InForm Types Overview

InForms support different sharing and management needs across an organization. Forms can be created as Private Forms, Organizational Forms, or Templates. Each form type is designed for a different use case while maintaining appropriate access to responses and reporting. In Laudio, forms created by individual users are labeled Private, while organization-wide forms are labeled Organizational.

Key Benefits:

Standardize data collection and reporting across the organization.
Customize forms when flexibility is needed while maintaining consistency.
Control access and collaboration while limiting response visibility to assigned teams and cost centers.

Private Forms

Private Forms are created by individual users for personal or team-specific use. These forms are private by default but can be shared with collaborators as needed. Private Forms are fully customizable, and users can only view responses related to their assigned teams, team members, or cost centers.

Common examples include:

Team huddle checklists
Coaching forms for direct reports
Event planning forms, such as dietary preference surveys

Organizational Forms

Organizational Forms are standardized forms that are shared across the organization and are immediately available to users without activation. Only users with the appropriate permissions and their designated collaborators can edit these forms. Organizational Forms help maintain consistency, simplify updates, and support accurate reporting across the health system. Users can only view responses related to their assigned teams, team members, or cost centers.

Common examples include:

Annual performance reviews
Patient rounding forms
Safety audit checklists

Templates

Templates provide a shared starting point that users can copy and customize for their own needs. Templates are useful when teams need similar forms but require minor modifications. Each user must activate a template before it becomes available for use. Users can only view responses related to their assigned teams, team members, or cost centers.

Common examples include:

Leadership rounding forms with team-specific questions
Employee recognition or nomination forms that can be adapted by department

FAQs

Q: Who can create Organizational Forms?
A: Only users with specific permissions can create Organizational Forms. These permissions can be granted by a Laudio administrator.