Create Form Overview

The form creation process allows administrators to design forms that can be used for a variety of purposes. Questions are pulled from the Questions Bank and system fields are available to build the basic structure of the form. Formatting options are also available, as well as including a signature field. Once the structure of the form is created, administrators define who can access the form and where the completed form will be stored in Universal Profile.

See the following topics for the steps in creating a form:

Pre-Step Note: Questions must first be created in the question bank in order to include them on forms.

To create a form, go to Admin > Tools > Core Functions > Form Management > Manage Forms. Then, from the Manage Forms page, select the Create Form button.

Starter Guide

Click here to download the Self-Service Forms Starter Guide.