registers
- Go to the Register/Form
- Select the Fields tab
- Select the + New Field button
- Start typing in the 'Type to search for a field' section
- Select 'Add'
Note: These fields can be used by other companies/schools/organisations who share your site. Due to this, existing fields cannot be edited.
If there is a field you require that does not appear in the library, please get in touch with the Service Desk.
- When we create the field, it may be necessary to add your company/school/organisation name in front of the field for Single or Multi-select questions in particular, where answers on the field may be locations or departments for example, that are only used by your company/school. That way, anyone who searches in the field library won't use that field as they can clearly see who is using it.
A Business Unit Manager can also do the following:
Deactivate or Remove fields