Create a New Form - Admin

Enter a relevant name for the form

Enter a relevant description for the form

Select to enable to form to be accessed by users with no log in requirement

See the Public Forms page in this user guide for more details.

Shows the URL and QR Code that can be copied and used to direct people to the specific form

Select to allow public users to add attachments to their form record

Note: actions will NOT be available in public forms due to the fact respondents have no additional Lucidity access. Logged in users accessing the form will be able to create actions as normal.

Checking this box enables mobile device compatibility for the form using the Lucidity App.

If not enable, the form can still be accessed on a mobile device but only via a web browser.

Note: Forms that are publicly enabled will automatically be mobile enabled. Therefore the field will not be available for selection.

Select from:

• No - Assets will not be included as part of the form

• Yes - This will include an asset drop-down at the top of the form. It enables a form record to be linked to an asset and supports filtering and other options

If 'Yes' is selected for 'Include Asset Drop-Down' the asset fields to be included must be selected from the drop-down. The selected fields will display information about the asset (from the Asset module). Any combination of fields (all all) can be selected.

The completed form will then display within the Asset module where it can be opened and edited as required. Refer to the Asset Register page in the Asset user guide for more details on viewing forms from within Asset.

Select from:

• Entire form - score will be based on every question where a score is applied, even if an answer is not provided.

• Responses submitted - score will be based on every question where a score is applied, only if an answer is provided.

See the Scoring section on the Special Features page in this user guide for more details.

Form groups allow for scoping of forms and are used to determine where and who the form is visible to.

A form MUST be allocated to 1 form group. The option is available to add to multiple form groups if required.

Form groups are created via the Settings tab. Refer to the Settings page in this user guide for more details.

Save this form and return to the form groups. The form can be accessed at a later date to access the edit page and add questions.

Save this form and progress to the next stage - Edit Form