The report form builder is a cornerstone of the Confide platform, empowering organizations to create structured data collection processes that are essential for effective case management.

Creating Forms

Each Channel allows for unique customization of its corresponding Report Form that is accessible to employees through the Home Page.

Customize your Report Form: On the left-hand sidebar of the Confide platform, click the arrow next to Workflow Settings. Click the second tab, Report Form.

Report Form Modification

Report Forms of each Channel share settings even across report types.

Enter Editing Mode. Click the slider icon labeled Form Settings to the right of Report Form Modification. That will open a window with four manageable settings.
Draft Introduction. Click the first tab from the left. Add an introduction that appears at the top of the report form to provide guidance to reporters.
- Type text into the Introduction window.
- Format text headers and text stylization or insert bullet points and hyperlinks as needed
Out of Scope. Click the second tab from the left. Set up a custom notification to inform the reporter that this report type falls outside the scope of this program.
- Type text into the Out of Scope window.
- Toggle Enable Notification Message.
Workflow Settings. Click the third tab from the left. Select available workflow settings.
- Toggling Allow Scheduled Reports will allow users to schedule a meeting with a case manager.
- Toggling Allow Voice Reports will allow users to record and submit voice messages for convenient reporting. This is recommended for reports that may require delicate internal handling and reporters have the option to toggle a Voice Distorter to protect their anonymity.
- Toggling Reporter can close report will give the Reporter the ability to close the report, something that can only typically be done by a the Case Manager. May be used for Workflows that can be resolved from the Reporter’s end.
- Toggling Allow reporters to edit submitted reports will give the Reporter the ability to make changes to reports already sent into the system.
Success Message. Click the fourth tab from the left. Set up a custom message to confirm report submission.
- Type text into the Success Message window.
Confirm Input. Click Save at the lower right corner to reflect changes or click outside of the window to close it. Be warned that closing the window without Saving will make you lose your progress.

Sidebar Preview

Click the four cornered icon to the rightmost of Sidebar Preview in order to open a view of what the layout of the fields on your form will look like. Fields are not interactable in this mode.

Field Management

Customize your report forms by adding various field types to collect specific information from reporters.

Set Field Labels.
- Field Labels are what the name of the field will appear as when viewed in the form.
- When a new Field Type is added, there will be a small text box where you may input the label.
Provide Context.
- At the lower left corner of every field is a circular information icon. Clicking it will open up a second small text box under the one for the Field Label.

- This is used to Add help text information for this field, and will appear to the Reporter when hovering over the circular information icon to the right of the Field Label.
Choose Field Types.
- There are several Field Types to be found on a form.
- Three Field Types (Report Type, Country, Description) are required and built into every form.
- Custom Fields have the option to be made Mandatory via toggle.
Reorder Fields.
- Click and hold the "six dots" (⋮⋮) next to a field.
- Drag and drop the field to its desired position

Mandatory Fields Types

Report Type Field

Report types are one of the required Field Types fundamental to the Confide platform, driving data utilization in templates, dashboards, and analytics.

Adding New Report Types

Click "Add Report Type" at the lower left of the Report Type Field.
Enter the new report type in the text box.
Click the green checkmark to save or the red x-mark to cancel.

Removing Default Report Types

Locate Report Type. Scroll the report types until you find the desired report type.

Access Actions: Click the "..." under the "Actions" column.
Choose Action.
- Clicking "Turn Off" will disable the report type and its status will change from Active to Inactive. This means it will no longer appear in the dropdown list of the Report Type field in the form.

- Clicking "Remove" permanently deletes the report type. This cannot be undone.

Setting as Out of Scope

Locate Report Type. Scroll the report types until you find the desired report type.

Access Actions: Click the "..." under the "Actions" column.
Choose Action.
- Clicking "Set as Out of Scope" will trigger the Out of Scope message drafted in Form Settings to appear when the chosen Report Type is selected in the form.

