10 February 2026

The training session delved into the Forms Functionality.

We covered the following:

• Forms Overview & Access
• Manage Forms
• Creating a Form
  • Form Builder Basics
• Publishing Forms
• **Sharing Forms **
• Form Settings
  • Notifications
  • Viewing Permissions
  • Who Can Fill Out Forms
• Submissions & Requests
• Viewing Completed Forms
• Printing & Exporting Submissions
• Templates Overview
  • Internal templates
  • External templates
• Incidents
• Referrals
• Forms & Participants
• Forms in Participant Profiles
• User Forms
• Exports