InForm Training Checklist

The following powerpoint is a guide for users of the system:

• InForm - Add Form Record.pptx

Review Quick Reference Guide

• Where to find it and why its useful

Navigating (Logging In/ Tabs & Menus)

• Form Records Tab

1. First page displayed on login
2. List of all forms (newest first) that can be viewed by a particular user
3. Form Groups down left menu (group 'like' forms, e.g. audit tools, scope users to particular Form Groups)
    

• Form Admin Tab

1. Build new forms
2. Amend admin information on forms
3. Copy / archive / delete forms
    

• Dashboard Tab

1. Provides graphical, at-a-glance view of information
2. Dashboards are specific to login permissions (each user has their own)
3. Can have multiple dashboards, e.g. per Division / plus company-wide
    

• Settings Tab

1. Admin only section (nobody else will see it)
2. Control Form Groups 

Creating Form Groups

• Why we use form groups and what they do that is useful.
• Form Groups are managed via the 'Settings' tab
• Form Groups are allocated to users via Access 

Building a New Form

• Start a form and call it 'Example Form'

1. Include a brief description
2. Select a Form Group
    

• Add one each of the form elements, including:

1. Text and Paragraph
2. Section Break
3. Checkbox (explain that you can tick multiple)
4. Multiple Choice / Drop down (demonstrate scoring)
5. Table (explain addition/multiply using number fields)
6. Grid
7. Date and Signature
8. Information (explain formatting options)
9. Data Source (explain options - employees, contractor, project, etc)
    

• Demonstrate Preview
• Explain Publish
• Explain copy / delete / archive of form

Completing a Form

Ensure there is an example form with most element fields available.

• Choosing a Form

1. Browse via Form Groups
2. Click 'Add New' and choose from list
    

• Explain Save versus Save and Next

1. 'Save' created blank version of form, use to 'schedule' a form for another user
2. 'Save and Next' goes straight to completing the form
    

• Complete an example form, explaining:

1. Mandatory fields
2. Actions
3. Attachments (including photos)
    

• Go back to List Page, explain:

1. Status (Not Started, In Progress, Complete)
2. Editing a form

Allocating Forms (Individual or Group)

• Initiating a Group of Forms for different users
• Initiating a single form for another user including partly populating a form
• My Forms on the Dashboard of the Intranet (explain)

Additional Information (Shared Features)

• Ensure that the following is/has been covered:

1. Date and Signature
2. Column Configuration
3. Dashboards
4. My Filters
5. My Emails 
6. Actions Tab