Adding Forms in Collections

Collections allow you to create and store pre-loaded content for use during an event or incident. Creating them in collections allows them to be used across multiple channels and to be included in Plays

🔑 ACCESS LEVELAccount Owner or Editor

ℹ️ NOTE: When organizing using folders, ensure that forms are placed within those folders. Failure to do so will result in the inability to include them in Plays.

To do this:

  1. Go to the Admin Area
  2. Expand Collections
  3. Click on Forms
  4. Click +Add
  5. You can organize your forms into Folders or add the forms directly into the Form Collection
    1. Creating Folders may be helpful to organize the Forms by incident types
  6. Select the Form from the +Add dropdown
  7. You may need to update the Header Date, this gets automatically loaded with today's date but since these forms may be used at different times you don't want that pre-filled
  8. Now you can include these forms in your Plays 
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