Components of a Form 

Forms allow Admins to collect aggregate data on the participants of their engagements. Forms can be sent to anyone. 

Form question types consist of:

  1. Text Questions
  2. Single Choice Questions
  3. Multiple Choice Questions
  4. Drop Down Questions

Pro Tip: Admins can set questions to Required which will not allow users to complete the form without answering all the required questions.

 

Confidentiality

Forms can be set to Confidential or can be viewed by all users within an engagement. If a form is set to confidential only the Global Admin can view the form results. 

Global Admins can see Confidential forms in My Resources, Shared with Me, or Admin Resources

Global Admins can change the user roles of their employees to give them Admin permissions to access form results. 

Location Admins can add Confidential forms to engagement programs if a Global Admin places the form in Admin Resources from the Resources page.

Location Admins can view Public forms if a Global Admin places the form in Admin Resources from the Resources page.

To learn more about User Roles click here.

  

Creating Forms

Here are 7 steps to create a form:

1. Log into the app at app.coachlogix.com.

2. Click on Resources.

3. Click on Add Resource.

4. Click on Create Form.

5. Add a Text Question, Single Choice, Multiple Choice, and/or a Drop down Question.

6. Admins can optionally set the privacy of the form by clicking on the Lock Icon at the top of the form.

7. When an Admin is ready to use a form in an engagement, they can add recipients to forms from within the company or add anyone by email.

To learn more about sending forms click here.

  

Managing Forms

Form responses can be viewed by looking in the Resources page where the form is saved.

Here are 3 easy steps to manage your forms:

  1. Click on Resources.
  2. Select a form with responses.
  3. Click Responses.

To learn more about program items click here.

 

Downloading Forms

Download forms from multiple different places, including Engagements, Resources, and Reports.

Here are 5 steps to download a form from engagements:

  1. Log into the app at app.coachlogix.com
  2. Click on the desired engagement
  3. Choose a form to download. 
  4. Click the eye icon to view the form submission. 
  5. Choose download form as a CSV file

Here are 5 steps to download a form from resources:

  1. Log into the app at app.coachlogix.com
  2. Click on Resources tab on the left hand toolbar.
  3. Choose a form to download. 
  4. Click Responses. 
  5. Click on the download icon to download the form.

Here are 4 steps to download a form from reports: 

  1. Log into the app at app.coachlogix.com
  2. Click on the Reports page. 
  3. Choose Form Submissions in the Report Type drop down menu. 
  4. Choose the download icon on the top right corner. 

  

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