Create forms

This guide explains how to create a custom form. See Related Topics for how to manage accommodation forms and vaccine consents and surveys.

Create a custom form

1. In you TMV 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. Select the default status of the form submissions.
   
   Note: Pending is automatically selected. Form submissions with the Pending status must be manually reviewed and given the Completed status. If you do not want to review all form submissions, select Completed for the default status.
   

   

Create a question

1. Click Add Question:
   

   

2. Enter the question.

3. Select response type.

4. If the question is required, turn on the Required toggle.
   In this image, the Required toggle is on and the question is required.

   

5. Select the Completed By user. This defines whether the question will be answered by a Patient user or a Clinical user. Patients cannot see questions set to be completed by Clinical users.
   In this image, the question is set to be for Patient users.

   

6. Click Save.

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

The highlighted column in the Current Questions summary shows the user role type that the question is intended for. Patients cannot see questions set to be completed by Clinical users.

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

Click Save Form to save all changes.

Restrict access to a form

You can limit which patient users can access and complete a custom form. A form can be restricted by HCP Role(s) or User Group(s).

1. In the form builder settings, select Yes to limit access to the form.
   

   

2. Select how to restrict the form.
   

   

3. You can select multiple HCP Roles or User Groups to restrict the form to. Only participants assigned to the selected HCP Role(s) or User Group(s) will be able to access the form.
   

   

Click Save Form to save all changes.

This can be changed at anytime by returning to the form builder and changing the form limitation setting.

Participants who cannot access the form will not see the form available to start in their Forms and Consents page.

If a participant has completed the now hidden form in the past, they will still see the form record in their Completed Forms and Consents.

Related topics