Forms
Forms and surveys you are asked to answer, responses waiting for your approval, and the forms you run.
Answer a form you are asked
- Open To answer.
- Press the form.
- Answer its questions.
- Press Send.
Then: The form's thanks shows in its place, and the list marks it Answered.
Approve a response waiting for you
- Find it under Waiting for you, at the top.
- Press it to open the response.
- Read the answers.
- Add A note for them (optional) if you want to.
- Press Approve or Not this time.
Then: The person who sent it is told, with your note. If the form makes a task once a response is approved, it is made now.
Who: A response waits for you when you hold the form's approving role at its unit or above it; never your own.
Start a new form or survey
- Press New form.
- Choose the Unit that keeps it.
- Give it a Title.
- Choose Who answers it: its unit's people, a team, or anybody with a public link and QR code.
- Check An anonymous survey if no answer should be traced to a person.
- Press Start form.
Then: It opens as a draft that only you and the others who run forms there can see. Add its questions, then publish it.
Who: Only people who hold Run forms at a unit can start a form there.
Grace runs a staff survey for their region: an anonymous survey for its unit's people. Nobody's name is kept with the answers, each keeps only its day, and the results show in groups of five.
Find a form you run
- Open Forms you run.
- Search by title, or filter the list.
- Press the form to open it.
Then: Each card says whether it is a draft, live or closed, who answers it, and how many responses it has.
To answer lists live forms that ask you: those of your unit or a unit above it, and your teams'. Forms you run and New form appear only where you hold Run forms; a pulse survey's rounds are listed only for HR there, the Owner and Admins. Waiting for you lists responses whose approving role you hold at the form's unit, never your own.