Steps to Create Forms

Laudio offers a questionnaire tool called InForms, which enables the collection of information on any topic. Three types of forms are available, each designed to support teams in different ways. Steps for creating each form are outlined below, with definitions and examples provided on the Form Types page.

Steps to Create Forms

Private (or Individual/Team Use) InForms

1. Click Informs on the left hand navigation bar, then click Add New InForm at the top of the next page.
   
2. Under "Build Your Own Inform", click Start from scratch.
   
3. A pop-up window called "Create a New InForm/Script" will populate. Add a Inform/Script Title.
   
4. If needed, add collaborators. Collaborators are other Laudio users who can view results and have permission to edit InForm questions and settings.
   
5. You will be brought to the "Manage Questions" tab. From here, you can add your questions. Select from a variety of response types including paragraph, short answer, radio button, checkbox, etc. 
   
6. When you add a new question, you will be given a variety of options including standard questions. For each question, you can upload a file if needed, make it a required question, or use the delete and reorder button to fine tune your form once questions are built out. 
   1. If you would like to know who completed the form and are planning to use a QR code, be sure to add respondent name. 
7. Any changes made to the "Manage Questions" section will save in real time. 
8. Once you are done adding questions, follow steps on InForm Distribution and Data Collection Methods page to send questions to team members. 
   
   

   --> Video Walkthrough to Create Private (or Individual/Team Use) Forms

Activating or Adding Template Informs

1. Click Informs on the left hand navigation bar, then click Add New InForm at the top of the next page.
   
2. Under the "Templates" section, click the desired template to activate or add it to the InForms default page.
   
   
3. A pop-up window will appear with a preview of the selected template. Click Use Template in the upper right hand corner to activate it.
   
4. If needed, add collaborators. Collaborators are other Laudio users who can view results and have permission to edit InForm questions and settings.
   
5. A copy of the standard template will be created in the Laudio workspace, and the template’s questions will pre-populate automatically. Laudio-provided templates cannot be modified. However, for organization-specific templates, edits can be made by clicking the Manage Questions tab. All changes are saved automatically in real time.
6. Once you are done adding questions, follow steps on InForm Distribution and Data Collection Methods page to send questions to team members. 

Organizational-Level Informs

1. Click Informs on the left hand navigation bar, then click Add New InForm at the top of the next page.
   
2. Under "Build Your Own Inform", click Start from scratch.
   
3. A pop-up window called "Create a New InForm/Script" will populate. Add a Inform/Script Title and click the radio button to the left of Organizational Access.
   
4. If needed, add collaborators. Collaborators are other Laudio users who can view results and have permission to edit InForm questions and settings. 

   Collaborators who do not have access permissions for organization-level form creation will still be able to manage and edit questions within this form as needed.

   
   
5. You will be brought to the "Manage Questions" tab. From here, you can add your questions. Select from a variety of response types including paragraph, short answer, radio button, checkbox, etc. 
   
6. When you add a new question, you will be given a variety of options including standard questions. For each question, you can upload a file if needed, make it a required question, or use the delete and reorder button to fine tune your form once questions are built out. 
   1. If you would like to know who completed the form and are planning to use a QR code, be sure to add respondent name. 
7. Any changes made to the "Manage Questions" section will save in real time. 
8. Once you are done adding questions, follow steps on InForm Distribution and Data Collection Methods page to send questions to team members. 

--> Video Walkthrough to Organizational Level Forms