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Simploud templates are designed to generate E-forms quickly and efficiently.
They act as blueprints, ensuring a consistent format that includes all necessary fields and simplifying data collection and organization.
Recorded Webinar about Templates
Examples of Template Uses
Checklists
Design detailed checklists for quality control, safety inspections, or project management tasks. For example, a template can ensure that all safety inspection steps are followed and documented systematically.
Surveys
Create comprehensive surveys for customer feedback, employee satisfaction, or market research. For instance, a customer satisfaction survey template can help standardize questions and simplify data analysis.
Decision Trees
Decision trees can guide users through complex decision-making processes. For example, a decision tree template can help troubleshoot technical issues by leading users through a series of conditional questions based on their responses.
Scorecards
Use scorecards for performance evaluations, assessments, or compliance checks. For instance, a performance evaluation template can provide a structured way to rate and review employee performance.
Template Types
Template Configuration
Just like any other object in Simploud, creating a new template creates a new record in the system, which is managed via a short workflow.
The template’s record page contains 2 sections:
Template settings and Template Questions.
Template Settings (click each tab to view more information)
This section allows you to configure key settings for templates in Simploud, including storing templates in a global library, setting the number of questions per page, enabling external tasks, and adding detailed descriptions for clarity and ease of use.
For example:
- Adding Detailed Descriptions: Include comprehensive descriptions for each template to guide users through the process of properly filling out a compliance audit form, ensuring consistency and accuracy.
- Enabling External Tasks: Configure a form template to trigger external tasks, such as notifying the IT department when a new equipment request form is submitted.
- Setting the Number of Questions per Page: Limit the number of questions displayed per page in a customer satisfaction survey to make it more user-friendly and less overwhelming for respondents.
- Storing Templates in a Global Library: Save commonly used templates, such as employee onboarding forms, in a global library for easy access and reuse across different departments.
Template Questions Definitions (click each tab to view more information)
