Create Form Packs

Form Packs allow you to streamline the enrolment process by sending multiple forms to a learner in one structured sequence. This feature is particularly useful during onboarding, where forms such as induction and learning details are required upfront.

Note: Ensure all required forms are created before beginning the Form Pack creation process.
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. Choose the relevant forms by ticking the checkboxes next to each one

2. Click Next

Step 3: Define the Form Order

1. Adjust the order in which the learner should complete the forms using the arrows or drag-and-drop tool

2. Click Next once you're satisfied with the order

Step 4: Review and Confirm

1. Verify the details, including the Form Pack name, the forms included, 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 a direct or Magic Link

Learners will receive the Form Pack and complete each form in the set order.

• After each form is completed, the next one in the sequence is automatically sent

• This continues until the entire Form Pack is complete