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| Step | Instruction | Screenshot |
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| 1 | To create a new form in the system, begin by navigating to Admin > Activity > Forms |
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| 2 | You will see an Add Group button near the far right. Groups are essentially folders, that contain forms. Typically, groups are broken down by various disciplesdisciplines, departments, or categories of form. If you wish to create a new group, simply click this button. |
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| 3 | Select the row that contains an existing group, or the group you just added from step 2 above on the grid. Below, you will now have the ability to add forms within the selected group, on the Activity Forms grid. Select the Add Activity Form button near the right side of your screen to add a new form. You will now have the ability to define the name of the form you are designing. Once you select save, the system will create your new form. You will now be able to select your new form, within the Activity Forms grid. Click your form's name in blue to open your form. Once you are within your new form, you can configure the fields within the form. NOTE: Your new form will automatically have a status of Draft. This allows you to edit and test your new form, before it is released as active to field users on a production level. Once your new form is complete, change the status to Active. |
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| 4 | In order for your new form to exist in the database, the system will automatically create 3 fields that are required on your new form. These fields are as follows:
All fields are configurable, in terms of settings and labels. Practice: Select the pencil/edit icon for the technician field. You will open a window that contains the field settings for this field. Try changing the label from Technician to Inspector. |
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| 5 | The next steps can be found on the table below, as we discuss how to configure more fields to your new form. We will begin by selecting the Add Field button near the right side of your screen. |
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