- Click Admin from the Admin Panel.
Select Manage Visit Form from the Visits section of the Admin page as shown below:
Click Add Visit Form.
When you click on the Add Visit Form, the following screen will appear:
You can select single page or multi page-tab view from the type drop-down to create a visit Form. Single page places all the questions in the Visit Form onto one long scrolling page. Multi-page tab view gives you the opportunity to include questions in separate tabs for better organization. These can be added by question category for simplicity. It is a best practice to select multi page- tab view for efficiency and ease of use by your field auditors.
- You can choose between list and table layout. List layout puts the question and response options in a list from top to bottom. Table layout places the question on the left with the response choices to the right like reading a book. We recommend that you use Table layout for efficiency and ease of use by your field team.
Chapters
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- Click Admin from the Admin Panel.
Select Manage Visit Form from the Visits section of the Admin page as shown below:
Click Add Visit Form.
When you click on the Add Visit Form, the following screen will appear:
You can select single page or multi page-tab view from the type drop-down to create a visit Form. Single page places all the questions in the Visit Form onto one long scrolling page. Multi-page tab view gives you the opportunity to include questions in separate tabs for better organization. These can be added by question category for simplicity. It is a best practice to select multi page- tab view for efficiency and ease of use by your field auditors.
- You can choose between list and table layout. List layout puts the question and response options in a list from top to bottom. Table layout places the question on the left with the response choices to the right like reading a book. We recommend that you use Table layout for efficiency and ease of use by your field team.