In this guide we will cover how to
- Create customs quality assurance* forms
- Use the reporting functions within quality assurance
Use this link to access an in-depth, interactive guide:
Creating Custom Quality Assurance Forms: How to use the QA Feature
* Whilst referred to as quality assurance in this guide your organisation may be using alternative terminology such as monitoring or observations.
For a full guide we strongly suggest using the link above to access the detailed guide. The steps below serve as a basic refresher of this feature
Navigation
1. Select Admin from your top navigation bar
2. Click on Quality Assurance from the left hand navigation bar
3. From the four drop down options, select 'Forms'
Creating a Scale
When creating a new form, the first thing you need to decide is whether or not you want to add a scale or visual response option to your form. This can be as simple as ‘yes, no, or not seen’, or you can create an entire scale with up to 9 values. These values can be numerical, or you can choose to use written descriptors.
4. To create a scale, click into the scales tab and click on the blue 'Create Scale' button from the top right of your screen
5. Give your scale a name
6. Click on 'Add score' to reveal the fields. Use numbers and/or letters to create your scale.
7. Choose the colour for each score
8. Click 'Save' once you're happy with your scale.
ℹ️ Please note that if you choose not to add a scale to your form, a default scale will be automatically applied, but will not be visible when the form is published.
Creating the Foundations of Your Form
9. Navigate to Admin > Quality Assurance > Forms and click on the blue 'Create Form' button.
10. Give your form a name.
11. Decide on the default fields by selecting show / hide
12. Select your scale by using the dropdown. If you do not wish to use a scale then leave the dropdown as it is.
13. Click 'Save'. You can preview your form by clicking 'View' next to the name of your form.
Building the Custom Sections
14. Click into the name of your form and click on 'Create Section'
15. Give the section a title and a description
16. Click 'Save' and repeat until you have added all the sections you wish.
Publishing your Form
17. To publish your form, locate it within the list of forms and tick the box under the 'Published' heading. It will now be available to use in the Quality Assurance feature.
ℹ️ Once a form has associated records you can no longer edit or delete the form, but you can un-publish it by reversing step 17. This will prevent further use.