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Forms

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The Forms screen allows users to create and manage forms. Users can create new forms and templates. The following types of forms can be created:

  • Agreement form: A form that is used to document an agreement between the client and service provider.
  • Incident form: A form that is used to report an incident.
  • RFI form: A form that is used to request information.
  • HR form: A form that is used for human resources purposes, such as employee onboarding or leave requests.
  • NDIS agreement: A form that is used to document an agreement between a person with a disability and the National Disability Insurance Scheme (NDIS).

Upon clicking on create and selecting the form type, the user will get a form creation screen where they can add sections, and to those sections, they can add various fields like text, signature, date picker, single-multiple choice, grid, statement, etc. In section accessibility whatever role are added, users mapped with those roles will have access to that form section. After adding the required sections and fields, they can save and publish that form. After publishing a form, the user can add a template to that form.

 

Form Builder: The Form Builder option enables users to create versatile forms such as agreements, HR documents, and incident forms. Users can add sections, define accessibility, and incorporate various fields. Once saved and published, forms can be templated for future use, providing a seamless and efficient form creation experience.

Below is the step-by-step description of the form builder process:

1. Form Type Selection:

  • User selects the type of form they want to create (e.g., Agreement Form, NDIS Agreement, HR Document, Incident Primary, RFI Form).

2. Form Creation Screen:

  • After selecting the form type, the user is directed to the form creation screen.
  • User provides a name for the form.

3. Form Tabs:

  • Two tabs are provided to the user: "Form Content" and "Form Config."

4. Form Content Tab:

  • Under the "Form Content" tab, user clicks "Add Section" button to create sections within the form.
  • User provides a name for the section.
  • User sets section accessibility options (e.g., Super Admin, Default Employee, Incident Manager, Franchise Manager).

5. Adding Fields:

  • Within each section, user clicks "Add New" button.
  • User can add different types of fields to the form (e.g., Text, Date Picker, Signature, Choice-Single Selection, Multi-Choice Selection, Statement, Grid, Attachment).
  • User can define each field as optional or mandatory.

6. Saving the Form:

  • After adding the required sections and fields, user clicks on the "Save Form" button located in the top right corner of the screen.

7. Publishing the Form:

  • Once saved, user can publish the form by clicking on the "Publish" button next to the "Save" button.

8. Template Creation:

  • After publishing, the user can create a template for the form.
  • In the action column, user finds the template creation icon and clicks on it.
  • A new window opens for template creation where upon clicking the create button user will get a template creation screen.

9. Template Creation Screen:

  • User provides a name for the template.
  • User selects roles that can access this template (e.g., Super Admin, Default Employee, Incident Manager, Franchise Manager).
  • User can further customize the template based on their requirements.

10. Template Saving:

  • After customization, user clicks the "Save" button to save the template.

11. Form View:

  • Upon template saving actual form will look like this to user to fill in the required feilds.

12. Form Print & Generate PDF:

  • Upon filling all the form fields user can save the form and upon saving user will be able to print the form by clicking on the Print button located on top right side of screen.
  • Once the user clicks on the print button, they have to click on the view icon of template for which they want to generate PDF, template can be multiple and for each template separate pdf can be generated.
     

This stepwise process allows users to create different types of forms, customize sections and fields, save the form, publish it, and create templates, print and generate PDF.

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