Fill Forms

Page Overview

What the page is for

The Fill Forms page lists the forms (surveys) that have been shared with you and lets you start a new one. It is the entry point for field work: browse the available forms, then click Start Form to begin filling it out.

From here you can also open the Resume Center to continue drafts, paused sessions, and unfinished interviews, and reach a form's Manage Access and View Responses pages (administrators only).

When a user would use it

• When you want to fill out a new form
• When you need to find a specific form among many you can access
• When you want to jump to the Resume Center to continue work you started earlier
• When you (as an administrator) need to manage who can fill a form or view its responses

How to Access This Page

Navigation path from the main app

1. Log in to the application.
2. From the sidebar, under Forms, click Fill Forms.
3. Or, directly navigate to /forms in your browser.

Permissions or prerequisites

• You must be logged in to access this page.
• You only see forms you have been granted access to. Administrators see all published forms.
• A form can be granted as Can Fill (you can start and submit) or View Only (you can open the form but not fill it).

Page Layout

Header / title

• Title: "Fill Forms"

Toolbar

• Search bar (placeholder "Search forms..."): filters the list of forms by name.
• Resume Center button: opens the Resume Center (/resume), where you continue drafts, paused sessions, and unfinished interviews.
• Refresh button: reloads the list of available forms.

Available Forms section

The page shows a single section, Available Forms, with a badge showing the number of forms in the list. There are no other tabs on this page.

Looking for drafts, active sessions, or submitted responses? Those now live in the Resume Center (/resume) and the Interviews page (/interviews). See Interview Lifecycle.

Form Cards

Each form is displayed as a card containing:

• Name: the form name.
• Version badge: a badge such as v3 showing the form version. Always fill the current version shown.
• Actions menu (three-dot ⋮ icon, administrators only):
  • Manage Access: opens the form's access page (/surveys/{id}/access).
  • View Responses: opens the form's responses page (/surveys/{id}/responses).
• Badges:
  • Survey: always shown.
  • Anonymous: shown when the form is anonymous.
  • Multiple responses: shown when the form allows more than one submission per device.
  • Can Fill or View Only: your access level for this form.
• Action buttons:
  • Start Form: available when you have fill access (or are an administrator). Begins a new response.
  • Preview: available alongside Start Form. Opens the form in preview mode without saving a response.
  • View Only Access (with a lock icon): shown when you cannot fill the form. The form can be opened but not submitted.

Step-by-Step Tasks

Starting a new form

1. Find the form you want to fill out in the Available Forms list.
2. Click Start Form.
3. If the form supports pre-filling, a prompt appears asking how to start:
   • Start fresh: begin with an empty form.
   • Pre-fill with your respondent ID: pre-fills fields linked to your respondent ID.
   • Pre-fill with a unique ID: pre-fills fields linked to a specific unique identifier.
4. The form opens and you can begin filling it out.

Previewing a form

1. Find the form you want to preview.
2. Click Preview.
3. The form opens in preview mode (the URL includes ?preview=true). No response is saved.

Continuing work you started earlier

1. Click Resume Center in the toolbar.
2. Continue a draft, paused session, or unfinished interview from there.
3. To pick up an individual form directly, use the Resume or Start button on its card in the Resume Center.

Searching for forms

1. Click in the search bar at the top of the page.
2. Type part of the form name.
3. The Available Forms list filters automatically.

Refreshing the list

1. Click Refresh in the toolbar.
2. The list reloads with the latest forms.

Managing access (administrators only)

1. Find the form you want to manage.
2. Click the three-dot menu (⋮) on the card.
3. Select Manage Access.
4. Grant, edit, or revoke access levels and assignment triggers as needed.

Assigning lookup triggers to enumerators (administrators only)

If a form has lookup data with trigger values (for example, household IDs), you can assign specific trigger values to individual enumerators. This limits each enumerator to only see the lookup rows for the values assigned to them.

Viewing responses (administrators only)

1. Find the form you want to check.
2. Click the three-dot menu (⋮) on the card.
3. Select View Responses.
4. You are taken to the form's responses page.

Duplicate Response Warning

When you start a form that supports duplicate checks, MQUAD searches for responses that look similar to the one you are about to create. If a possible duplicate is found, a warning dialog appears before you begin. You can review the matches and decide whether to continue. This helps prevent the same respondent from being recorded twice.

Field & Button Reference

Tips & Notes

About access

• You only see what you've been granted: If a form you need is missing, ask an administrator to grant you access.
• Can Fill vs View Only: The badge on each card tells you whether you can submit responses or only view the form.

About versions

• Always use the version shown: The version badge (for example v3) tells you which version of the form is current for field work.

About advanced or anonymous forms

• Anonymous forms don't record your identity with the response.
• Multiple responses: Some forms allow more than one submission from the same user - look for the "Multiple responses" badge.

Where other work now lives

• Drafts and sessions: Continue them from the Resume Center (/resume).
• All interviews: See the Interviews page (/interviews) and the Interview Lifecycle guide.
• Submitted responses: See the Data Viewer, and learn how collection works in Collecting Responses.
• Rejected responses: When a response needs revision, reopen it from the interview (the interview shows a Resume Revision action) and refer to Response Editing.