Creating and Managing Custom Forms

Rather than using unintegrated survey tools or paper-and-pen to collect data from staff and students for compliance purposes, clients can now build custom forms to support a variety of needs and send them to both students and their evaluators, all directly through CourseKey.

Accessing Forms

1. Once Forms feature access is granted at both a school and user-level, users will see a new “Forms” button under the Applications menu in the global nav bar.
   

   Note: reach out to your Customer Success Manager for more details on accessing Forms.

Building a New Custom Form

1. To create a new form, click the "+ New Form" button on the main Forms page and input the required attribute fields.
   
   Approval Flow: enable this optional setting if your team would like to review form responses for correctness before additionally marking them as Approved or Rejected.
   

   Note: these fields can be edited via the Form Settings tab at any time before a form is published.

2. Once the form is created, users will be automatically redirected to the Form Builder. Choose from a number of field and layout elements to suit your custom form need. At any time while building out the form, you may use the Preview tab to view the form as it will be displayed to participants.
   
   
   
   
   

Distributing Forms

1. Copy Link button: simply distribute the survey link to your survey recipients to begin collecting responses.
   

   Note: Forms must be in published via Form Settings before they can begin collecting responses.

Viewing Form Responses

1. Once responses start coming in, the Responses tab will be populated with entries that correspond with each response.
   
   
   
   
2. Simply click the View Response button to see the individual's response on the form and optionally print for analog record keeping.
   
   If the Approvals setting is enabled on the form, school admins will additionally be able to mark the response Approved or Rejected after reviewing each response (pictured below):
   
   

Frequently Asked Questions

• What if I need to edit an existing form that I've already published?
  
  
  • Once published, a form can begin to collect responses but is no longer editable. However, users can iterate on published forms by duplicating them using the 3-dot menu on the Forms Listing page. Work necessary changes into the new copy before it is published and, if desired, archive the original form if it has become outdated.