Form Types

Forms can be created as organizational-level forms, private forms, or templates.

Each form’s access level is clearly marked: forms created by individual users are labeled “Private,” while organizational forms carry the “Organization” designation.

This article explains what each type is, as well as when and how to use them.

Form Type	Definition	Examples
Private Forms	A form created by an individual user for personal or team-specific use. It’s private by default but can be shared with other collaborators as needed. These forms are fully customizable. Users can only see responses related to their own assigned groups, such as their cost centers or team members.	A team huddle checklist made by a unit manager A coaching form created by a leader for their direct reports End-of-Year party dietary needs form
Organizational Level Forms	An organizational form is a standardized form created and shared across the organization, available to all users without needing activation. Only users with specific access and any collaborators they choose can edit these forms. They help keep consistency across teams, allow updates to be made in one place and instantly shared with everyone, and ensure accurate data for reporting. Although all users can access org-level forms, they can only see responses related to their own assigned groups, like their cost centers or team members.	Annual performance review Patient rounding form Safety audit checklist
Templates	A form that begins as a centralized template but can be copied and customized within individual user accounts. Templates are useful when different teams or locations need slightly different versions of the same form while maintaining a common structure. These forms must be activated by each user to become available. Users can only see responses related to their own assigned groups, such as their cost centers or team members.	A leadership rounding form with space for team-specific questions An “Employee of the Month” nomination form template that managers can adapt for different departments or recognition categories

Note: Only a select group of users will have access to create organization-level forms. This permission within Laudio can only be granted by a Laudio administrator.

For more information on how to create these reports, refer to the page How to create your own InForm.