create a new form

TABLE OF CONTENTS

• Walkthrough
• Video Support
• Creating a New Form
• The 001 Site Tracking Question
• Pre-set Questions
• Adding Page Breaks for Group Questions

Walkthrough

Video Support

Creating a New Form

Here’s how to create a new form after you’ve built the necessary questions for it.

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, click Create a new form.
   
   You’ll be taken to a new page that lists the questions you have created.
   
   Use the Display By option to choose how your questions are organized in this space by clicking either Category or Report option.
   
   
3. To add a question to your new form, click the Add Question checkbox alongside the question. (Don't forget to add the 001 - Site Track question and page breaks, if appropriate. See below.)
   For question with subquestions, you can use this option to select the entire question (including all subquestions): 
   
   
4. Once you’ve selected your questions, click Order Selected Questions at the top or bottom of the page.
5. The next page will give you a chance to order the questions on your form. 
   
   To order questions, either select a question and drag it to its desired location OR select the location using the Move To drop-down menu to the right of each question.
   If you have included any Group questions (questions that will duplicate for each identifier the receiving report is assigned to), you see this pop-up to create a Page Break. 
   
   Alternatively, you can add page breaks by checking this box:
   
   Not sure if you need this? Checkout the last section of this article: Adding Page Breaks for Group Questions. 
    
6. Once you are happy with the order of your questions and if you have any questions for which logic may be applied, click Add Optional Display Logic.
   If you have no questions for which logic may be applied, click Name This Report and proceed to step 9 below.
   
   
7. Next, use the Add Logic links to add and remove questions based on responses to your single-select qualitative questions.
   Want to learn more about using logic in your forms? Check out this detailed article on Display Logic here.
   
   
8. Once you are happy with the applied logic (optional), click the Name This Report button at the top or bottom of the page.
   
9. Type the name of your form and click either Create or Create Form and Schedule Launch.
   If you click Create, you'll be taken to a page that lists all of the forms you've ever created. (See this article for more on managing forms.)
   
   If you click Create Form and Scheduled Launch, you can begin scheduling your launch. (See this article for more information on scheduling launches.)
   

The 001 Site Tracking Question

If you’d like to easily collect data by site, be sure to add the only question under the 001 - Site Tracking category to all of your forms.

You’ll need to include the Site Tracking question if you are including any form questions that have been assigned to specific sites.  Otherwise, those questions will not appear on the forms and you will not collect the data you need.

Pre-set Questions

The order of the following questions are pre-set: 

• The “Did Not Participate” button (if applicable)
  
  
• The site tracking question (if applicable)
  
  
• The strategy sharing question (if applicable)
  
  
• The goal/challenge reflection question (if applicable) 
  
  
• The Group Identifier safety question (if applicable)

Adding Page Breaks for Group Questions

If you have included any Group questions on your form you will have the option to add page breaks for that question for each Identifier to which your reporter is associated.

You should use page breaks if your reporters are connected to more than one Identifier. This will ensure that it is easy for your reporters to find and update the question for each Identifier and will also automatically save data as reporters move from one page to the next. (This will prevent data-loss if your reporter’s internet connection is poor.)

To activate the feature, check this box:

Then, for each Identifier to which your reporter is connected, and is selected in the pink box at the top of their form, a page break will be inserted.

Reporters will be able to navigate pages using a drop-down menu like the one below: