Purpose Statement
This article explains how to add and customize a header in a printable and emailable form using First Due's Form Builder. Headers allow departments to incorporate logos, contact information, and customized text to create professional, department-branded forms.
Background Information
The Form Builder allows users to create and edit printable and emailable forms within First Due modules
The Header block provides six layout options that support combinations of images, logos, and text.
Users can customize headers to include department logos, station addresses, phone numbers, and other relevant information.
Required Permissions
Users must have the appropriate access to the applicable module and its Form Builder functionality to create or edit forms.
Note: The specific permission names and settings were not provided in the video transcript and require verification before publication.
Video
Step-by-Step Guide
Step 1: Open the Form Builder
1. Navigate to the applicable module.
2. Access the Form Builder.
3. Select one of the following options:
Create Form: Create a new form.
Edit: Modify an existing form.
Step 2: Add a Header Block
1. Locate the position where you want to add the header, typically at the top of the form.
2. Hover over the left margin of the form near an existing block or at the top of the form.
3. Select the + icon to add a new block.
4. From the available block options, Scroll down and select Header.
Step 3: Select a Header Layout
1. Hover over the left margin of the Header block.
2. Select the Tune icon to access the header configuration options.
3. Review the six available header layouts, which offer different arrangements for images, logos, and text.
4. Select the layout that best meets your department's needs.
For this example, select the layout with the logo on the left and a text box on the right.
5. Additional block controls allow you to:
Move Up: Move the Header block higher in the form.
Move Down: Move the Header block lower in the form.
X: Delete the Header block using the two-step delete action.
Step 4: Upload a Department Logo
1. Within the Header block, select the image area.
2. Upload the desired image, such as your department or agency logo.
3. Verify that the image appears in the selected header layout.
Step 5: Add a Heading
1. Locate the text area on the right side of the Header block.
2. Select Edit.
3. Within the text editor, select the option to add a Heading.
4. Enter the desired heading, such as your department or agency name.
5. Select the Tune icon for the heading to access additional formatting options.
6. Adjust the available settings, including:
Font size
Text justification
Move Up
Move Down
Delete (X)
Step 6: Add Contact Information
1. Within the header text editor, add a Text block below the heading.
2. Enter the desired contact information, such as:
Fire department or station address
Phone number and other department contact details
4. Select the Tune icon to access the text configuration options the desired text justification:
Left
Center
Right
5. Use the additional controls to move the text up or down or delete it using the two-step delete action.
Step 7: Customize Text Formatting
1. Double click to select the text you want to modify.
2. Use the available formatting tools to customize its appearance.
3. Available options include:
Convert Text to Heading
Convert Heading to Text
Bold
Italics
Underline
Highlight
Text color
4. Apply the desired formatting to improve readability and maintain consistent department branding.
Step 8: Save the Header
1. Review the completed header to ensure the logo, heading, and contact information are correct.
2. Select Save.
3. Verify that the completed header appears in the form.
Best Practices
- Maintain consistent branding: Use the same department logo, naming conventions, and contact information across forms.
- Use clear headings: Include the department or agency name prominently to help identify the form.
- Keep contact information current: Verify addresses and phone numbers before saving.
- Choose an appropriate layout: Select a header layout that balances the logo and text for a professional appearance.
- Use formatting consistently: Apply font sizes, alignment, and colors that make the information easy to read.
- Avoid excessive formatting: Limit unnecessary highlights, colors, and text styles that may distract from the form's content.
Troubleshooting & FAQs
How do I add a header to an existing form?
Open the form using Edit, hover over the left margin at the desired location, select the + icon, and choose Header.
Can I add a department logo to the header?
Yes. Select a header layout that includes an image area, then select that area to upload your department logo.
Can I change the header layout after adding it?
The Header block provides six layout options accessible through the Tune icon. Select the desired arrangement for your logo and text.
Can I customize the alignment of my header text?
Yes. Select the Tune icon for the text block and choose left, center, or right justification.
Can I change a text block to a heading?
Yes. The text formatting tools allow you to switch between Text and Heading.
How do I remove a header or text block?
Select the X icon associated with the block and complete the second delete action.
Which First Due modules support this process?
The instructions apply to the Form Builder within the Inspections, Permits, and Fire Investigation modules.