The forms section allows you to design and create forms from scratch. These can be used to log information for carers and clients through the management portal.
The forms work in a similar manner to the contracts in that there are templates and assignments. The templates are where you manage the structure of the forms and the questions within. The assignments are where you take the form template, and assign it to a person to fill in the answers.
ℹ️ There are no default forms, all forms will need to be created from scratch. It may be worth visiting the client assessments before creating any forms to prevent overlap
Creating a form template
Click on Forms in the main navigation, and then the Templates tab. Use the + button in the top-right of the list to start a new template.
First you'll be asked which team(s) the template should be available to, as well as a name, and whether it should be available for carers, clients, or both. Click create to be taken to the Form Builder.
Sections
All questions within a form need to belong to a section. Within each section you can have sub-sections alongside your questions.
Add the first section by clicking the 'Add your first section' button in the middle of the screen. Give it a name and optionally a description, then click Save. You'll now see your first section in the middle of the screen! On the right hand side you'll see a list of available question types.
Sub-sections
You can sections within your sections by clicking the + button in the section header.
Deleting & duplicating sections
If you need to delete or make a copy of a section, click the overflow button and then Duplicate or Delete.
Questions
We give you the option to choose from a range of different types of question.
Text | A simple text answer |
Multiple Choice | Select any applicable options from a predefined list |
Single Choice | Select a single option from a predefined list |
Checkbox | Simple yes or no question |
Date | Select a date |
Date & time | Select a date and time |
Dropdown | Choose from a list of predefined options |
Risk | Ask for any risks to be recorded against a risk category |
Need | Ask for any needs to be recorded against a need category |
For each question you have the option of adding a description, as well as any 'help text'. Help text is shown to the user when completing the form.
If the question is mandatory, check the Required box.
Dependencies
Sometimes you only need a question to be answered if another question has been completed. Check the Depends on another question box and then choose the other question from the dropdown list.
Adding the first question
Decide what you want your first question to be (don't worry, you can edit it later and change the order if necessary). Click + drag the question into the section, release the mouse to drop the question. Alternatively, click the + button in the section header. When you have filled in the details, click save to add the question. There is no save for the form as it saves each time a question or section is added.
Once done, we can look at how you can start to assign forms to carers & clients for completion.
Video Walkthrough