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Using Form Builder

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Form Builder is a robust and flexible all-in-one data collection tool that allows you to administer, distribute, and capture valuable data from your athletes that are in your platform. The types of forms that you can create include journals, assessments and surveys. Form Builder provides you with the flexibility to collect any type of athlete data that you can imagine. Once all of this data is captured, it is then available for use with reporting tools as metrics for analysis. Whether you're logging data for many athletes at once at a training session, sending surveys out to your team or asking your athletes to log information in a daily journal, Form Builder provides you with the ability to manage forms and capture data effectively.

You can manage all aspects of your forms from one place - administration, form creation, scheduling notifications and logging/collecting data is all possible from the Form Builder main screen. 

In this article:

Form Administration

As an administrator you will find all of the forms that you have created or have been given access to in one overview. This is where you will also create new forms and manage your existing forms. There are three form types available for selection. Selecting a Form Type helps you organize the various forms you create.

TYPES OF FORMS:

Assessment: An assessment is typically used to collect metric data on individual athletes or many athletes at once. Often these forms are filled out by staff on behalf of others.

Journal: A journal is typically used to collect metric data on a recurring basis (daily or weekly for example) and often filled out by the athletes themselves.

Survey: Surveys are typically used as a one time metric data collection tool often created in the form of a questionnaire and filled out by the athlete themselves.

To view and manage existing forms, follow these steps:

  1. From the navigation bar, click on Collect and then select Forms
    Form_Builder_Access.jpg
    The Form Builder main screen displays:Form_Builder_Overview.jpg

  2. Click the Form Management icon, Form_Builder_Manage_Forms_Button.jpg beside the desired form.

    Form_Builder_Manage_Menu.jpg

From the Form Management menu, you can:

  • Create new log entries and view existing logs.
  • Give others in your organization access to the form.
  • Create notification schedules for your athletes to complete forms.
  • Edit, duplicate and delete existing forms.

Creating New Forms

 A new form is created from the the main Form Builder page. To create a new form, follow these steps:

  1. Click Create New Form.

    Form_Builder_Create_New_Form_Button.jpg

  2. In the Set Up Form page, fill in the Form Name and Form Description, and then select the Type of form you are creating from the drop-down menu (Assessment, Journal or Survey).

    Creat_Form.jpg

  3. Use the toggle switch to indicate whether the form will be used for a single athlete or for multiple athletes. Changing the Multi Athlete Entry to YES will display athletes and metrics in a table format when logging data.

  4. From the Metric Source drop-down menu, select the source that the metrics within the new form will be allocated to. Metric sources already in your platform are available in the drop-down menu for selection, or select "Use Form Name as Source".

    Metric_Source.jpg

  5. If applicable, include a segment for the data being collected by entering the segment name in the Segment text box. Naming segments according to the time of day or event (i.e. practice) is recommended.This will allow you to compare data in your reports for the same segments across different days.

    NOTE: Segments are used in reporting to differentiate metric data collected on a person at different periods of time throughout a single day. Only use segments if you are collecting data for the same person, more than once per day. 
    We recommend naming segments according to the time of day or event (i.e. practice). This will allow you to compare data in your reports for the same segments across different days. When searching for your segmented data in Reporting, after selecting your metric(s) you must select any or all segments you wish to report on.

    Picture9.jpg 
    If metric data is collected for a person more than once on a single day and segments are NOT used, each new entry will override the previous entry for that day.

  6. Click Create New Form at the bottom of the set up form. The form is now set up and ready to add elements.

    Create_New_Form_button.jpg

Adding Form Elements

Once a form is set up and saved, elements can then be added to complete the form creation. The following elements are available:

  • Text
  • Number
  • Toggle
  • Multiple Choice
  • Drop-down
  • Slider/Ratings
  • Body Map
  • Calculated Metrics

NOTE: If Multi Athlete Entry is enabled, only TextNumber, and Calculated Metrics are available as element types to add to the form.The main benefit of enabling multi-athlete is that you can collect multiple data points for multiple athletes in a single table. This speeds up data collection at a single event such as a training session.

Text Element

The text element is used to capture text data when a user fills out a form. 

Text_Element.jpg

Number Element

The number element is used to capture numeric data when a user fills out a form. Decimals and/or integers of any length can be captured using this element.

Number_Element.jpg

Toggle Element

The toggle element is used to capture binary data. Users filling out a form are presented with a toggle button allowing them to choose one of two options. Enabling the Value Map switch during form setup allows you to map these options to an assigned value for reporting purposes. For example, the toggle could be labeled yes/no and values assigned as 1 and 0. Once Option 1 and Option 2 are entered, the Default Position can be changed. The option in the Default Position is the default selection presented to the user when completing the form. 

Toggle_Element.jpg

Multiple Choice Element

The multiple choice element presents users with a list of choices to select from when filling out a form. During form setup, this element can be configured with value mapping for the choices, enabled for multiple selections, and orientation of the element selected (horizontal or vertical).

Multiple_Choice_Element.jpg

Drop-Down Element

The drop-down element presents a drop-down list of choices to select from when filling out a form. If Multi Select is ON, users will be able to select multiple answers from the drop-down list. If Multi Select is OFF, users will only be able to select one choice.

