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
In you TMV clinical/admin portal, go to Administration.
Go to Forms and click Manage for Custom Forms:
Click Create New.
Enter the form title.
Select frequency that users can complete the form:
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
Click Add Question:
Enter the question.
Select response type.
If the question is required, turn on the Required toggle.
In this image, the Required toggle is on and the question is required.
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.
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.