Managing Forms

To manage forms use the main navigaiton system and go to Manage => Forms.

This will bring you to the list of active forms.

Forms Sub Navigation

The forms module has a sub-navigation bar to assist with management.

• Create Form - Create a new Form
• Submit Form - Submit a Form
• Forms - Manage the agency forms
• Responses - View Employee Form Submittals
• Archived - see forms that have been archived (no longer in use)
• Analytics - view form analytics
• Category - Manage the main form categories

When you are on the Responses tab, the sub menu's Archived button changes to a Completed button allowing you to view completed responses.

Creating A Form

The Create Form button ONLY appears when you are on the Manage Forms page.

To create a new form, use the small blue sub nav button and click Create Form.

Fill out the main form details and click Create Form.

You are shown your new form where you add /modify the quesiotns.

Question Types

There are several question types to choose from

• Text
• Textarea
• Dropdown (Select)
• Checkbox
• Radio
• Ranking
• Datepicker

Adding a Question

Click Add Additional Question To Form

Select the type of question you want to add.

Depending on what you select additional fields will appear.

In the above case we selected drop-down and a field appears to enter our possible choices

Follow the directions given to add your responses.

We recommend you click Update & Save form several times throughout the process to solidify your changes.

Sorting Question Order

To sort the questions, click the quesiotns itself and drag it to the location you want it in your form

Updating / Saving your Form Changes

When you are finished working on your form Click Update and Save Form before you leave the page.