Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

32. How to Change Settings for Other Forms in TrackAble

TrackAble includes several form types—such as Incidents, All About Me, Communication Profiles, Mealtime Plans, Risk Assessments, Behaviour Profiles and Engagements—that can be customised to suit your school’s requirements. These settings work in a similar way to the IEP settings, allowing you to enable or disable fields, rename wording, and control access where required.

Form Types You Can Customise

The following form types support the same customisation options as IEPs:

  • Incidents

  • All About Me

  • Communication Profile

  • Mealtime Plans

  • Risk Assessments

  • Behaviour Profiles

  • Engagements

Each form type can be adapted to reflect your school’s processes and the information you need to collect.

 

1. Switching Form Fields On or Off

Each form contains a set of standard TrackAble fields that you can enable or disable depending on your school’s needs.

To switch fields on or off:

  1. Go to Admin > Settings > Other Forms.

  2. Select the form you wish to customise.

  3. Click the green/white toggle button next to each field.

    • Green = Field is active

    • White = Field is switched off

This allows you to remove fields you don’t use, keeping forms clean and relevant.

 

2. Renaming Fields (Terminology Settings)

Once fields are switched on, you can rename them so they reflect your school’s language or terminology.

To rename fields:

  1. Go to Admin > Terminology > [Form Type].

  2. Edit the names of any customisable fields.

  3. Click Save.

This helps ensure your forms align with internal policies or SEN/Safeguarding frameworks.

 

3. Managing Dropdown and Checkbox Options

Like IEPs, other forms may include dropdown lists or checkbox options that you can customise.

To update dropdown or checkbox values:

  • Open a form for any pupil.

  • Click Manage next to the dropdown or checkbox.

  • Add, edit or delete options as required.

TrackAble will prompt you to reassign existing values if you delete an option.

 

4. Restricting Access (Engagements Only)

The Engagements form type includes an additional setting:

Restrict Access to Allocated Pupils Only

When enabled:

  • Users can only view Engagement forms for pupils or classes assigned to them in their User Profile.

This helps maintain strict confidentiality, particularly for pastoral or SEND engagement logs.

 

Need Support?

If you need help configuring form settings or terminology, contact the TrackAble Support Team:
support@trackable.org.uk