Summary:
Learn how to use Ritten's form builder. This page covers form building basics, standard and custom sections, required questions, loading previous answers, and form configurations.
*Your Ritten team tries to keep this page as updated as possible, however the form builder in your platform might have new features not discussed in this tutorial*
How to use the form builder
Video Walkthrough
Reading Walkthrough
1. Click in Configurations
2. Click on New Form to create a new form
3. Click the plus sign to add in any standard or custom sections
More info about custom sections below this walkthrough
4. Click on Configuration button
This will allow you to add signature requirements, enable the form for the portal, or set recurring due dates.
5. Toggle The Portal on to enable forms to be sent via the portal
Forms will NOT be able to send via the client portal if this toggle remains off
6. Click the plus signs to add client and staff signature requirements to a form
7. Click "Add a staff signature" to open up the list of available roles
8. Select any signature requirements desired (multiple options allowed)
Form's will not be marked complete until all signatures are completed, allowing you to accomodate advanced compliance requirements
9. Click "Add signatures" to confirm your signature choices
10. Click the plus sign under due date to add in a default form due date.
11. Don't forget to name your form!
12. Hit "Save Form" once all sections, signature requirements, and configurations have been added
13. Once saved, your new form will be in your forms library!
Here are some additional articles that may be helpful:
Loading previous form content into new forms
1. Log into Ritten
2. Edit a form in Configurations Forms
3. Click on Load Previous Data for the desired section
4. Selecting the option will load data from the previous instance of that note for that client
5. Click on Save Form
How to Add Signature Requirements to Forms
This video walks through how to add signature requirements to forms.
Adding Role Signature Requirements to a Form
Overview
Role signatures add requirements for which users in the systems must sign a form to complete it. Multiple signature requirements can be made inline (e.g. multiple roles in one requirement) for an "OR" requirement, and in single-line (e.g. a single role per requirement) for an "AND" requirement.
1. Go to Ritten
2. Click on Configurations
3. Go to the forms tab and select a form to edit (or create a new one)
4. You can delete existing signature requirements by clicking the trashcan.
5. Click on tablist
6. Select any signatures and add them. Multiple signatures in the same requirement will operate as an "OR" rule. Adding multiple *separate* staff signature requirements will operate on an "AND" rule. Click the blue add signature button.
7. Click on Save Form
