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Create forms

Build forms for accommodations, vaccine consents, and custom needs. This page explains how to create a custom from. Go to Related Topics for accommodations and vaccine consents.

Create a custom form

  1. In you TrackMy clinical/admin portal, go to Administration.

  2. Go to Forms and click Manage for Custom Forms.

  3. Click Create New.

  4. Enter the form title.

  5. Select frequency that users can complete the form.

  6. Click Add Question.

  7. Enter the question.

  8. Select response type.

  9. If the question is required, turn on the Required toggle.

  10. Click Save.

  11. New questions will display in Available Questions. Drag and drop questions into Current Questions to display them on the form.

  12. Turn on the Show Form toggle to publish the form for users. Turn off the toggle to save as a draft:

    Show Custom Form toggle.png

  13. Click Save Form.

Related topics

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