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InForm Training Checklist

Owned by Theresa Macdonald (Unlicensed)
Last updated: May 31, 2022 by Ben Quittner
2 min read


Lucidity InForm allows Users to build their own forms, such as inspections, pre-start checklists or meeting minutes. 

This worksheet is a checklist of items to cover during a training session or self-paced learning.


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

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