Equip offers both Forms and Assessments to help you collect and organize information. While they may seem similar, each tool serves a unique purpose. This guide will help you decide which one is best for your workflow.
📄 Use a Form When…
You need to gather information (not measure performance)
You’re documenting support logs, intake forms, observations, or approvals
You want to pre-fill answers, enable team collaboration, or send to multiple users
Responses are open-ended, checkbox, or written text
You may need to track submission status or keep a running record of submissions
📍Examples: Daily support logs, progress updates, onboarding checklists, consent forms
📊 Use an Assessment When…
You want to track progress or measure skills over time
You need to assign numeric ratings, scoring, or performance levels
You’re comparing results over time or across assessors
The focus is on skill-building, program outcomes, or goal tracking
You want to visualize results through charts and reports
📍 Examples: Goal progress evaluations, skill assessments, program outcome tracking
🔍 Key Differences at a Glance
Forms
• Purpose: Information gathering
• Input Type: Open responses, checkboxes
• Visual Reports: Not available
• Great For: Logs, requests, observations
Assessments
• Purpose: Progress tracking
• Input Type: Ratings, scores, observations
• Visual Reports: Yes, Built-in reports
• Great For: Skill tracking, goal metrics
Equip Tip: Still unsure? Start with a Form if you’re collecting information. Use an Assessment when you want to track growth, measure outcomes, or analyze trends.