Create Dual Editor Document

Create Dual Editor Document


A dual editor document is a document that can be edited by more than one person. It can also facilitate the views of both the evaluator and evaluatee in one form. Dual Editor forms need to be created as such before they can be used. Therefore, a form can be created as before in the traditional one sided form or as a dual editor form depending on the use case.


Creating a Dual Editor Form

Creating a dual Editor form is done the same way as creating a standard form. There are just a few added functionalities that need to be addressed. The following instructions are based on creating a new form from scratch but the functionality can be added to an existing form.

Initial Steps

  1. Login as an Administrator

  2. Hover Over More

  3. Click Admin

  1. Click Manage Forms

  1. Click + Add Form

Dual Editor Functionality

The following steps are what makes the dual editor form different in creation. The Question Groups can now be assigned to a specific user type. The two user types are Editor (ie. administration, evaluator) and the Evaluatee (ie. staff, teachers).

  1. Click the question group (light blue bar)

  2. Select Edit Roles

  1. Repeat for all question groups (light blue bar, except Finalize Document)

Notification Tool

If the form is going to be used in a workflow scenario we suggest adding the Notification tool to the form. The Notification tool is a checkbox that sends a notification message stating that the document is ready for the next step in the workflow. A notification can be added to the end of each question group or at the end of multiple question groups. 

  1. Drag and drop Notification from the questions tab to the form

  1. Click on the Notification (green bar)

  2. Choose a recipient from the properties tab (Editor, Evaluatee or Reviewer)

  1. Repeat for all Notifications that have been added to the form.

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