Forms Module Overview

In your Incident Management account (Operations Center platform) you can create forms. These could include ICS forms, meeting schedules, action plans, executive summaries etc. 

Customizing the Form Template

Each form has a Template which outlines its layout. The articles below may help in customizing your form templates: 

• Creating a New Form
• Customizing Form Templates
• Customize Conditional Formatting of a Field

Pre-Loading Collections Data

Collections are used to pre-load data into a Form. For example you might have a Meeting Schedule and you could enter all the unchanging details into the collections in advance. They are then available pre-loaded to import during an Incident.  The articles below may help in configuring and populating your team's data:

• Creating Collections
• Importing Collections into a Channel
• Including Collections in a Play

Using Forms

When you come to use a Form during an event you should first add it to your channel, or start your channel with a Play that includes it. The articles below may help in using the forms module:

• Taking a Snapshot
• Duplicating a Form
• Adding a Form to a Channel
• Printing to PDF
• Sharing by Email and Public Link
• Viewing the Audit Trail
• Sorting Forms View