How to Create Forms?

Forms are an essential feature in MaxPilot that help teams collect structured information from staff or participants, such as incident details, daily reports, surveys, or entry records. This guide will walk you through the step-by-step process of creating a new form, customizing it, and assigning it to specific recipients.

Step 1: Go to the “Forms” Section

From the sidebar menu, click on Forms → List.
This page displays all forms created so far, showing each form’s name, type, sent date, and response status.
If you want to create a new form, click “Add New Form” at the top right corner.

Step 2: Choose Your Creation Method

After clicking “Add New Form,” you’ll be given two options:

Create a Custom Form – Build a new form from scratch that fits your unique workflow.

Choose a Template – Select a pre-made layout to save time.

For complete control, click “Create Form” under Custom Form.

Step 3: Design Your Form in the Builder

You’ll enter the Form Builder page, which is your workspace.
On the left, you’ll see draggable elements such as:

Short Answer & Long Answer fields

Checkboxes

Date Input

File Upload

Signature

Image upload, etc.

Simply drag and drop these elements into the right-side canvas to design the form.

Step 4: Add and Customize Questions

Now, add your actual questions — for example:

“What are your expectations with the company?”

“How long have you been working in aged care?”

“Do you have any allergies?”

Each question can be set as required or optional. You can also preview the form to confirm its structure before publishing.

Step 5: Choose Who Will Receive the Form

Switch to the Recipients tab.
Here you can assign the form to:

Individuals — send to a specific staff or participant.

Teams — assign to predefined groups.

Roles — target users by their job category (e.g., HR, Admin, Carer).

You can even enable “Allow Multiple Response” if multiple people need to fill it out separately.

Step 6: Publish or Send the Form

Once satisfied with your design:

Click Publish to save and activate it internally.

Or click Publish and Send to immediately distribute it to your selected recipients.

After the form is published, a green message will confirm:
✅ “Form created successfully.”

Step 7: View Staff and Assigned Forms

To confirm form delivery or track specific responses:

Go to Staff → List

Select the desired staff member (e.g., Ram Rai).

Inside their profile, navigate to the Forms tab.

You’ll see both Created and Received Forms, along with their status (Awaiting Response, Completed, etc.).

Step 8: Preview or Review Form Responses

Click the eye icon (👁) next to a form to open its details.
This shows all questions and current responses. Admins can verify information or make edits if the form is still in progress.

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