Enabling Form Functionality as Catalog Manager

This must be done within SPARCCatalog and is set at the Service or Organization level. Requires Catalog Manager rights to access this space.

1. 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.

2. From "My Forms and Surveys" both surveys and forms can be edited, added, or deleted. After selecting "New Survey" or "New Form," you will have to create a new survey or form.

3. Once "New Survey" or "New Form" has been selected, 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 drop-down (i.e. text, yes/no, radio button, phone number, etc.) and choose whether that question is required or not.

New Survey	New Form

Notes on Form Builder:

• Both Surveys and Forms allow live editing.

• Organizations/Services can have multiple forms active concurrently.

• A Form cannot be edited after it has received its first response.

• A new Form version can be created if changes are needed, post first response.

• Surveys and Forms must be activated in order to be utilized. In addition, each must be disabled before a new version is able to be activated.

• Surveys and Forms can be configured to determine authorized user roles and requester to send the survey or form for response.

Form Example(s):

Don't forget to activate your Survey/Form once you are ready to go-live.

Survey activation

After activation, the Survey must be applied to a given organization in SPARCCatalog.

SPARCCatalog Surveys Section

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