Creating Form Templates

Last Updated: September 7, 2023

Overview:

The first step in creating performance cycle in Omni is creating form templates. We'll look at how to create form templates, and see the different tools you can utilize to customize your templates.

Creating Form Templates:

• Go to Performance > Form Templates > Add Form
  
  

• Input the Review Form Name and Description (optional).
  
  

• Click Add Section. A pop-up will appear where you should input the Section Name and Description (optional). Feel free to add as many sections as needed. These are where the questions will be categorized into.
  
  

• Click Add question within a section you want to add questions to.
  
  

• Input the Question Name and Description (optional), then choose the Question Type. Question Types are the following:
  • Text Input - Allows the user to input free text answer. 
  • Single Choice - Allows the user to choose a single answer from a list of options. You may add "Other" option, comment section, and require a comment.  
  • Multiple Choice - Allows the user to choose multiple answers from a list of options. You may add "Other" option, comment section, and require a comment.  
  • Rating - Allows the user to choose a numerical score. The allowed minimum scores are 0 and 1, while the allowed maximum scores are 5-10. You may add a comment section, and require a comment.
      

          Click Save. Do the same for other sections you have created to add questions.

• Once done adding the questions, click Save. The newly created template should now appear in the list of the Form Templates.
  
  

Related Article(s):

• Adding a New Cycle

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