Forms in Compass allow you to collect many different types of information from participants. In this article, we will describe the primary components of forms.
There are 2 types of forms that can be created:
- Participant-specific - These forms are collected for individual participants and are directly tied to a participants record.
- Anonymous - Anonymous forms are collected for participants, but are not tied to a specific participant's record. They will be associated with the workshop that the participant is assigned to.
When creating/editing a form, you'll be presented with an "Anonymous Form" option. If this option is checked, the form will not be displayed next to participant names. Instead, it will be displayed in the "Anonymous Form/Survey" section in each workshop.
The Form Builder in Compass comes with many different presentation and question types, such as:
- Survey/Likert Tables
- And more...
In addition to general question types, there are a number of pre-built questions to allow you to build demographic and reporting surveys for programs like:
- CDSME - A number of pre-built questions are created for CDSME programs such as Age/DOB, Sex, Gender, Race, Education Level, Chronic Conditions, and other disability questions.
- NDPP - NDPP has a number of eligibility questions that need to be reported to the CDC. We have created pre-built versions of these questions, such as Age, Sex, Height, Weight, Location, and Eligibility questions.
Details about the different question types available in Compass can be found in this dedicated Help Center Article.
Each Form in Compass will have one or more "revisions". A Form revision is a snapshot of how a form is presented to participants for a particular period of time.
For instance, when you initially create a form, you'll add certain questions to the form based on the reporting requirements of your agency at the time. However, as reporting requirements change, the questions presented to participants will also need to change. Your organization will want to change the questions on a form without affecting the previous responses, as well as any in progress workshops that are not yet using these new changes.
This is where the Form Revisions feature comes in. You'll create a new revision of an existing form, modify it to fit your new needs, and select a date it goes into effect. From there, only new workshops after the effective date will see the new changes.
An example of a form with multiple revisions.
Other Form Settings
In addition to the settings and features described above, there are several other key settings for forms that allow you to control how and where they display:
- Programs - Specify which programs should use forms you create.
- Languages - Specify which workshop languages the forms you create apply to.
Now that you have a basic understanding of the features that Forms in Compass provide, let's dive into other topics related to building forms: