This article explains what is a form, when it's used and where can we find one.
What is a form?
A form is a document that it has no cadence (like 'Coaching') is attached to it. These can be used on an adhoc basis for tasks similar to a File note, Return to work conversations etc. These are generally hidden away and cannot be accessed via the 'Team Yaktivity' widget.
How to create a form?
A member can create a form for themselves from the 'Me' Dashboard or A leader can create a form for their team members via the 'Team' Dashboard.
Member - Me Dashboard
- On the 'Me' Dashboard, navigate to the 'Coaching & Forms' widget.
- Click on 'Assign/Create Form', besides the 'History' button.
- This will bring up a window with the list of forms available for you to choose from, as below
- Click on the '+' symbol next to the relevant form to open the template.
What happens when you create a new form and a draft already exists?
- Once you click on the '+' symbol as above to create a form and if a draft already exists, it will show up on your screen as below
- You can either click 'Resume' to continue with the conversation you might have logged or click on 'Delete' to remove it.
- Alternatively, you can choose to click on 'Start fresh' to start a new conversation.