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Introduction to Forms

Learn how to create, send, and manage custom forms in Equip to streamline data collection and enhance communication across support teams.

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated yesterday

Forms is a versatile feature within Equip designed to enhance communication and data collection for individuals with intellectual and developmental disabilities (I/DD) and their support networks. This tool allows for the creation of customized question-and-answer forms, enabling organizations to gather specific information about users in a structured and accessible manner.


📄 How Do Forms Work?

Forms in Equip offer a flexible platform where administrators can create tailored questionnaires. These forms can be assigned to specific users within the system, allowing designated individuals to fill them out on behalf of the user. The forms can include various question types, making it possible to collect a wide range of information relevant to the user’s care, progress, or needs.


Benefits of Using Forms

Customized Data Collection – Create forms that address specific needs or requirements of your organization or individual users

Structured Information Gathering – Ensure consistent and comprehensive data collection across all users

Enhanced Communication – Facilitate better information sharing between different members of a user’s support team


⚙️ Customization and Flexibility

Multiple Question Types – Include various question formats such as multiple choice, short answer, or acceptance/consents

Request From Anyone – Each user has a personalized link for each form so anyone with the link can submit a response and the response will go directly to their profile

Signatures – Require a signature from those who fill out the form to have an additional level of security

Data Analysis – Use the collected information to generate insights and inform care strategies


Forms in Equip are more than just a data collection tool; they’re a powerful means of enhancing the quality of care and support for individuals with I/DD. By integrating Forms into your organization’s workflow, you can ensure that important information is consistently gathered, shared, and utilized to provide the best possible care for each user.

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