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Web Based Forms

27/04/20 13:27 Filed in: Tutorials
Create a Simple Form using MicrosoftForms or Google Sheets, both of these web services are very simple to set up and customise. This tutorial will cover the basics but anyone with a bit of Excel or Form knowledge should be able to take advantage of the full feature set and customisation options.
  1. A. Figure out what you want to record: by brainstorming on paper first you'll hopefully avoid having to repeat steps or change things when you remember something.

  1. Make a list of all the items you want to record as these will become your questions, use guidance from the government, trade associations or industry publications etc. Follow Step 1 in the Contact Tracing Tutorial for more info.
  2. Each question allows for a text description, you can use this for providing instructions and/or an example of a way to answer.
  3. Microsoft Forms allows categories, go through your list and put them into groups if required
  4. Create a decision tree if you want the users to ask specific questions based on the previous answer (using logic) e.g. Question 1 is "

Microsoft Forms:
  1. Open the Microsoft Forms web app
  2. Select the 'Create New' tile, this will open the next page
  3. Enter a Name for your form
  4. You can use the description to provide the purpose and/or instructions
  5. Taking the info you created in Step A, Select 'Add New'
  6. A Row of options will now appear, with more available by selecting the dropdown icon on the right, select the type of question or (from the dropdown) 'Section' if you are grouping your questions
  7. Enter the name of the column, then go through each of the settings, and if required add a description
  8. Repeat steps 5 - 7 for each question
  9. If you are using logic, select a question, then the '3 dots', this will open the branching options page, go through your questions and select the branching questions
  10. Define who can use the form by selecting the '3 dots' in the top right corner, a dropdown will appear where you will select 'Settings', choose 'Anyone' or 'People in your Organisation'. You have options for the response and notifications here too
  11. To Share your new form select the 'Share' button in the top right, this opens a sidebar with options to; copy the link, create a QR code, copy code to embed the form in a webpage, or email it
  12. Close the tab or return to the Forms main page when you are finished.

Google Sheets:
  1. Open Google Forms https://docs.google.com/forms/u/0/
  2. Select the 'Blank' tile, in the 'create from new section, this will open the next page
  1. Enter a Name for your form
  2. You can use the description to provide the purpose and/or instructions
  3. Taking the info you created in Step A, edit the first question,
  4. Select the type of question from the dropdown currently marked as 'multiple choice',
  5. Enter the name of the column, then go through each of the settings, and if required add a description
  6. Select the '+' icon in the toolbox to the right of the question box, repeat steps 5 - 7 for each question
  7. Select the '=' icon in the toolbox to the right of the question box to add a section
  8. If you are using logic, select a question, then the '3 dots', this will open the branching pop up, then select which section you would like the user to be taken to
  9. Select the 'cog' icon in the top right corner for response and notifications options
  10. To Share your new form select the 'Send' button in the top right, this opens a popup with options to; copy the link, copy code to embed the form in a webpage, email it, or share via facebook/twitter
  11. Select the Forms logo/icon to return to the main page when you are finished.

  1. I'm happy to take a few questions if you give it a go, but the purpose of this is for you to do it yourself, if you're really stuck or are interested in getting your Quality Management system/documents sorted I'm available to work as a consultant, use the Contact Page to get hold of me.