Create and Manage Forms

Forms let you collect data, run surveys, and gather feedback from Trainees. Use branching logic to show or hide questions based on responses.

Create a Form

1. Go to Forms → + Form.
2. Enter a Name and Description.
3. Select a Course to restrict responses to enrolled Trainees, or choose All. For multi-subject courses, you can select specific subjects.
4. Configure the options:
   • Allow Response Editing — Enable if Trainees can modify their submitted responses.
   • Limit to 1 Response — Set to No to allow multiple submissions.
   • Submission Reminder — Show a reminder pop-up in the course section.
5. Leave Status as Inactive and click Submit.

Add Questions

1. Click the form or click Add Question in the action column.
2. Select a Question Type: Short Answer, Long Answer, Radio Button, Checkbox, Dropdown, File Upload, or Date.
3. Enter the question text and check Required if it must be answered.
4. Optionally add a description for context.
5. Click + Question to add more questions, then click Submit to save.

Preview and Activate

• Preview — Click Preview Form in the action column to review the form before activating.
• Activate — Click Edit Form → Edit, change Status to Active, and click Update.

Manage Questions

• Edit a question — Open the form, locate the question, update the text, and click Submit.
• Delete a question — Open the form, find the question, and click the delete icon. Deleting a question also removes all responses associated with it.
• Edit an answer option (Dropdown, Checkbox, Radio Button) — Navigate to the answer option, update the text, and click Submit. Answer options can only be edited if no Trainee has submitted a response yet.

Manage Forms

• Edit — Click Edit Form in the action column.
• Copy — Click Copy Form in the action column to duplicate the form.
• Delete — Click Delete in the action column. Deleting a form permanently removes it along with all responses. This action cannot be undone.

View Form Report

• Click Report in the action column to view response data. The default date range is the last 30 days — adjust as needed.
• For Short Answer and Long Answer questions, click the response count to view individual answers.
• Click Individual Trainee → View to see a specific Trainee’s responses.
• Click All Trainees to see responses across all Trainees.