Overview

When entering data into a form, you might find a group of fields working together to define a single control. For example, a control might require an assigned value, some text to support the option chosen, and some files for evidence. When a border surrounds one or more fields and has a group name, that field is considered a Control Group.

This guide section will examine entering data into Control Groups and other ways a Control Group influences a user's experience.

Working with Control Groups in a Form

Working with a control group within a form is no different from entering data in any other field. Grouping the fields in a control group adds additional features outside of a form, but there is no difference when entering data. For more information about entering data into a form, see this guide's Form Data Entry section.

 

Working with Control Groups Outside a Form

Control Groups also appear in some places outside of directly editing a form.

Heat Map Tiles

When a form you are working with has one or more Control Groups, the system automatically adds a heat map of the existing control groups to the information displayed for that form in the Dashboard and My Forms screens.

 

Regardless of which interface you are looking at, the heat map works the same way, displaying a representation of the Control Groups in a color-coded grid. Each control group tile is assigned a color based on the calculated Maturity Score. The value of the score will be between 0 and 100 and displayed in a gradient color, moving from red to green as the score increases. This lets you see what needs the most attention in a form at a glance. If there is no data, the tiles will be gray.

The tiles representing a control group also act as a quick navigation option. Clicking on a tile will bring you directly to that control group in the form, displaying it and the fields inside of it.

Unlike the normal flow of updating a form, clicking Continue or Exit will save the data and bring you back to the Dashboard.