Creating a New Form in Form Builder

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Where can I find the Form Builder Utility

You can find the Form Builder Utility within the Provider Build tab in Settings

Settings > Provider Build > Utilities > Form Builder  

You may also find the Form Builder Utility in the "Forms" section in the Provider Build tab and selecting the "Build Forms" button

Only some user roles have access to this area of SETWorks and the enabling of certain privileges may be required as well, please contact your Administrator for further details.

Creating a Form

1. Description: This is where the title of the Form is created. (Provided example/context)
   
2. Entity Type: A drop down menu display who the Form applies to and where in the SETWorks the Form will be accessed.
   
1. Activity Record: Forms are available for select Billable Activity Records and can be added in the Forms tab of the Record (if available)
   

The Privilege "Show Forms tab in Activity Record" must be activated for your role in order to add Forms to select Activity Record, please contact your Administrator for assistance

1. Consumer: Navigate to the Consumer's Profile you would like the Form to apply to and click the Forms tab.  From here, select the Form you created from the drop down menu  and click "New Form".
   
2. Department: Navigate to the Department Management page and select the Form tab.
   
3. Employer: Navigate to the Employers page and select Form tab.
   
4. Provider: Found within the Providers Files page and under the Forms tab.
   
5. Staff: Applies to Staff Members and is accessible by clicking the Forms tab within the Staff Management page.
   
6. Confidential Consumer: Navigate to the Forms Tab in the Consumer Profile.
   
7. Confidential Staff: Navigate to the Forms Tab within the Staff Management page.
   

1. Active: This box must be checked in order to access your Form, if this box is not checked the Form will be inactive/not visible for creation.
   
2. Consumer Authorization Applicable: Check this box if the Form being created contains data from a Consumer's Authorization.
   
3. Consumer Job Placement Applicable: Check this box if the Form being created contains data from a Consumer's Job Placement.
   

Choosing to include a Consumers Authorization or Job Placement allows for certain questions to have data auto populate if configured to do so. (See - Question Control: Predefined Answer section in Question Type Creation & Question Control Options)

1. Use Single Date Not Date Range: Check this option if you would like the Form being created to include all available data from the a specified date.
   

If you would like the form to only pull data from a specified date range do not check this box.

1. File Upload is Applicable: This is a great option to activate if you would like associate files with the Form you are creating. (e.g. - Add a resume or job application to have on file with a Form consisting of employment information)
   
2. Show Signature Initials Instead of Name: Check this box if you would like the Form to show signature initials instead of full names.
   
3. Distribution Lists to Deliver Form to: Use the drop down box to select which Distribution Lists you would like the Form to be sent to.
   
4. Deliver Form to SETWorks Internal Message: Check this box to deliver the Form through SETWorks internal messaging system.
   
5. Deliver Form to Email: Check this box to be able to send the Form through email.
   

Select "Save" if you are happy with the above Form settings or click "Cancel" to start over.

All information will not be saved if "Cancel" is selected.

The next step in the form building process is to add a question.

Related Articles:

Creating a Question