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Change the words on forms

Rename a box on the forms your team fills in, add a line of help, hide a box you do not use, or put the original back.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

Only managers and admins can change form wording. Anyone else is told a manager or admin role is needed.

Steps

  1. Open Form wording. The wording is grouped by form.
  2. Find the box you want to change. A short description says where it appears.
  3. Type your own words in the label box. It shows the product's wording as a hint.
  4. Add A line of help under it (optional) if people need guidance.
  5. Tick Hide this box on the form if you do not use it. Only some boxes can be hidden.
  6. Press Save. To go back, press Put back the product's wording.

If it goes wrong

  • If a message says the wording could not be loaded, reload the page. Nothing has changed.
  • If a save fails, the message under the box says why. Shorten the text if it is over the limit.
  • A change shows straight away for everyone. If it reads badly, put the product's wording back.

What changes

A change shows on the website straight away for everyone in your organisation. It is recorded with who made it and when. The phone app picks up the same wording in a later update.

Label and help line

The label is the name of the box. The help line sits under it and is optional. The label can be up to 60 characters and the help line up to 300. You cannot type past the limit. Leave a box blank to keep the product's own wording.

Hiding a box

A box with a tick for hiding can be taken off the form. Use it only for boxes your team never needs. If a box is required by law or by a rule, it cannot be hidden, so it has no tick.

Putting wording back

A box with your own wording, help line or hide setting shows Put back the product's wording. It clears your changes for that box only. Other boxes are left as they are.

Where it applies

These are the words on forms your team fills in. At the moment the list covers the session plan form, including its prep notes box. More boxes are added over time. It is not the place for questionnaires sent to families. For those, edit the form itself in Questionnaires.

How it links together

Where your wording showsYour wording replaces the product's on the forms it covers.
  1. EditLabel or help
  2. SaveRecorded with your name
  3. WebsiteChanges at once
  4. Phone appLater update

The change applies to everyone in your organisation, on the screens that use that box. Each change is recorded with who made it and when. Putting the product's wording back removes your change for that box only.

Questions people ask

Who sees my wording?

Everyone in your organisation, straight away. Other organisations are not affected.

Can I undo a change?

Yes. Press Put back the product's wording on the box. It returns to the original.

Why can't I hide a box?

Only some boxes can be hidden. A box without the tick is needed and stays on the form.

Is a change recorded?

Yes. It is recorded with who made it and when.

Does it change the phone app?

Yes, in a later update. The website changes straight away.

How do I change the words on a questionnaire sent to families?

Edit that form in the Questionnaires editor. This page is for team forms.