How to create and assign forms.

If you are using the latest version of Morrisby, please click here to view the relevant support articles.

  • Log in to Morrisby Manager
  • Click the 'Settings' tab and select 'Forms'
  • To start from scratch, click 'New Form' 
  • You can also 'Copy' one of our library forms giving you a template to expand upon

  • Edit your form by giving it a title, introduction, and adding questions
  • Each question has a title, optional question notes, and an optional pre-filled answer
  • Once you have added them, you can rearrange the ordering of the questions should you wish

  • Click 'Preview' to view the Form as a candidate would

  • When you have finished editing, ensure you have SAVED any changes and click 'Close'. This will return you to the forms - your new one is highlighted in green

  • Before you publish the form, you're able to select who can access it, selecting either Year or Form groups

  • Finally, change the 'Active' status of your form to allow the selected candidate groups access

  • A Form can only be deleted if it hasn't previously been completed. Otherwise, you can archive obsolete forms; it will no longer be visible to the candidate but all previous answers are saved
  • To view archived forms, go to 'Options' and tick 'Show Archived Forms'