About Forms

Use forms to create surveys, Likert-type scales for collecting attitudes and opinions, and checklists. Forms are distributed at various locations in the application, depending upon the purpose and who is going to complete the form.

Forms can be kept hidden until you are ready to release them. Forms can be mandatory, include comment blocks, and can be made non-editable. You can create distribution lists for forms from the department lists and/or your Contact List. Forms can be attached to portfolio pages. Forms can be attached to rubrics and sent to external assessors.

Setting up your form -

Click the ‘Forms’ option on the ‘Admin drop-down Menu’. [1]
Click the ‘Add New Form’ button on the ‘Forms’ page. [2]
Choose a department [5] - you can add more departments later by accessing the 'Form Settings' section.
Form types
Distributing forms -
Forms status -

Adding form items - You may add three types of items to your form: individual questions/statements, headings, and tables.

Adding headings

To label a group of related questions, add a heading. Click the ‘Add New Heading’ link on the ‘Edit Forms’ screen. [1]
Click ‘Save’. The entry appears as a heading on the ‘Edit Form’ screen. [4]
You may edit or delete the heading. [5]
You may view the form by clicking the ‘View Form’ link. [6]

Adding individual questions

To add a single question (or statement), click the ‘Add New Question’ link on the ‘Edit Form’ page. [1]
If the respondent will be answering the question, mark the ‘Include question in new surveys’ checkbox. Alternatively, if you will be importing the responses to this question, leave the box unchecked. [6]

Choosing a response type

Add questions and statements and choose the types of responses for each. You can also add a question table with multiple response categories (such as, a Likert scale response pattern: Strongly Disagree to Strongly Agree).

Response types -

There are six response types available from the ‘Edit Item’ screen. [1]
The ‘Typed Response Single Line’ response type adds a short answer textbox to your survey. [2]
The ‘Range Score’ response type adds a slider between two parameters that you set. There are both text label and numerical value settings. [4]
The ‘Typed Response Multi-Line’ adds a larger textbox for a longer text response. There is a large upper limit to the number of characters allowed in the entry (+10,000). [5]
The ‘Single Checkbox’ response type adds a single checkbox to the statement. [6]
The ‘Multiple Selection’ response type adds multiple checkboxes for use when a question can have more than one answer. [7]
Click ‘Save’ when you have chosen the response type. [8]

Adding a table

You can add a group of related questions with a multiple column response type.

Click the ‘Add New Table’ link on the ‘Edit Form’ screen. [1]
Create a heading for your table. [2] The heading should indicate how the user should respond. For example, choose one...select the closest...choose all that apply, etc. Each question in the table must have the same response categories.
Click the ‘Test’ link to review the current form and try it out. [6]
To view the form as other will see it, you must first set the form to ‘Visible’ in the ‘Form Settings’ section. [7]
On the ‘View Form’ screen, you can continue to edit the form, [9]