Acuity One45 - Form Building

This document outlines how to build forms for evaluations, surveys, and assessments within the Acuity One45 system.

Acuity ONE45 Logo

Create a New Form

  1. Click on the Forms tab at the top white menu bar.
  2. Then, click on the Forms link in the dark blue navigation pane on the left side of the screen.
  3. Finally, click Create new form.
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  4. The Form Builder will open in a separate window.
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  5. Enter a name for the new form in the Form name field at the top of the form builder.
    1. Please utilize the current naming convention which includes the type of form (Assessment, Evaluation, Survey, Student Services), the Phase, then the name of the survey. Click Shift, then the backslash key to get the "|" symbol. 
    2. Example: "Evaluation | Phase 1 | Unit Assessment"
  6. Click on the Click to add question or text here to add your first question
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  7.  The first question on your form should be the form title. It can be the same as the form name or it can be different. To enter a form title, choose the Element type as text and the Text style as form name. Enter the title in the Element text box. Click Save.
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  8. To add your first question or instructional text to the form hover your mouse over the area you want to insert a new question and click on Click to add question or text here.
  9. The Create new element interface will be launched to add the new question or text. Select the Element type and a predetermined text style for the question, or leave the text style as plain text and enter HTML for the question. Enter the question or instructional text into the Element text box.
    For detailed information on the question types available, please navigate to the next Collapsible Menu
  10. Click on Save to save that question and move to the next.
  11. Click on a question after it has been saved to open up the editor. Here you can also delete the question by clicking on delete (cannot undo).
  12. As you save questions, your form will automatically be saved so you may leave and come back later and not lose your form data.
    1. Due to the Autosave function within the form builder, when you are done with a form, you can close the page or navigate away. There is no final save button. The form will show up in your Active Forms.
  13. The new form will be saved under Forms tab > Forms button > Your Active Forms.

Question Types in the Form Builder

Text

This is used for text that does not require a response, such as the form name, instructions, category titles, etc... There is no type of reporting for these types of questions.

Select Text as the Element type; enter the text in the Element text field.  You may choose the font that you wish to use by clicking the T which will open a dropdown menu with several different text options.

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Short Answer Question

This provides the user a small text box to give a short answer. When you report on a form that uses this type of question, you will see each answer separated by bullets.

Select Short text question as the Element type; enter the question in the Element text field.

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Paragraph Question

This provides the user a large paragraph box for longer answers such as comments. When you report on a form that uses this type of question, you will see each answer separated by bullets.

Select Paragraph question as the Element type; enter the question in the Element text field. 

Character limits are not available within Acuity One45 Form Building.

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Dropdown Question

This allows the user to choose only one item from the dropdown list.  When reporting on a form that uses this type of question, you will see the number of times each response was selected.

Select Dropdown question as the Element type; enter the question in the Element text field and enter as many choices as needed in the choice list. 

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Radio Button Question

This allows the user to choose only one item from the list of radio buttons.  When reporting on a form that uses this type of question, you will see the number of times each response was selected.

Select Radio button question as the Element type; enter the question in the Element text field and enter as many choices as needed in the choice list. 

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Checkbox Question

This allows the user to choose one or many items from a list. When reporting on a form that uses this type of question, you will see the number of times each response was selected.

Select Checkbox question as the Element type; enter the question in the Element text field and enter as many choices as needed in the choice list. 

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Likert

Likerts are used for scale questions. When reporting on a form that uses this type of question, you will see the number of times that each selection was picked as well as the number of times the question was answered and the overall mean or average for each question.

Likert Format Options

When adding likert questions to your form, it is important to have an idea of how you want the question to appear. There are three different ways to display a likert question:

  • Grid: The the most common way to setup a likert question is in a grid, where the answers appear along the top of all the questions. Each individual question that uses the same grid will display a radio button under each answer option.
  • Standalone: This question type removes your ability to add headers to your scale. It will display the text of the question about each radio button with a numbered scale.
  • Vertical Standalone: This question type will flip the scale to appear vertically, with the question text at the top and each possible answer on the scale underneath, starting with the answer furthest to the left.
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Build Likert Questions

Once you have the basics of your form started, you can follow these steps for creating a likert question. Have the form open in edit mode:

  1. Hover your cursor under the text or question where you want your likert question to appear. You will see a light grey line appear that says Click to add question or text here - click this to create a new element.
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  2. Select the necessary details:
    1. Choose Likert question from the Element type dropdown
    2. Add your question text to the Element text box
    3. Choose whether the question is mandatory or not
    4. The display question defaults to grid as it is the most common type of likert; if you would like a standalone or vertical standalone question, you can choose that option as necessary
  3. The next step is to create your scale. Add in the text or numbers you would like to see represent your scale:
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    Please note: the scale will only accept whole numbers.
  4. To add more options to the scale, click the green plus icon (seen above)
  5. To remove options, hover your curse over the box and click the red minus icon option
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  6. If the evaluator is allowed to defer the question, it's best to add a true n/a to the scale by clicking on the Add n/a button to the left of the scale. It is important to use this option rather than adding it to the first box in the table as a true n/a will attribute no score to the question rather than a zero, which would affect the overall score calculation and will trigger a low performance flag where flagging is turned on. The n/a option would never be place at the far right of the table.
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    Tip: click inside the box to edit the text i.e. n/a can become all caps N/A or any preferred text
  7. Note the Heads up! warning that reminds you to order the scale from lowest to highest; this is very important for lots of different reasons, including reports that include the average or mean, etc.
  8. If you need to add additional context or change the score itself - as it defaults to a series that begins at 1 and increases - start by clicking on the edit headers or custom scores text to expand the scale box.
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  9. Clicking out of the editable field will autosave your text. 
  10. When you are finished, click Save to save the question.
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  11. Add additional likert questions with the same scale to the grid by hovering below the last question and clicking the grey bar to launch another new element box - it will default to using the same scale as the likert above it.
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    1. You also have the option to choose an existing scale or create a new scale by clicking Choose a different scale:
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    2. From here you can choose the scale you would like to use - (a) in the image below.
    3.  Or you can choose to Create a new scale - (b) in the image below. 
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    4. Warning:  If you choose a previously used scale and then edit it, it will edit the scale for all of the questions that previously used that scale on this form. 

