If your Form has not yet been assigned, you are able to press the 'Edit' button to make amendments to your form. Engage does not allow you to edit forms that have already been assigned to employees. This is to keep the data integrity for any previously recorded answers. 

If you want to edit an assigned form, it is recommended that you 'Copy' the form required, change the name of the form (EG: V2), make your changes on the new copied version, and then assign to the relevant employees. 

Once you have done that, we then recommend making your old form Inactive to prevent employees completing the old form. You will still be able to access reporting from your Inactive form. 

Please ensure you check 'Show Inactive Forms' to display them in the listing screen. 

You may come across a situation where you need to Edit an employee's completed form for instances such as spelling mistakes. Please note, only those with Forms: Manage, or Admin: Companies authority have the ability to make amendments to completed forms. 

If you click 'View' on the completed form, you can then go to the Change Log and click on 'Edit Form' :

Note that any amendments made to the form will be captured in the Change Log. 

If you have any other queries regarding Editing Forms or any other areas of Engage, please contact support@engagesolutions.co.nz and we will get back to you as soon as we can.