What are Custom Forms?
The Custom Forms tool is a new feature in CS360. It allows you to create new forms and/or modify existing forms by choosing from a wide variety of fields. It also allows for data validation and conditional display logic. Form templates can be created and used for Client Assessments and/or any other forms that an Agency uses for their clients. N.B., to enable this feature and to start creating new form templates from Settings, a user requires Admin permissions.
Custom forms can also be created for you by our Professional Services team. Please reach out to Support to discuss your needs and get an estimate.
How do I set up a Custom Assessment Form?
The Custom Assessment Form allows you to create and modify the current Assessment form by choosing from a wide variety of fields, also allowing data validation and conditional display logic.
Enable/Disable Custom Assessment Forms
Enable Custom Assessment Forms by navigating to Admin Settings > Client > Custom Forms - Custom Assessment Forms.
Use the checkbox to enable or disable the feature to use custom assessment forms.
Create New or Modify an Existing Assessment Template
User(s) can create new templates from scratch or use an existing one to create new templates depending upon the needs of the Agency. Note: You can set up as many active assessment templates as you like.
Create a New Client Assessment
If “Custom Assessment Forms” are enabled, only then can you use the new template by navigating to Client Profile > New “Observation.” A new dropdown will appear allowing you to select the appropriate “Assessment Form” template.
All forms created in the Settings with Type as “Assessment” and Status as “Active” will be available in the dropdown.
Upon clicking “Save and Next,” the window will open to complete the assessment.
Once a new assessment is saved, it will be added to the existing grid. The existing Assessment flow remains the same and should be taken into consideration.