End to End: How to create Quest Forms


Why is this important?

When your staff are consulting with a job seeker, they need a way to capture details quickly. 

And Quest forms are the most dynamic form available for capturing job seeker information in job ready. 

Where-as PDF verification forms work best for capturing placement and wage history data, Quest is best for assessing jobseeker preferences, risk factors, and lifestyle circumstances.

So many features are available to make the experience quick and interactive.
You can mix and match the following features:

  • Radio buttons
  • Comment boxes
  • Merged jobseeker name and ID
  • Dropdown menus
  • Checkboxes
  • Bullet point reports
  • Help text
  • Date fields
  • Emails
  • Electronic signatures 

To create your own:

  • Risk assessments 
  • Initial assessments
  • Eligibility assessments 
  • Ongoing support forms (OGS)
  • Post-placement support forms (PPS)
  • Employer profiles 
  • Workplace, health and safety checklists

And more! You are the master of your own form content.

Some highlights that our clients love about Quest forms:

  • Dependent questions and comments

    Control which questions pop-up when specific answers are selected

  • Recommendations

    Bullet point recommendations based on responses

  • Ability to print highlights with branding

    Select the most relevant sections of the form to download with your organisation's logo

  • Ability to create smart forms

    Set up assessment outcomes with coloured flags that are visible in the show page

How do they work?

Quest forms are electronic Questionnaires. Users complete from the following types of records:

  • Placement
  • Jobseeker
  • Employer
  • Employer Contact

There are two types of Quest forms.

      1. Regular quest forms

        Also referred to as 'Quest forms' for short


      2. Smart forms

        These are Quest forms that have been configured in admin settings to have additional capabilities:

  • Can be completed from the jobseeker or placement showpage toolbar
  • Assessment outcomes that appear when certain score brackets are reached in the assessment

How to create a Quest form

You will need:

To master the basics of a Quest form, complete the following steps:

  1. Create a Quest form

  2. Add scores to a Quest form 
  3. Clone a Quest form
  4. Submit a Quest form
  5. View a completed Quest form
  6. Edit / Delete a completed Quest form
  7. Add a logo template to a Quest form 
  8. Download a completed Quest form
  9. Email a Quest form

To give your form some extra oomph...elevate your Quest form into a smart form.

See End to End: Configure a smart form


Did you make it through the entire list?

Wow. Now you're a Quest form maestro!


                                                                                                                                        Next: > End to End: Configure a smart form

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