Customize the built-in questions on the "Basic Info" page of the Staff application.
- The Basic Info page comes with built-in questions.
- You cannot edit the wording of these questions.
- You can control whether or not each question appears on the Basic Info page; whether they're mandatory; and the order they appear in.
- You can also add your own custom questions, but not from this tab. To add custom questions, go to Step 2 of the Staff Setup Wizard, click to add a new question, and select "Yes" for "Show on basic information step?"
Access the Basic Info page settings from the "Application: Basic Info" tab within the Staff tab of your database Admin settings.
From this tab, you may:
Enable/Disable an Entire Question Section
Control whether an entire section of question appears on the Basic Info page using the "Active?" setting. When set to No, the section will not actively appear on the Basic Info page.
Double click the current Yes or No setting under the Active? column and change it accordingly. Click OK to save.
Rearrange Question Sections
Control the order the question sections appear in by rearranging them.
Click the rearrange icon and then drag & drop to change the section order.
Manage Specific Questions
Double click the 3 dots to expand a section and view the questions therein.
Enable/Disable a Question
Double click the current Yes or No setting under the Active? column and change it accordingly. When set to No, the question will not actively appear on the Basic Info page. Click OK to save.
Toggle whether the Question Mandatory
Double click the current Yes or No setting under the Mandatory? column and change it accordingly. Click OK to save.
Rearrange Questions
Click the rearrange icon and then drag & drop to change the order questions appear in.
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