Service & Quality are Everything


Form Setup (Four Forms)


Set up your WCONLINE site to collect the data you would like to see in reports later on. You can choose to use drop-down menus, checkboxes, Likert questions, fill-in boxes or longer text answers on all four forms.

The four forms are the registration form, appointment form, client report form, and the survey:

Everyone fills out the registration form the very first time they go to your site. You will probably choose to collect demographic information and possibly ask a question about how the student found out about your center.

Clients or students fill out the appointment form when they make an appointment by clicking on a white space. The appointment form is helpful for finding out what the student needs help with in that appointment and any other appointment-specific information. Basic administrators can open appointments to see the information on the filled-out appointment forms.

The client report form is the post-session report to be filled out after appointments. Both basic and full administrators access a new client report form through the "Add New" link after opening an existing appointment, and can also see existing client report forms. The filled-out client report form can be emailed, but non-administrators cannot access these reports on their own in WCONLINE. On the client report form, it will likely be helpful to find out what was done in the session, and to include drop-downs and checkboxes so that you see results easily in reports later on. Basic administrators can view existing client report forms to find out, for example, what the same student worked on in their previous appointment.

The survey, set up through Module Setup: Surveys, is for clients to fill out after sessions to evaluate the sessions and/or comment on what was done. The survey link can be emailed automatically or accessed independently of email, and it does not require login. (Also see the the "Module Setup: Surveys" chapter for more details.)

Please know that you are welcome to change our sample questions. For example, instead of the sample "Assignment" and "Comments" that are on client report form, use your own questions, lists of checkboxes, and other questions to find out what you need to know.

Chapter Sections

SECTION 1: Form Questions and Answers

SECTION 2: Form Setup: Appointments

SECTION 3: Form Setup: Client Reports

SECTION 4: Form Setup: Registrations

SECTION 5: Survey Questions and Answers

SECTION 6: Finding Data Collected on the Forms

SECTION 7: Changing Order or Removing Questions

SECTION 8: Changing Form Questions and Mixed Answers