Accessing the Forms Module #

To begin creating and managing forms, follow these steps:

1. Log in to the Admin Portal.
2. From the left navigation bar, click on Forms.
3. The Forms dashboard will display all previously created forms. You can:
• Search for forms using filters such as type, assignment, or library availability.
• Edit or delete existing forms using the corresponding icons.
• Click the New Form button to create a new form.

Creating a New Form #

To create a new form, follow these steps:

1. Click the New Form button.
2. Choose a template from the list or select Start Fresh to create a form from scratch.
3. Enter the Form Builder, where you can use the drag-and-drop method to add elements such as:
• Text Boxes: Add descriptions or instructions.
• Question Boxes: Include multiple-choice, dropdown, or text-based questions.
• Image, PDF, and Video Boxes: Embed media files for reference.
• Signature Boxes: Allow users to sign forms digitally.
• User Upload Boxes: Enable users to upload their own images or files.
• Section Boxes: Organize and structure the form into sections.
4. Click Save to save your progress or Publish to finalize the form.

Assigning Forms #

Once a form is saved and published, you can assign it to users or groups:

1. Click on the form you want to assign from the Forms dashboard.
2. Navigate to the Assignments tab.
3. Choose to assign the form by:
• Individual Users: Search for and select specific employees.
• Groups: Assign the form to predefined groups.
• Jobs: Assign the form based on job roles.
• Company-Wide: Make the form available to all users in the library.
4. Click Save to confirm the assignment.

Viewing Form Submissions #

To view submitted forms and their data:

1. Click on the form you want to review from the Forms dashboard.
2. Navigate to the Submissions tab.
3. Click on a submission to view its details, including answers, uploaded files, and signatures.
4. Download or print the submission if needed.

Tips for Using Forms #

• Make Questions Required: Use the required option for critical questions to ensure users complete them.
• Save and Publish: Forms must be saved and published before they can be assigned to users.
• Enable Submission Alerts: Set up notifications under the form settings to be alerted when a form is submitted.
• Use the Library: Make forms accessible in the library for unlimited use by all team members.