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Administered At Date Settings in the Form Builder
Administered At Date Settings in the Form Builder

How to change the label for the Date of Activity and Date of Assessment and set visibility options

Angela Lim avatar
Written by Angela Lim
Updated over 5 years ago

When filling out an activity or assessment form on a contact or group, the first question that is asked is when was this activity or assessment administered. This is called the Administered At date, and is important to fill out so that accurate data can be pulled based on reporting timelines. 

Depending on your form and agency settings, though, you may want to customize this field.

You can find the customization settings for this field in the Form Builder's Standard Fields. To get here, click on the Forms section in the lefthand navigation menu, then click on the name of a form that you would like to customize.

Click the Edit button to be taken to the Form Builder. In the Standard Fields section, find the Date of Activity (or Date of Assessment), Date of Activity Visibility, and Date of Activity Label options.

The Date of Activity field is just a preview of what your Administered at date will look like in a form result. It will update as you change customization settings for it. 

Date of Activity Visibility allows you to require, show, or hide the Date of Activity label when filling out form results. As the names suggest, setting the visibility option to required will make the field required at the top of the form result. Setting the visibility option to visible will add the field to the top of the form result, but it will not be required. And setting the visibility option to hidden will hide the field entirely from the form result. 

The Date of Activity Label option will allow you to change the name of the field. By default, it is Date of Activity (or Date of Assessment). You can change this to match language that your agency uses - for example: Intake Assessment Date or Date of Service. 

To change the name, click inside the Date of Activity text box and begin typing the new name. You will see the preview above change as you type. Once you have typed in the new name, make sure to click Save Changes at the top-right to save your form. 

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