As a LearnPlatform administrator, you can create customized forms to use in product requests, product reviews, or Provider Applications.
Customize your forms to include all the information you need to make an informed decision about approving a product.
After you create a form, you can use it by:
Open Settings
Click the Settings link.
Open Forms
Click the Forms tile.
View Forms List
A table of existing forms displays.
To search for a form by name, enter text in the Search forms field [1].
By default, the table displays forms for requests and reviews. To also view forms for provider applications (or to filter the list by form type), click the Type drop-down menu [2]. Then click the Provider checkbox [3].
Notes:
- You can also create provider application forms when you create a provider application.
- If a form is currently being used in a provider application with existing invitees, and the form changes, the updated form is only for invitees who have not yet started the application. Existing and in-progress applications are unchanged. Please reach out to your CSM if you need support.
View Default Forms
By default, your account contains default forms for reviews and requests [1]:
- System Default Review Form
- System Default Request Form
These allow you to use requests and reviews right away. You cannot edit the default forms, but you can create duplicates and edit the duplicates.
To create a duplicate from a default form, click the Options icon [2], then click the Duplicate link [3].
Create Form
To create a new form, click the Form Builder button.
Enter Form Details
Enter a form name [1] and a description [2].
Click the Form Type drop-down menu [3], and select Request Form, Product Review Form, or Provider Application.
Note: The Description is for your organization only and is not visible to recipients of the form.
Add Form Questions
To add form questions, click the Add a Question type drop-down menu [1]. Select a question type [2].
You can include free text, multi-select, multiple choice, rating scale, and other types of questions.
Note: The requestor's name and product names automatically display when a request is sent, so you do not need to create questions for this information.
Manage Questions
After adding a question, you can view the question type [1] and a drag handle for moving the question location [2].
You can also require that the question be completed by the form recipient [3], create a duplicate of the question [4], or delete the question [5].
Note: If you duplicate a system default form, drag-and-drop reordering is not available for the first three questions. However, if you don’t wish to use the first three questions, you can delete them. You can also recreate them and reorder them, but the educators’ answers to those questions will only be available in the standard review and not as labels and tags for that educator throughout the platform.
Preview Form
To preview the form, click the Preview tab.
Save Form
To save the form, click the Save Form button.
