Build a Form Package in NextCrew: Quick Setup Guide

Sending FormsBuilding a Form Package in NextCrew is designed to be intuitive and flexible, allowing staffing teams to quickly construct forms for any workflow need. Below is a step-by-step user guide, along with practical tips for success.

Overview

The Form Package builder enables users to craft custom forms from the NextCrew dashboard, incorporating a variety of field types and making it simple to gather information from crew members or clients across both mobile and web platforms.

Navigation

• Open the NextCrew dashboard and select “Form Packages” from the main menu.

• Click on “Add Package” to begin creating a new form package.

Key Features

• Default Initial Form: When adding a new package, a default blank form is created automatically.

• Field Variety: Easily add fields such as checkboxes, radio buttons, dropdowns, textboxes, file uploads, or signature fields.

• Field Title Handling: Each field requires a title and a type; the title is displayed automatically without a need for a separate label field.

• Field Controls: Mark fields as required or read-only as necessary for compliance or guidance.

Steps to Build a Form Package

1. Click on the “Form Packages” section from the main menu.

2. Select “Add Package” to start a new form package.

3. The system provides a default new form; name the form and begin adding fields.

   • For each field, specify the title (displayed by default) and choose the field type (e.g., checkbox, textbox, dropdown).

   • Configure if the field is required or read-only based on business rules.

   • Add multiple fields to capture all needed data.

4. Once setup is complete, click “Add” to save your form package and make it available for distribution.

Tips

• Keep forms clear and concise—long or complicated forms may decrease completion rates.

• Consider mobile use: design forms that are easily navigable on smartphones or tablets.

• Use required fields sparingly to avoid unnecessary barriers for users.

See Also

• Guide to Building Form Packages

• Sending Forms

• Reviewing Completed Forms

This process sets a solid foundation for efficient data collection, ensuring your team’s forms are easy to create, maintain, and complete across all devices.