# Create a Participant Specific Form

Source: https://docs.astalty.com.au/guide/scheduling/setup/create-a-participant-specific-form

> Create a form tied to a specific Participant.

Scheduling add-on - This feature requires the Scheduling add-on, which is available on Astalty Premium. See How to enable Scheduling.

## Overview

To create a Form click, on the '**Create Form**' button within the [Manage Forms](https://app.astalty.com.au/forms/manage) menu.

![The How would you like to create your form? dialog offering two options: Use a Template, with a Browse Templates button, or Start from Scratch, with a Create from Scratch button, above Cancel.](https://docs.astalty.com.au/assets/form-options-1.png)

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

You can see how to create the Forms by following these links:

- [Create a Form - Starting from Scratch](https://docs.astalty.com.au/guide/forms/manage-forms/create-forms)
- [Create a Form - Using a Template](https://docs.astalty.com.au/guide/forms/manage-forms/create-a-form-using-a-template)

Creating a form and associating an existing form are separate actions.

The form selector lists published internal forms with a Participant-compatible usage that a Support Worker user group can submit. It excludes forms already associated with that Participant. Check [Form Settings](https://docs.astalty.com.au/guide/forms/manage-forms/settings) if a form is missing.

### Adding an Associated Form

Open the Participant's profile, select **Forms**, then select **Add Form** under **Associated Forms**.

![A Participant's Forms page with Forms highlighted in the side menu and an arrow pointing to the Add Form button in the Associated Forms section, which lists Home Visit Checklist and Conflict of Interest Register - Support Coordination.](https://docs.astalty.com.au/assets/associated-forms-1-guide.png)

In the pop-out panel, select the relevant Form.

![The Associate Form drawer with the Form dropdown open and an arrow pointing to the highlighted Weekly Wellbeing Check-in option, above Continuous Improvement Suggestion.](https://docs.astalty.com.au/assets/associated-form-2-guide.png)

Turn on **Form Submission Required on Clock Out** if completion is required for this Participant. Leave it off for an optional form, then select **Associate**. Making a form visible does not make it mandatory.

![The Associate Form drawer with Weekly Wellbeing Check-in selected, the Form Submission Required on Clock Out checkbox ticked and highlighted, and an arrow pointing to the highlighted Associate button.](https://docs.astalty.com.au/assets/associated-form-3-guide.png)

An incomplete mandatory form blocks clock-out until the Support Worker completes it or submits an exception explaining why it could not be completed. An optional form does not block clock-out.

See the [clock-in and clock-out workflow](https://docs.astalty.com.au/guide/scheduling/support-worker-app/during-a-shift/clocking-in-and-out-of-a-shift).

For forms available across supports, see [Participant Details App View](https://docs.astalty.com.au/guide/scheduling/support-worker-app/participant-details-app-view).

You can edit whether the Form is required or remove it from the Participant's Associated Forms by clicking on the three dots next to the Form and selecting **Edit**, and then following the relevant prompts.

![A Participant's Associated Forms list with Home Visit Checklist ticked as Mandatory, its three-dot menu highlighted and open, and an arrow pointing to the Edit option.](https://docs.astalty.com.au/assets/associated-form-4.png)

![The Edit Associated Form drawer for Home Visit Checklist with the Form Submission Required on Clock Out checkbox ticked, and Delete, Cancel and Update buttons.](https://docs.astalty.com.au/assets/associated-form-5.png)