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03.Mar.2017 |
Form Functionality Guide
As part of the SPARC request submission process, Form Functionality allows Service Providers to ask their customers service-specific questions that will help them to efficiently and effectively fulfill each request. It provides a flexible and powerful form creation tool and
admin interface to empower Catalog managers and service providers to extend SPARC's data management to meet their unique needs.
Enabling Form Functionality as Catalog Manager
This must be done within SPARCCatalog and is set at the Service level.
1. Pick or create the service in which you would like to add Survey/Form Functionality. If you are creating it for the first time, then it must be saved first before the Survey/Form Functionality option appears in SPARCCatalog.
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2.
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To see a list of surveys and forms that you have access to, or to create a new form or survey, click "My Forms and Surveys" from SPARCCatalog.
3. From "My Forms and Surveys" forms can be edited, added, or deleted. After selecting "
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New Form," you will be routed to the "Form Functionality" page where you can create a new form.
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4. Once "
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New Form" has been selected,
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an access code must be entered for the "Live Editing Form" to populate. Providers can add as many, or as few questions as necessary, as well as choose from the Item Type
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drop-down (i.e. text, yes/no, radio button, phone number, etc.) and choose whether that question is required or not.
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Notes on Form Builder:
A form cannot be saved until at least one question has been added.
Services cannot have multiple forms active concurrently.
A form cannot be edited after it has received its first response.
Here is an example of a form that is fully built.
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Don't forget to activate your form once you are ready to go-live.
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If you have multiple forms built for the same service, the first active service will appear with a link in SPARCCatalog.
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2011-2018 MUSC Foundation for Research Development |
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