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

WCONLINE Product Manual

The product manual is available completely online. To browse the manual, choose a chapter from list below or use the search tool to quickly search the entire manual.

CH 1: This Manual

CH 2: My Center Opens Today

CH 3: WCONLINE Login Page

CH 4: Text-Only & Mobile

CH 5: Schedule View, Navigation and Options

CH 6: Appointments

CH 7: Client Report Forms

CH 8: Administrators and Non-Administrators

CH 9: Blackout Times Management

CH 10: Blackout Times Examples

CH 11: Synchronous Online Meetings

CH 12: SSO and LDAP/S

CH 13: Card Reader Support

CH 14: Update Profile & Email Options

CH 15: Client & Record Management

CH 16: Schedule Management

CH 17: Staff & Resource Management

CH 18: Starting Availability Management

CH 19: Announcement Management

CH 20: Mass Email Tool

CH 21: System Statistics

CH 22: System Data Export

CH 23: Master Listings Report

CH 24: System Utilization

CH 25: Global System Settings

CH 26: Form Setup (Four Forms)

CH 27: Module Setup: Early Alerts/Flags

CH 28: Module Setup: Time Clock

CH 29: Module Setup: Survey

CH 30: Tips and Questions

CH 31: Support

CH 32: Terms of Service and Other Company Information

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.