When it comes to creating a form with a lot of likert questions, we have a useful trick for you. If you are creating a bunch of likert questions, and you have one or two non-likert questions, but then you go back to using the same scale in some more likert questions, it can be more efficient to skip the non-likert questions and continue creating all your likert questions. Once you have finished with all the likert questions, you can come back and insert the non-likert questions in the middle of the likert questions. The reason this is more efficient is because each question you create will automatically give you the same scale if you are adding it after a likert that shares that scale. However, if you try to add a likert after adding a paragraph question, you’ll have to choose the element type and scale again.

Date Question

This allows the user to select the date from a calendar in day/month/year format. When reporting on a form that uses this type of question, you will see each date entered.

Select Date question as the Element type; enter the question in the Element text field.

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People Question

This allows the user to select a person from the system. You can select to include students, residents, faculty and admin. When reporting on a form that uses this type of question, you will see the names of each person picked.

Select people question as the Element type; enter the question in the Element text field. Select the role(s) of the people to be selected and you may include students, residents, attending and administrators.

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Numeric Question

This allows the user to enter a number. The system allows negative numbers as well as up to 4 decimal places. When reporting on a form that uses this type of question, you will see the different values entered, the mean (average), the sum, the minimum (the lowest value) and the max (the highest value).

Select numeric question as the Element type; enter the question in the Element text field. You may select to include negative numbers as well as up to 4 decimal places.

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Sharing forms

In addition to the Form Builder and Form Editor tools, if you have the Edit forms permission, you will also be able to share forms with other groups. Sharing a form with another group means that the other group now has access to send out evaluations using the same form you have shared. Also, any edits made to a shared form are made to all groups the form is shared.

  1.  Sharing forms is available from the share form link beside each form from the Forms > Forms screen.
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  2. On the Share Form page, you can then choose the group(s) you would like to share your form with by selecting the box beside each group you wish to share your form.
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  3. Click Share form button at the bottom and your form is now being shared with your selected group(s).

Difference between Sharing VS Cloning:

There are a few key differences between sharing and cloning that you should be aware of:

Sharing:

Forms can be shared between different groups - this means that the exact form exists in each group. If you make edits to a shared form in one group, the changes will be reflected in all groups that share the form.

Cloning:

When a form is cloned, an identical copy of the form is created (either within the same group or in a different group). If you make edits to the cloned form, the original form will NOT be affected. When generating reports on a cloned form, the data will NOT be collated between the groups where this form is shared, as the forms exist as separate entities.

Cloning forms

You may also clone forms if you have the Edit forms permission. Unlike sharing which makes the same form available in other groups, cloning a form makes a copy of the current form. Forms can be cloned into the current group, or other groups.

  1. Cloning forms is available from the clone link beside each form from the Forms > Forms screen.
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  2. If you would like to clone the form into the same group, click the box to the left of Self clone and give the form a new name, but if you would like to clone the form into another group then click the boxes beside each group you would like to clone the form into.
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  3. Click on Clone form at the bottom and the form has now been cloned into the selected group(s).

Difference between Sharing VS Cloning:

There are a few key differences between sharing and cloning that you should be aware of:

Sharing:

Forms can be shared between different groups - this means that the exact form exists in each group. If you make edits to a shared form in one group, the changes will be reflected in all groups that share the form.

Cloning:

When a form is cloned, an identical copy of the form is created (either within the same group or in a different group). If you make edits to the cloned form, the original form will NOT be affected. When generating reports on a cloned form, the data will NOT be collated between the groups where this form is shared, as the forms exist as separate entities.

Formatting Questions in Form Builder

Acuity One45's Form Builder has a series of preset formatting options and allows users to enter html code to customize questions and text. 

Preset Formatting Options

AcuityOne45 includes preset formatting options for text under each question. 

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HTML Text Formatting

If additional formatting on questions is needed, please use the guide below:

HTML Chart for Formatting Text
Formatting HTML Code End Result
Bold Text <b>text</b> text
Italicize Text <i>text</i> text
Underline Text <u>text</u> text
Strike Text <strike>text</strike> text
Superscript Text text<sup>1</sup> text1
Subscript Text text<sub>1</sub> text1
Colored Font <span stile = color: green> text</span> text
Hyperlink Text <a href="www.wisc.edu">UW-Madison</a> UW-Madison

Questions & Support

For questions and support, please email: AcuityONE45Support@med.wisc.edu.


Keywords:
Acuity, ONE45, forms, questions, evaluation, survey, assessment, building, production, 
Doc ID:
130809
Owned by:
Katie B. in SMPH Academic Affairs Resource
Created:
2023-09-01
Updated:
2024-01-30
Sites:
SMPH Academic Affairs Resource