- Forms & Quality
- Introduction To Forms
Introduction To Forms
Forms Overview
Use Forms to collect structured information with Astalty's form builder. Forms used for Participant or staff incidents also create records in the Incidents register.
Each form has a Usage and Type. The Usage controls where its submissions are processed. The Type controls who can open it:
- Internal forms require the person completing them to sign in to Astalty.
- External forms can be completed by anyone with the link.
Choose these settings carefully when creating a form. A form's Usage and Type cannot be changed after creation, except that a General form can be converted to a register.
Creating Forms
Open Manage Forms, then click Create Form. You can start from scratch or use a template. See Manage Forms for the complete workflow.
Submitting Forms
The All Forms page lists published forms you can submit. Internal forms only appear if the form's Who Can Fill Out This Form settings include you. External forms are available to anyone with the link and can also appear in Astalty unless your account hides external forms from the app.
See Submitting a Form for the steps and Form Settings for form access controls.
Viewing Form Submissions
Open All Submissions to find submissions you have permission to view. Incident submissions are managed in Incidents.
Submission Requests
Open Submission Requests to ask team members, Participants, or external contacts to complete a form and to track each request. The people you can request a form from depend on whether it is Internal or External.
See Submission Requests for available recipients, statuses, filters, and reminders.
Submitting Forms from a Participant's Profile
To link a request and its completed submission to a Participant automatically:
- Open the Participant's profile.
- Select Forms from the sub-menu.
- In Form Submission Requests, click Create Request.
- Select the form.
- Enter the request title and message.
- Click Create Request.
After the form is completed, it appears under Form Submissions on the Participant's Forms page.
