Forms in Equip are used to collect information, document progress, and complete required paperwork. Depending on how the form was created, you may be filling out either a PDF form or a custom form built directly in Equip.
📍 Access the Form
Forms can be accessed in several ways, depending on your role and permissions:
From the Home page → Fill a Form quick link
From a Participant’s Profile → Forms section (for supporters completing forms for a participant)
From the Forms Library
From a Todo created after an event requests a form
Through a direct link shared with you
When a form is requested from a scheduled event, Equip creates the form request after the event ends and sends it to the selected roles as a Todo.
📄 Open the Form
Click the name of the form you need to complete.
Review any instructions or context provided at the top of the form.
Confirm the correct participant is selected, if the form is participant-specific.
✍️ Complete the Form
Fill out each question as accurately as possible.
Required fields must be completed before submission.
Forms may include:
Short or long text responses
Multiple choice or checkbox questions
Dates, ratings, or acknowledgements
📎 Filling Out a PDF Form
PDF forms are uploaded and managed by the Equip team and are used when a document must remain in its original format.
The form opens as a PDF file.
Type directly into fillable fields, or complete the fields that require a signature or manual entry.
Once submitted, the completed PDF is stored as a document.
Responses are not broken out by question for tracking or reporting.
PDF forms are best for externally required paperwork or forms that must remain in their original format.
🧩 Filling Out a Custom Form
Custom forms are built directly in Equip and are completed entirely in-app.
Questions appear as interactive fields within Equip.
Required fields are enforced automatically.
Responses are entered directly into Equip.
After submission, data can be reviewed, approved, and tracked over time.
Custom forms are ideal for data collection, progress updates, and program-specific workflows. If you need scored ratings or trend reports, use an Assessment instead.
✅ Submit the Form
Review your responses before submitting.
Click Submit to complete the form.
After submission, the form may be sent to an approver, if one is assigned.
📝 Equip Tip: If a form is part of a monthly check-in, complete it from the Todo or form request created by the Calendar event. Routines are for completing task steps, not for requesting form submissions.