How do I create Member Survey (Metric) Forms

• Access Metric Forms in System > Data Management.

• If the HR Data Entry form is the form you want to post either monthly or quarterly, select that form and click “Post this Form”.

• Enter a Due Date for the date you want responses submitted by (this is a required field).

• Enter a name for your form (example: December Data).
• Optionally enter the effective date of the submitted data (example, do you want all data effective as of 1/1?).
• Optionally enter any additional instructions like “Fill out this form as completely as possible – only enter data for dates between 12/1 and 12/31”.

The instructions display when someone clicks on the file to enter in their data. It is informational only (so, when you add forms to collect the data for additional quarters, you will want to enter a new message for each of the forms).

• Click Post.

The new form should display on the member’s home page until they enter the data and submit the form.

You can post metric forms in advance and just change the instructions as they are created, before you post the forms.

• If you want to create a completely new form, you can turn off the old form by setting it to inactive. Click on the form's ID and select the status Inactive from the drop down list:

Click Save when you are complete.

To create a new Metric Form, you need to first create a metric group (System > Data Management > Metric Groups).

Click the New Metric Group button.

Give the new Metric Group a name, and optoinally enter in a description.

Click on Save.

Click on the Metric Group's ID to open it up.

Select the metrics you wish to include in that group by clicking on the '+' and selecting the metric from a drop down list.

When you are done with your selections, click Save.

That activity completes the creation of the Metric Group - it created the grouping of metrics that you then need to add to a form, so users can enter their data.

To add the Metric Group to a Metric Form, either create a new Metric Form or select an existing created Metric Form (System > Data Management > Metric Forms), by clicking on its ID.

Link the Metric Group with the Metric Form by selecting that group in the Metric Group drop down list.

Make sure your Metric Form is set to Active (whenever you want it to display in imPowr), has a name (required field), set the organization group to Member Organizations (because you want the member organizations to fill out the form), and add any default instructions you would like displayed in imPowr.

Click Save.

Post the form, like above.