1 User Forms (v8.0)
2 User Profile Forms (v8.2)
3 Attach User Level Forms
4 Data Entry
- 4.1 User Forms
- 4.2 User Profile Forms

User Forms (v8.0)

You can collect additional data about users as per local needs. E.g., training details such as year of training, certification, and so on.

By default, the user training details form is installed during the upgrade. This form can be edited as per local needs. If you want to create a new form, you can refer to the wiki page.

User Profile Forms (v8.2)

The ‘User Forms’ can only be added/edited/deleted by the super or institute admins. These forms are used to track user-related details like training, additional information, etc.

The 'User Profile Forms' feature helps regular users to add/edit/delete forms. These forms could be created to receive feedback from the end-users, receive training requests, etc.

Attach User Level Forms

After creating a form based on your requirements, you can attach the form to the "User Forms" or “User Profile Forms“ levels.

Click on the spanner icon next to the form.

Attach the form at the "User Forms" or “User Profile Forms“ level.

You can add this form for all the institutes, or you can select the specific institutes.

To capture more than one record, you can select the "Multiple records allowed" checkbox.

Data Entry

Once you attach forms at the "User Forms" or “User Profile Forms“ level, you will be able to see those under the respective tabs from the user’s overview page. You can click on the form and do data entry.

Super Admins and Institute Admins can access both user forms and user profile forms.
Regular users do not have access to user forms.

User Forms

Sign in as Super admin or Institute Admin
Navigate to the "Users" card.
Select the user for whom you want to capture the training data.
Click on the "Forms" tab from the User's overview page.

The orange colour dot beside the form suggests that it's pending for data entry. Click on the "Add" button.

The form will be displayed for data entry. Click on the save button once you enter the details.

The form will now display a green with details such as form filled by, date of completion. Click on the edit button to edit the form, or Delete to delete the form. If multiple records are enabled, a new data entry can be performed for the same form by clicking on the ‘Add another’ button

User Profile Forms

As a regular user, you can access your user profile form by clicking on the profile icon and selecting your account as shown below:

Click on the "Profile" tab from the overview page.

The orange colour dot beside the form suggests that it's pending for data entry. Click on the "Add" button.

The form will be displayed for data entry. Click on the save button once you enter the details.

The form will now display a green with details such as form filled by, date of completion. Click on the edit button to edit the form, or Delete to delete the form.