Gathering consistent and reportable data during events is critical to ensure that events are compliant and efficiently resolved. With Qualio’s new Forms step in Events, users can dictate specific information they’d like their users to complete and be able to trend that data.
Form steps allow for:
Reliability: Companies no longer need to worry about fields being altered (accidentally or on purpose) in Qualio during the event drafting process.
Usability: Users can easily fill out pre-set fields, such as Date fields, rich text fields, numeric fields, etc.
Access: Quality users can extract event details through the form export.
Quick Navigation
Creating a Form Step
When creating or editing an event template, you’ll now have the option to select “Form” as the step type.
After saving the template, click the form step title to open a slide panel and select Start building your form.
For a brand-new form step, you’ll be brought to a screen indicating that no fields have been created yet. If you’re updating an existing form, any fields that have been created will be displayed. Click Add field to create your first form field.
Types of Form Fields
You can choose from the following field types:
Field Type | Description and Examples |
Single line text | A single line of basic text. Examples: Names, Addresses, Department |
Rich text paragraph | Full editing capabilities. Examples: Complaint descriptions, Investigation summaries |
Date | Select a date from a calendar. Examples: Date of Occurence, Date Reported |
Numeric | Enter numeric-only values Examples: Serial or Lot Numbers |
Yes / No | Select Yes or No Example: Is the complaint reportable? |
Attachment | Attach one or more files to the form. Examples: Photos, supplier information, other supporting material |
Dropdown | Select one or more options from a pre-set list. This can be single-select or multi-select. Examples: Department affected, Types of contamination |
You can determine which field options must be completed and which are not by toggling the Required option for each field. You can also add any help text for the field. This could include instructions on what to include/how to complete, images/decision trees, smartlinks to associated procedures, or file uploads.
Completing the Form Step
When an event is created with a form step, the event’s step will initially show the option to Assign the form step, or to begin completing the form.
Assign step: The Event owner can designate ownership of the form itself to someone else
Complete form: The user who clicks this button will be assigned ownership of the form step.
If the step is assigned to another user, the selected user will receive an email indicating they’ve been assigned to the form, which will also be displayed on their Dashboard.
Email View: | Dashboard View: |
Filling out the form
From the email or Dashboard, the assignee clicks the form step to open the page and then selects Edit.
Complete all form fields. N/A as needed
Select Reviewers and Approvers
Click Save and Exit
To send for review, use the 3-dot menu (⋮) to select Send for Review. If no review is needed or has been completed, click Send for Approval.
Once approved, the form step will be complete. If any updates are needed later, the step can be reverted and then re-sent for approval.
Exporting Form Data
To extract data from your form fields, you can export to XSLX from the main Events page. All form fields will be displayed in the right-most columns titled as [Step Name.Field Title].
You can use Excel’s tools to track and trend this data.
Coming in 2024!
Form fields will feed into Qualio’s Analytics tool.
Keep an eye out for Launch Train updates