Forms

Build the form, or bring the one you have.

Build evaluations, checklists and self-assessments field by field, import a PDF or Word file, or copy one from the library. Assign the form to a supervisee and their answers are kept in the record.

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  • 30-day free trial
  • Always free for supervisees
app.guidara.io/forms
The form builder in Guidara: a Quarterly Competency Review with a field palette on the left, four fields on the canvas, and field properties on the right

Forms you can build

  • Competency reviews
  • Self-assessments
  • Onboarding checklists
  • Disclosure statements
  • Supervision feedback
  • And more

From a blank form to a completed one

Build a form from scratch or start from the PDF or Word file you already hand out, then send it to whoever needs it.

01 Build

Drag the fields onto the canvas.

Name the form and build it from the palette. Every field gets a label, optional help text, and a setting for whether it is required. Preview it as the supervisee will see it. Owners and admins can also share a form with the whole organization.
  • Text, numbers, dates, choices, rating scales and more
  • Each field has a label, help text and a required flag
  • Preview before you save
The form canvas in Guidara with text, text area, radio button and date fields, and the field palette beside it

02 Import

Or upload the document you already use.

Drop in the PDF or Word document and Guidara drafts the form by detecting its fields. Simple forms come through clean; tables and rubrics may need some work in the builder. You edit the draft instead of starting from nothing.
  • PDF or Word (.docx), up to 10 MB
  • Common fields are detected into a draft
  • Tidy the draft in the builder
The Import tab of Create Form in Guidara: drop a PDF or Word document and Guidara drafts the form by detecting its fields

03 Assign

Send it to the supervisees who need it.

From the forms list, assign a form to whoever needs it. It appears on their documents page and their dashboard until it is done. The completed form, with its answers, sits in their record alongside everything else.
  • Assign a form to one supervisee or several
  • Supervisees fill it in from their documents page
  • Completed forms stay in the supervisee's record
The Forms list in Guidara: a Quarterly Competency Review and a Supervisee Onboarding Checklist, each with assign, edit and delete actions

One evaluation form for every supervisee who needs it.

Build or import the form once, then assign it to each supervisee who needs it.

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30-day free trial. Always free for supervisees.

Built for the forms supervision actually uses

The field types, the settings on each field, and who can see a form.

Field palette

Every field type a supervision form needs.

Single and multi-line text, number, email, phone, date, time, dropdowns, radio buttons, checkboxes and rating scales. Drag one onto the canvas to add it.

The Form Fields palette in Guidara's form builder: Text Input, Text Area, Number, Email, Phone, Date, Time, Dropdown and Radio Buttons

Field properties

A label, a hint, and whether it is required.

Click a field to set its label, add help text for the supervisee, and choose whether it is required. New fields start out required, and a form cannot be submitted with a required field left empty.

Field Properties in Guidara's form builder: Field Label, Help Text and a Required field checkbox

Mine or the organization's

Keep a form to yourself or share it.

A form is either yours alone or shared with everyone in the organization. Owners and admins decide which forms go into the shared set.

Form Type in Guidara: My Form, personal use only, or Organization, shared with everyone

Forms for supervisees and supervisors

Fill in the forms assigned to you.

Forms assigned to you appear on your documents page and on your dashboard. Fill one in, submit it, and it stays in your record.

  • Assigned forms listed with what is still pending
  • Completed forms kept in your record
My Documents in Guidara from the supervisee's side, on the Forms section, with a completed Supervisee Onboarding Checklist

How completed forms are stored and protected

How Guidara protects your records
Answers in the record
A completed form stays with the supervisee, with when it was assigned and when it was submitted.
Verifiable exports
Forms are part of the supervisee's export, which carries a verification code.
No client health information
Forms are about the supervisee. Guidara never stores your clients' records.
Secure by default
Encrypted in transit and at rest, on SOC 2 certified infrastructure.

Works with the rest of Guidara

All features

Questions about forms

Completed forms, kept with the supervisee's record.

Import the evaluation you use today and assign it before the next review.

Start free trial Request a demo

30-day free trial. Always free for supervisees.