In this document we will discussing the process of Creating a Form. As an Admin you can create many different types of forms for your users, here we will walk through the actual creation of the form, then in another document we will discuss the editing and formation of a form.
Sign in to your Admin ClassReach account.
Navigate to the Forms tab at the top of your screen.
Click the +Form button on the left hand side bar.
Fill out the relevant fields:
Name: This will be what appears as the title to your users.
Description: Here you can tell your users a little about what the form is and/or why they should fill it out.
Which best describes the purpose of this form?:
To gather information about…
Users: This would be used for gathering things about a specific user (T-shirt orders, Hot Lunch).
Students and classes: This would be for anything involving the relationship between the school and student (Disciplinary Forms, Class Surveys).
Families: This would be for information about the student’s family (Church affiliation, Service Logs).
Guests: This would be for people who are not currently attending the school (School Information Meeting).
Important Note: Which purpose you choose will create different options for the next few steps.
Select the correct purpose and then click Next.
Who is this form gathering information about?
Select who the form is collecting information about, you can select multiple choices here.
Select the correct subjects of the form and then click Next.
How will users create new responses for this form?
Unlimited responses through the Forms Summary Page: This choice will allow the form to always be available to your users, and allow them to submit a response multiple times. For example: Disciplinary Action Forms, T-Shirt Order Forms, Update Info Forms, etc.
One response per User/Family through the Forms Summary Page: This choice will create the form once for each user/family (depending on your earlier choices) currently in the system. Once they fill out the form they will no longer have access to it. For example: End of Term Survey, Picture Order Forms, etc.
Through a privately shared link: This choice will allow you to send a link to the survey to whomever you would like to fill it out. (This choice must be chosen if you have chosen to have guest/non-users to fill out the form)
Select the correct method and then click Next.
Who will be filling out this form?
Select who you would like to fill this form out. This will determine who has access to the form. For students to fill out the form, you must also allow guardians. To have guests fill out the form, you have to have chosen “To gather information about guests” in the purpose.
Select the correct recipients of the form and then click Next.
When are responses due by?
For a date you would like responses by, you can input that here.
If you do not want to accept responses after the due date, you can check the box next to: Don’t accept responses after the due date.
If you do not want to have a due date, you can check the box next to: No due date.
Your form has been created! To learn how the form editor please continue to Editing a Form.