How to Launch a Webform

Webforms are configured per agency. The location of your webforms depends on the type of webform your agency uses. If you are unsure where your agency’s webforms are located, please contact your system administrator.

There are two types of webforms:

• Employee
• Client

The type of webform you need to complete determines whether you access an employee or client profile.

Steps to Launch a Webform

1. Open the appropriate employee or client profile.
2. Navigate to the relevant profile tab at the top of the screen (for example, Employee Supervision).
3. Click the +/– icon to expand the section.
4. Click + Add Form.
5. In the Form Type field, select the desired webform from the drop-down list.
6. Click Add to launch the form.