Create Form Packs

Overview

Form Packs allow you to streamline the enrolment and onboarding process by sending multiple forms to a learner in a structured sequence. This is especially useful when several forms (such as induction or learning details) must be completed in order.

Note: Ensure all required forms have been created before building a Form Pack.

User Roles

This feature can be used by:

• Super Admin

Step 1: Initiate a New Form Pack

1. Click Form templates in the navigation menu.
2. Click Create Form Pack.
3. Enter a clear and descriptive name for your Form Pack (e.g., Induction Pack).

Step 2: Select Forms for the Pack

1. Tick the checkboxes next to each form you want to include in the pack.
2. Click Next.

Step 3: Define the Form Order

1. Use the arrows or drag‑and‑drop to set the order in which the learner will complete the forms.
2. Click Next when you are satisfied with the order.

Step 4: Review and Confirm

1. Check the Form Pack name, the selected forms, and their sequence.
2. Click Create Form Pack to finalise.

Step 5: Send the Form Pack to a Learner

1. Select the newly created Form Pack from your list.
2. Choose the learner(s) you want to send it to.
3. Use the Send function to deliver the pack (via direct link or Magic Link).

Once sent:

• The learner receives the first form in the sequence.
• After each form is completed, the next form is automatically sent.
• This continues until the entire Form Pack is complete.

Tips & Notes

• Form Packs save significant time during enrolment by automating multi‑step form processes.
• Ensure each form has the correct workflow assigned before adding it to a pack.
• Form Packs can be edited or deleted if no learners have started them.

Terminology

The terminology used in this article may differ depending on your Centre’s configuration.

Related Articles

• Creating an Enquiry Form
• Send Form to Learner
• Viewing Form Status