Personnel Budgeting - Edit the Personnel Request Form

This article is written for Editors developing their Personnel Budget and preparing to accept New Position Requests. 

Below, you will learn about:

• Editing the New Position form

Note: You can click on any image below to zoom in. 

Editing the New Position Form 

1. Signed in under Editor-level permissions, navigate to the Request Manager tab of the appropriate personnel budget.
2. Select the sub-tab called Forms
3. Click Edit within the New Position Request block
4. Use the arrow icons to re-arrange the panels and toggle on Mandatory to require a response before submission.
5. Add a new panel to capture different information. 

Adding a New Panel 

To add a new Panel, simply select the + Add Form Panel located at the bottom of the form. 

Choose a Panel Template: Extended form or Drop-Down Selector. The Extended Form option allows for the Requester to respond in a text box. The Drop-Down Selector option allows you to create multiple choice options and re-name them.

 The image below shows both types of newly created panels. 

Note: Be sure to re-name the new panels, add descriptions, and edit the choice options.