Removing Observation Forms and Meeting Types

When you need to remove an Observation Form or Meeting Type from your site, first consider if you'd still like the touchpoint to show on your reports or if you'd like to completely remove that touchpoint from your site.

Table of Contents

• Archiving an Observation (not shown in reports)
• Hiding an Observation (shown in reports)
• Archiving a Meeting Type (not shown in reports)
• Hiding a Meeting Type (shown in reports)

Archiving an Observation (not shown in reports)

Click Config > Forms

Use the Trash icons to archive any forms you'd like to remove from the site

Don't worry -- you can always show archived rubrics and restore if you need them again!

 

Hiding an Observation (shown in reports)

Sometimes you just want to stop the use of a specific observation form while keeping the record of its data. Hide the observation to keep observees from being able to complete the observation form in the future. To hide an observation, start by clicking Config > Forms

Click on the Form Settings for the form you'd like to hide

Scroll to the Menu Settings section and toggle on Hide on menus

You can alternatively hide the observation form from specific schools or roles depending on your use case.

Archiving a Meeting Type (not shown in reports)

Click Config > Meeting Types

Use the Trash icons to archive any Meeting Types you'd like to remove from the site

Same as before -- you can always show archived Meeting Types and restore if you need them again.

Hiding a Meeting Type (shown in reports)

Click Config > Meeting Types

Click on the Meeting Type Settings for the form you'd like to hide

Scroll to the Visibility Settings section and toggle on Hide on menus