Configuring Routing (Auto-Assignment)

Automatically direct specific report types to designated individuals or departments for efficient and targeted handling:

Locate Report Type. Scroll the report types until you find the desired report type.
Toggle "Auto-Assignment" to activate auto-assignment. This will cause two new columns to appear for "Department" and "User".
Select Recipient(s). Choose a department, user, or both by selecting from the dropdown lists. This ensures that the chosen Report Type will automatically route to the pertinent stakeholders.

Country Field

Country is one of the required Field Types and is equipped with a full drop down list featuring all countries.

In the event that a company does not have international branches, the Hide country field at the lower left can be toggled so that it will not appear in the form.

Additional Custom Field Formats

Add Field. Click '+Add Field' on the bottom of the page.
Select Field Type. Choose from the drop down list.
Confirm Field. Click 'Save Changes.'

Short Response Fields

A single-line text input for brief, open-ended answers. Accepts any combination of characters.

Select Field Type. Choose "Short Response."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Long Response Fields

A multi-line text area for detailed, open-ended answers. Allows line breaks and extended writing.

Select Field Type. Choose "Long Response."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Checkboxes

A list of options where the respondent may select one or more items simultaneously.

Select Field Type. Choose "Checkboxes."
Enter Field Label. Provide the question or information you want to collect.
Add Options.
- Type an available selection under "Option Label."
- Click "Add Option."
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Drop Down Fields

A collapsible menu presenting a predefined list of options, from which the respondent picks one.

Select Field Type. Choose "Drop Down."
Enter Field Label. Provide the question or information you want to collect.
Add Options.
- Type an available selection under "Option Label."
- Click "Add Option."
- Repeat for up to 20 options.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Consent Message Fields

Displays a block of text (e.g. terms, privacy policy) that the respondent must explicitly acknowledge before proceeding.

Select Field Type. Choose "Consent Message."
Enter Field Label. Provide the message requiring acknowledgment.
Note: Consent messages are always mandatory
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Date Picker Fields

An interactive calendar control that lets the respondent select a specific date

Select Field Type. Choose "Date Picker."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

File Upload

An option to upload files from a local device.

Select Field Type. Choose "File Upload."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click "Save Changes" at the lower right corner to reflect changes

Email

A text field that validates the input follows standard email format (e.g. [email protected]) before accepting a response.

Select Field Type. Choose "Currency."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click Save at the lower right corner to reflect changes

Currency

A numeric field formatted for monetary values, often paired with a currency symbol or selector (e.g. $, €, ₱).

Select Field Type. Choose "Currency."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click Save at the lower right corner to reflect changes

Phone Number

A text field that accepts and may validate phone numbers, complete with a country code selector. May be relevant for forwarding a contact.

Select Field Type. Choose "Phone Number."
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click Save at the lower right corner to reflect changes

URL

A text field that validates the input as a properly formatted web address (e.g. https://example.com). May be relevant to storing substantially large evidence or related materials to the report.

Select Field Type. Choose "URL"
Enter Field Label. Provide the question or information you want to collect.
Set Mandatory. Toggle "Mandatory" on or off.
Confirm Input. Click Save at the lower right corner to reflect changes

Conditional Logic

Conditional logic allows you to create dynamic report forms where certain questions appear based on previous answers. This feature is available for "Drop Down" and "Checkbox" field types.

To add conditional logic:

1. Locate the Field. Find the "Drop Down" or "Checkbox" field where you want to apply conditional logic.

2. Click the Conditional Logic Icon. Click the blue chart-like icon next to the field.

3. Enter the Triggering Answer.
- For "Drop Down" fields, enter the specific option that will trigger the additional question.
- For "Checkbox" fields, enter the specific checkbox option that will trigger the additional question.

4. Choose Response Type. Select either "Short Response" or "Long Response" for the conditional question.

5. Enter Field Label. Type in the question or information you want to collect in the conditional field.

6. Confirm Changes. Click "Save/ Save Changes" to apply the conditional logic. Now when a reporter selects the specified answer in the original field, the conditional question will appear dynamically.