Drop_Down_Element.jpg

Slider/Ratings Element

A slider/rating element is useful for obtaining subjective data, particularly when athletes are self-reporting information in a journal. An example would be rating the quality of their sleep from the night before or their Rated Perceived Exertion (RPE) from a practice. There are a number of options available for customizing the slider/rating element, including pre-defined colour schemes and gradients.

Slider_Element.jpg

Calculated Metric

A calculated metric element can be used to perform calculations based on other metrics that are derived in the same form. Calculations are stored and based on values entered in the form by the user. Once data is logged, the calculated metric will be automatically added to the Metrics Management page. The entry in the "Metric Name" field when adding the element is what will show in Metrics Management and reporting. 

NOTE: A calculated metric created in a form cannot be edited in Metrics Management. You must edit the formula in the actual from if you want to make any changes. In cases where the same formula is needed for calculation of values derived from sources other than the form, use Calculation Builder in Metrics Management to create another instance of the metric with a different label. You will then be able to edit this instance of the calculated metric in Metrics Management.

Calculated_Metric_Element.jpg

Body Map Element

The body map element presents users with a body diagram when filling out a form. The user can indicate one or more body parts and identify the level of soreness they are experiencing as well as whether or not they are experiencing any pain. 

NOTE: Only one body map element can be added on each form.

Body_Map_Element.jpg

Granting Access

Granting access to forms allows users to interact with the form based on their permissions. Users with Form Management capabilities are able to edit, copy, and log data for that form. Athletes who have been granted access to a form from the Form Access page are able to log data for themselves. The form will appear in their athlete profile under the respective tab based on the form type (Assessments, Journals, or Surveys).

To grant access to a form, follow these steps:

  1. From the Form Management icon Form_Builder_Manage_Forms_Button.jpg, select Form Access. 
    Form_Builder_Manage_Menu.jpg
    The Form Access screen displays:

    Form_Access.jpg
  2. Click the user icon, Users_icon.jpg to select individual users to grant access to or click the group icon, Group_icon.jpg to grant access to groups such as organizations, leagues, positions or roles within your platform.

  3. Once users or groups have been selected, click Grant Access.

    Grant_Access_Button.jpg

  4. Select Schedule Notifications or No, Return to My Forms.
    Form_Access_Granted_message.jpg

Scheduling Notifications

With Form Builder you can schedule flexible and automated notifications to your athletes, including the ability to schedule and send multiple forms. Notifications for athletes to complete forms (log data) can be sent by SMS or email. Use the notifications functionality to schedule multiple notifications per form to different users/groups and on different schedules. Notifications can be sent out on a recurring basis (a daily journal for example), once (a pre-participation questionnaire), or immediately.

To schedule notifications, follow these steps.

  1. Click the Form Management icon Form_Builder_Manage_Forms_Button.jpg next to the form in the Form Name column and select Notifications.
    Form_Builder_Manage_Menu.jpg

    NOTE: Athletes must have been granted access to the form before notifications can be scheduled to them.

  2. View information of all notifications already associated with the form and the notification status (Active, Inactive,Complete).

  3. Click Schedule Notification located at the top of the Notifications page. Form_Notifications.jpg

    Schedule_Notification_Window.jpg
  4. Click Users_icon.jpg to select athletes to send the form to or click Group_icon.jpg to select groups/organizations to send the form to. The user or group must have been granted access to the form to be able to select for notification.

  5. Enter a Notification List Name and select the Frequency (Recurring, One Time, or Immediate).

  6. For Recurring frequency, set the Time the notification should be sent, the Timezone the athlete will be in, the Days the form should be sent on, and the time frame (Start/End Date).

  7. For One Time frequency, set the Time, Timezone, and Date. To send notification immediately, no other settings are required.

  8. Select Format the notification will be sent, Text (SMS) or Email.

  9. Click Schedule Notification.

    A confirmation displays with the option to schedule another notification for the form or return to forms.

    Notification_Confirmation.jpg

Form Notification Logs

For forms that you have access to, you can view the notification logs for all form types in one location. From the Admin tab, expand Data Management and then select Form Notification Logs.

Form_Notification_Logs_menu.jpg

The Form Notification Logs page includes date, form name, notification name (entered when the notification was scheduled), type of notification (Email or SMS), sender and sent status. The sent status includes a link to more details on the successful vs unsuccessful notifications. Also, a pop-up displays listing successful and unsuccessful recipients.   

FormsNotificationLog3.png

NOTE: In cases where the notifications are reported as successful, but users did not receive the SMS or email, confirm the accuracy of the mobile number or email address in the recipients profile. For unsuccessful notifications, you will need to resend the notification for those particular users.

Completing Forms / Logging Data

Logging Forms

  1. Click the Form Management icon Form_Builder_Manage_Forms_Button.jpg next to the desired form and select New Log Entry.

    Form_Builder_Manage_Menu.jpg
    The New Log Entry page displays:
    New_Log_Entry.jpg
  2. Click the Members/Groups drop-down list to select individual or group to log data for. 

  3. Select Date to log data for.

    NOTE: New log entries can also be initiated from the athlete's profile under Journals, Assessments, or Surveys depending on the type of form.

Single Athlete Logging

Single_Athlete_Logging.jpg

 Multi Athlete Logging

Multi_Athlete_Logging.jpg

Video Demo

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