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Create Forms

Overview

To create a form click on the 'Create Form' button within the Manage Forms menu.

Once you do this you will be presented with two form options, Using a Template or Starting from Scratch.

Using a Template

Astalty will have templates available for your use that are included in your Premium subscription.

Upon selecting the use a form template option you will be asked to select either; an Internal Form Template or an External Form Template. Internal forms are used within your organisation and can be sent to team members within your organisation. External forms can be sent to anyone to complete.

Internal Form Templates

When selecting the internal template option currently Astalty has the option to use a staff incident report.

In this option you can select to preview the form and also to use the template. When you select Use Template you will be taken to the Form Builder page click here for more information on this topic.

External Form Templates

When selecting the external template option currently Astalty has the option to use a either the participant incident form and the participant intake form.

In this option you can select to preview the form and also to use the template. When you select Use Template you will be taken to the Form Builder page click here for more information on this topic.

Start from Scratch

By selecting staring from scratch, you will be prompted to fill in the following information;

  • Form Name

  • Form Description

  • The Form Usage Type

  • If the form is an Internal or External Form

Form Usage Type

You can select if a form is one of the following usage types;

  • General

  • Incident

  • Complaint

  • Referral

Once you are ready click create form and you will be taken to the Form Builder Page. Click here for more information about this process.