1 - Creating an eForm
b. You will then be presented with 3 options:
- Add Parent Form: Select this option if you are creating eform for Parents.
- Add Staff Form: Select this option if you are creating eform for Staffs.
- Add Public Form: Select this option if you are creating Public eform.
- Duplicate one of your existing eForms: Select this option if you are creating a similar event to one that already exists. The content of the selected eForm will be copied across, and you can make changes to it instead of starting from scratch.
- Use one of your eForm Templates: Select this option if you wish to start from a template. For more information about templates, please see How does an Administrator Create and Use eForm Templates? article.
- Use an Operoo Best Practice Template: Select this option if you want to use one of the built-in templates such as samples for Media Consent form and Permission form for Event.
- Start from a blank eForm: Select this option if you wish to start from scratch with a blank eForm.
d. Select an eForm type from the following:
- Event: Choose this type if you are requiring a response and a signature acceptance for a member or participant to attend an event.
- Custom Signed: This type also requires a response and signature acceptance from the member or participant.
- Custom Unsigned: Choose this type if you need responses from member or participant but no signature is required.
- Self-Service: This type of eForm is optional and made available to users to complete at any time. Examples are annual leave requests, field trip approval forms, incident reports, purchase requests and feedback forms.
- Recurring Form Blueprint (day duration): This type of eForm is to schedule a series of forms that are automatically created and automatically archived on specified dates. Please see more about this here: Recurring eForm Blueprints
e. Enter a Title and Description.
2 - Adding Form Elements
a. There's a variety of form elements available for customisation. For a detailed explanation of each of the fields, please see this knowledge-base article What are the different eForm Question Types that an Administrator can use?. For this example, we will ask parents where they would like their child dismissed after the excursion.
b. Type in the "Question" and the relevant answer options. If more options are required, simply press the + icon or the x icon to remove the unnecessary answer option.
c. Clicking on the Preview this Question will bring up a pop-up window displaying how the question will look. This is very useful when it is unclear what type of form element will be created.
d. Once the questions and answers have been created, it is possible to re-order them by clicking and dragging.
e. After re-arranging the two questions above, the eForm will show the screenshot below. Click Save to save eForm.
- Static Members - Drag and drop the individual members or group on the eform
- Dynamic Members - please see How does an Administrator create Smart Groups and assign eForms using Filters?
g. Click Save and Next to go on the next page is where the dates and various other options can be configured.
NOTE:
- Clicking on the Enabled box will start sending the emails to the Care Profile Owners ((i.e., parents, club members, adult participants, employees, etc.). If you're not yet ready to send the eForm to the Care Profile owners, you can leave it unchecked. You can check it later once you're ready.
- If you wish to save this eForm as a template so it can be easily replicated in the future, simply click Save copy as a template in the menu on the left.
3 - Previewing the eForm
Once the configurations have been set, the next screen will show a preview of the completed eForm. Here you can send an a test email which previews what your email will look like to the eForm members. You can also view and print the eForm from here:
4 - Enabling the eForm
In order for Operoo to send the eForm to the Care Profile owners, we need to "Enable" the eForm.
a. Click on the three horizontal lines on the eForm.
b. Go to Enabled tab, here you can Enable the eForm immediately or you can schedule it to be Auto-Enabled at some time in the future. Once Enabled the eForm's members will be notified by email to respond to this eForm request.
- Yes: Profile owners will be asked to confirm that the profile is up to date before replying to the form. This will automatically add the member or participant to the Medical eForm.
- No: Profile owners can respond to the form without creating the profile.