Forms

This guide provides step-by-step instructions for setting up, embedding, and using forms in Pharmacy Hive. It covers both Microsoft Forms and JotForms, ensuring that users can choose the option best suited to their needs.

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Section 1: Using Microsoft Forms in Pharmacy Hive

Step 1: Duplicating the Form Template

1. Navigate to the provided form template link.

2. Ensure you are logged into your Microsoft account.

3. Click the link to preview the form and select Duplicate.

4. The form will now be copied to your Microsoft account and labeled as "Copy." Rename it as needed (e.g., "[Pharmacy Name] Dispensary Incident Report").

Step 2: Customizing the Form

1. Edit the form fields as required:

   • Update the pharmacy name.

   • Adjust fields to match your specific workflow.

2. Verify the form includes necessary fields, such as incident time, type, description, and involved persons.

Step 3: Adjusting Form Settings

1. Click the settings cogwheel.

2. Ensure the following options are configured:

   • Anyone can respond: Allows anyone with the link to access the form.

   • Email notifications: Enable notifications for responses by entering your email address.

3. Save the settings.

Step 4: Sharing the Form

1. Go to Collect Responses:

   • Copy the shareable link.

   • Generate and download a QR code for easy access.

2. Use the link or QR code to share the form with your staff.

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Section 2: Using JotForms in Pharmacy Hive

Step 1: Duplicating the Form Template

1. Navigate to the provided form template link.

2. Open the form in JotForm and click Clone Form.

3. Log into JotForm using your preferred method (Google, Microsoft, or custom login).

4. Rename the form as needed (e.g., "[Pharmacy Name] Dispensary Incident Report").

Step 2: Customizing the Form

1. Edit the form fields:

   • Add or remove fields to suit your needs.

   • Include mandatory fields for incidents, such as time, type, and descriptions.

2. Optionally, add your pharmacy logo for branding.

Step 3: Adjusting Form Settings

1. Go to Settings:

   • Update the form title.

   • Enable notifications by entering an email address.

2. Save the changes.

Step 4: Sharing the Form

1. Click Publish and copy the shareable link.

2. Download the QR code for printing and sharing.

3. Provide the link or QR code to your staff for easy access.

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Section 3: Embedding the Form in Pharmacy Hive

1. Navigate to your Pharmacy Hive portal.

2. Select the page where the form will be embedded and click Edit.

3. Insert the JotForm link:

   • Paste the URL directly or embed it using an iframe.

4. Save changes.

Optional: Adding Form Access Widgets

1. Edit the home page and add a Hive Widget.

2. Link it to the form or add it as a quick link for easy navigation.

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Section 4: Extracting Data from Forms

Extracting Data from Microsoft Forms

1. Open the form in your Microsoft account.

2. Navigate to the Responses tab.

3. Click Open in Excel:

   • Review and analyze the data in Excel.

   • Use the file as your incident register for assessments.

Extracting Data from JotForms

1. Log into your JotForm account and go to My Forms.

2. Select the desired form and click Submissions.

3. Export the data:

   • Download as Excel or PDF.

   • Use the file as your incident register.

By following these instructions, you can efficiently set up, customize, and integrate forms into your Pharmacy Hive portal, ensuring streamlined workflows and easy data access.