From the xCenta Dashboard, click on Tools > Admin in the top right of the screen. 


 

A new screen will appear. From the administration screen, click on Manage Site Form Templates.



A new Page will appear, click Create New Template.



A new pop up will appear, enter the relevant information and click Create New Template.



Form Content


The Form Content tab is where all the question and answers sit what you have created.


The  icon allows you to move elements up.


The  icon allows you to move elements down.


The  icon allows you to delete the element.


The  button allows you to skip to a section you are looking for.


Form Heading


By clicking on the Form Heading this allows you to give the form a heading name.


A new pop up will appear, enter the relevant information into the text box which is free text and click OK. 


 


If you want to create more than one form heading, click the Heading icon.

Follow the steps above on how to change the name of the form heading.


Section


By clicking on Section 1 this allows you to change the name of the section.


This option is a free text option, enter the relevant information and click OK.


 If you where wanting to create more than one section, click the Section icon.


There are a variety of contents you can enter within a form.



Sub Heading


 By clicking on the icon, this allows you to create a sub heading within the section you are in, you can create more than one Sub Headings in each section.



A New Sub Heading will appear, you can change the name of the sub heading by clicking on the New Sub Heading.



A new pop up will appear, enter the relevant information and click OK.



Paragraph


By clicking on theicon, this allows you to write a paragraph within the section you are in.


Click on New Paragraph.


A new pop up will appear, you have a choice of three options on how you want the text of the paragraph to appear on the form. 

Enter the relevant information and click OK.



Statements


By clicking on the  icon, this allows you to add a statement to the section you are in.



Click on New Statement.


A new pop up will appear, New Statement is automatically defaulted to show what a statement will look like, by clicking on the  icon this will remove the statement. You have a choice of two options on how you want the text of the statement to appear on the form. There is not a limit on how many statements you can have.

Enter the relevant information and click OK.



Question


By click on the  icon, this allows you to add questions and answers to the form.



Click on New Question.



A new pop up will appear, the first part of the question is the Question Title, where you can enter the relevant question you are wanting to ask.


The second part of the question is the type of the answer, there is a variety that you can choose from.




By click on the icon, this allows you to create a suggestion list which links up to the Triggers Suggest List (Name) in the question type.



A new item will appear, click New Suggest List.


A new pop up will appear, enter in the suggestion list of the name you entered in the Triggers Suggest List (name).

For example 1A will be entered.



Enter the relevant suggestion in the Item text box, by click the Action tick box this determines the action being created, clicking Add allows you to add the suggestion to that answer.

There is not a limit on suggestions.



Once you have enter the relevant information in the suggestion list, click OK.


The fourth option is Dynamic List..............................................................................


The Fifth option is Date this determines when filling the form out the answer box will be a date picker for that question.



The final option is Time, this determines when filling the form out the answer box will be a free digital text box which will look like __:__ where you will have to enter the time.



Inside a question there are three types of Question Type there is Standard, Parent and Child.



The question type Standard determines the question to be a standard question.




When creating a question there are three types to the question answer which are Required, Read Only and Clear response on form closure?.



The Required tick box means that the question you have created needs to be answered within the form, this will not let you complete the form if this question has not been filled in.



The Read Only tick box means that the question you are answering is read only so you will not be able to select or write an answer.



The Clear response on form closure tick box means that when you have answered a question and you close the form down it will remove the answer you entered.



Web Link


By clicking on the  icon, this allows you to enter a web link for a question.



Click on New Web Link.


A new pop up will appear, there are two text box's they are both free text.

Link Text is what you want to call the link.

URL is the link you want to enter.

Click OK when you have enter the relevant information.


Form Link


By clicking on the  icon, this allows you to enter a link to a different form on the xCenta system that you have created.



Click on New Form Link.



A new pop up will appear, there are two text box's they are both free text.

Link Text is what you want to call or explain the link.

Form Template is to select the relevant form you want to enter into the form you are creating.

Click OK when you have enter the relevant information.



Placeholder


By clicking on the  icon, this allows you to store information through the use of the suggestion list.



Click on the Name to enter the placeholder, this has to correspond with the suggestion list you have created, so the information list is stored in the placeholder.



Enter the relevant Placeholder name and click OK.



Find the relevant suggestion list you have created and enter a Placeholder into the suggestion list, click Add and this will add the placeholder to the item in the suggestion list.

There is no limit on how many placeholder you can have.

Click OK and this will add the suggestion list.




The Settings Tab


The Settings tab allows you to do several things, it allows you to change the name of the form, the description of the form, the form type, if you want to have a review period on the form and it also allows you to choose if you wanted to  Allow review period override to the form.


Template Name determines what the name of the form is called.



Description is a brief description of what the form actually is.



Form Type determines what type you want the form to be, a few examples are Risk Assessment, Checklist, Audit Form etc.



The Review Period (months) allows you to enter a certain amount of months you want the form to be reviewed when you have created the form.

The Allow review period override tick box allows you to stick to the review period on the form that you have entered on the settings tab of that form, if you do not tick the allow review period override, it will look at the review period on the manage site side of the system and whatever you have entered it will look at reviewing the form then.


Once you have changed and entered the relevant information click Save Settings.



The Appendices Tab


The appendices tab allows you to store and attach documents within the form.


Click on Add Appendix.



A new pop up will appear, enter the relevant name of the appendix and a brief description and click OK.



Click on Add Item.



A new pop up will appear, There are two free text entry fields and one drop down option.

Name determines what name you want to call the appendices item.

Item Text lets you explain in detail in what you are adding into the appendices tab.  

Type determines what you are entering into the appendices, there are three types you can choose from, there is Text, Link and File. The type is automatically defaulted to Text.




Link type allows you to enter a link to a different web browser or a different form that relates to the form you have created.




File type allows you to add an attachment to the appendix, for example an image or a documentation on the appendix you have created.



Once you have entered the relevant information to the Add Appendix Item, click OK.




If you are unable to follow these instructions, you may not have the required user permissions. Please contact your Site Administrator.