creating forms from the question management page

Modified on Tue, 12 Sep 2023 at 10:17 AM


Creating Forms from Question Management Page

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 and manage questions.

  3. On the top-left, use the More drop-down menu and choose Create a New Form.

  4. You’ll be taken to a new page that lists the categories your questions are organized under.

    If you’d rather browse questions based on forms you’ve previously built, at the top-left hand side of the page, click the Display by Form option and then select the forms you’d like to pull questions from.

  5. 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.)

  6. Once you’ve selected your questions, click Order Selected Questions at the top or bottom of the page.

  7. 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.

  8. Once you are happy with the order of your questions, click the Name This Report button at the top or bottom of the page.

  9. Type the name of your form and click Create.

  10. Finally, you'll be taken to a page that lists all of the forms you've ever created. (See Manage Forms page.)

Collecting Site Data (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.

The order of the following questions are preset

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

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