Form Types Overview

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

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

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