Here’s a step-by-step guide to creating forms on our platform to streamline your data collection process:
- Navigate to the “Forms” section on the dashboard.
- Create a new form group by giving it a name and adding the form group.
- Under the form group, click the plus sign to create a new form.
- Set start and end dates, name the form, add a description, select the form type, and set the minimum required score if needed.
- Start adding questions by clicking the plus sign under “Actions.” Add the question, select the response type, and set the maximum score. You can also make the question required for successful form submission.
- Repeat the above step to add more questions as needed.
- Once the form is complete, add it to a workflow as a task for your field team to complete with beneficiaries.
For instructions on adding forms to workflows, refer to the provided resources.
That’s it! You’ve successfully created a form on ShareCARD. Now go ahead and add it to your workflows assigned to your field agents. See how to add forms to workflows here.
Need help? Feel free to reach out to us for assistance. Let’s streamline your data collection process and make a positive impact in your community!
