How to create a Quest Form

Quest forms are custom digital questionnaire forms that can be added to and stored against a record within Ready Recruit. They are created based on your business requirements and eliminate the need for paper forms.

  1. Go to your Ready Recruit forms URL (If you are unsure of this then please contact us)

  2. Displayed is a list of all of the existing forms. To create a new form click on ‘New Form’

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  3. Complete the fields and click ‘create form’

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  4. Click ‘New Section'

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  5. Give the section a name and a description and click ‘create section’

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  6. Add fields to the section by clicking on ‘new field’

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  7. Fields are essentially the questions within each section of your form
    • Name – choose a sequence number (doesn’t display on form)
    • Label – The question itself
    • Help text – type a short blurb to assist in answering the question
    • Element –
      • Short text – free type short field

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      • Long text – free type long field

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      • Check box – tick boxes

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      • Likert – drop down

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      • Signature

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      • Dropdown - free type fields that can be given points to return a score

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      • Email

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      • Date

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      • Date time

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      • Time

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      • Radio Buttons

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    • Sort order – the order in which the questions appear on the form

    • Required – tick if mandatory field

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  8. Repeat until you have created all of the questions in the section

  9. To view your form at any point throughout the process go back to the main title page

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  10. Click ‘Actions – View’

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This is how the form will look in your JobReady Site

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