This guide will explain how to configure an assessment form with some questions, where “Yes” earns points, “No” earns zero points, and “N/A” is excluded from the possible score.

We will also store the calculated results in Hidden fields and use those values in a custom HTML report and PDF. The attached example form contains ten Yes/No/N/A questions across three scoring sections.

FIRST PAGE:

1. Set Up The Clinic Details Page (Optional):

• In this example, we have created a first page to capture the Clinic Details. This page is completely optional and is included for demonstration purposes only.

SECOND PAGE:

2. Set Up The Operational Readiness Page(Second Page):

Add The Assessment Questions:

• Add the questions that will be included in the assessment.
• For each scored question:
• Add a “Select” field.
• Enter the assessment question as the field label.
• Add the following Select options, using the same spelling and capitalisation throughout the form:

Yes No N/A

• Make the field required when every checkpoint must receive a response.
• In this example, we added ten questions across three scoring sections.

Section one: Infection Prevention

Drag and drop a “Text Area” field for follow-up notes:

Drag and drop a “Field Value Scoring Summary” field into the form.

Add Hidden Fields to Store the calculated scoring results.

• The “Field Value Scoring Summary” calculates the scores, possible points, percentages, rating, and completion result. The “Hidden” fields store these calculated values so they can be used later in the custom HTML report, PDF, or other form mappings.
• For example, if the overall result is 8 out of 9 and 88.9%, the scoring field calculates these values and saves them into the corresponding Hidden fields. The custom report can then display them using merge fields such as {{overall_score}}, {{overall_possible}}, and {{overall_percentage}}.
• Add the following Hidden fields as shown below.

Drag and drop Three Hidden Fields for Section One: Infection Prevention Results

Infection Prevention score: Stores the points earned in the Infection Prevention section. Infection Prevention possible points: Stores the available points for this section after any N/A responses are excluded. Infection Prevention percentage: Stores the calculated percentage for this section.

For example, if three questions are Yes and one is N/A, these fields can store:

Infection Prevention score = 3
Infection Prevention possible points = 3
Infection Prevention percentage = 100.0

Drag and drop Three Hidden Fields for Section Two: Care Environment and Equipment

Care Environment score: Stores the points earned in the Care Environment and Equipment section. Care Environment possible points: Stores the available points after N/A responses are excluded. Care Environment percentage: Stores the calculated percentage for this section.

Drag and drop Three Hidden Fields for Section Three: Emergency Readiness

Emergency Readiness score: Stores the points earned in the Emergency Readiness section. Emergency Readiness possible points: Stores the available points after N/A responses are excluded. Emergency Readiness percentage: Stores the calculated percentage for this section.

Drag and drop Hidden Fields for Overall Assessment Results:

Overall score: Stores the total points earned across all sections. Overall possible points: Stores the total available points across all sections after N/A responses are excluded. Overall percentage: Stores the final calculated percentage for the complete assessment. Overall rating: Stores the rating generated from the configured Rating Bands. Assessment completion: Stores the completion result generated by the scoring field.

3. Configure The “Field Value Scoring Summary” Field:

• Click the pencil icon on the field.
• Rename the field.
• Configure the General Settings.
• Percentage Decimal Places: Set Percentage Decimal Places as 1
• Overall Score Output Field: Select the Hidden field “Overall score”.
• Overall Possible Output Field: Select the Hidden field “Overall possible points”.
• Overall Percentage Output Field: Select the Hidden field “Overall percentage”.
• Rating Output Field: Select the Hidden field “Overall rating”.
• Completion Output Field: Select the Hidden field “Assessment completion”.
• These values can be shown in the report.

• Add the Scoring Sections: Under Sections, add one section for each group of questions.
• The example form contains three sections:

1. Infection Prevention:

• Configure the first section as follows:
• Section ID: infection_prevention
• Section Label: Infection Prevention
• Score Output Field: Set Hidden field “Infection Prevention score”.
• Possible Output Field: Set Hidden field “Infection Prevention possible points”.
• Percentage Output Field: Set Hidden field “Infection Prevention percentage”.

2. Care Environment and Equipment:

• Configure the second section as follows:
• Section ID: care_environment
• Section Label: 2. Care Environment and Equipment
• Score Output Field: Set Hidden field “Care Environment score”.
• Possible Output Field: Set Hidden field “Care Environment possible points”.
• Percentage Output Field: Set Hidden field “Care Environment percentage”.

3. Emergency Readiness:

• Configure the third section as follows:
• Section ID: emergency_readiness
• Section Label: 3. Emergency Readiness
• Score Output Field: Set Hidden field “Emergency Readiness score”.
• Possible Output Field: Set Hidden field “Emergency Readiness possible points”.
• Percentage Output Field: Set Hidden field “Emergency Readiness percentage”.

• Add the Questions to Each Section: Inside each section, add the Select fields that should be included in that section's score.
• For example, the Infection Prevention section contains the following questions:

Question 1: Are hand hygiene supplies readily available in every patient care area?

• Source Answer Field: Set the Select field for the question.
• Question Label Override: You can add the question label.
• Possible Points: 1
• Full Score Value: Yes
• Zero Score Value: No
• Excluded Value: N/A

Question 2: Is there a documented process for respiratory hygiene at entry and triage points?

• Source Answer Field: Set the Select field for the question.
• Question Label Override: You can add the question label.
• Possible Points: 1
• Full Score Value: Yes
• Zero Score Value: No
• Excluded Value: N/A

Question 3: Are environmental cleaning responsibilities and schedules clearly assigned?

• Source Answer Field: Set the Select field for the question.
• Question Label Override: You can add the question label.
• Possible Points: 1
• Full Score Value: Yes
• Zero Score Value: No
• Excluded Value: N/A

Question 4: Is reusable patient-care equipment reprocessed between uses according to facility procedures?

• Source Answer Field: Set the Select field for the question.
• Question Label Override: You can add the question label.
• Possible Points: 1
• Full Score Value: Yes
• Zero Score Value: No
• Excluded Value: N/A

Configure the Remaining Sections:

• Once the Infection Prevention section is configured, follow the same setup for the remaining sections “Care Environment and Equipment” and “Emergency Readiness”.
• Add the relevant questions to each section and use the same scoring values:

Configure the Rating Bands:

• At the bottom of the Field Value Scoring Summary settings, configure the Rating Bands.
• Rating Bands convert the overall percentage into a readable rating.
• In this example form, we added:

THIRD PAGE:

4. Set up the Assessment Report Page (Third Page)

This page of the example form is used to display the final assessment results and allow the user to download the same report as a PDF.

• Drag and drop a “Paragraph”, an “HTML”, a “Hidden”, and a “PDF Download” field.

5. Configure The “Paragraph” Field:

• Click the pencil icon of the field.
• (Optional) Add: Review the completed assessment below. The Download Professional PDF button exports this exact report layout, without duplicating the form or adding a separate PDF Preview field.

6. Configure The “HTML” Field:

• Click the pencil icon of the field.
• Paste the code.
• Set “yes” for the “Enable Reload On Merge Field Change” option.

Please use this code:

7. Configure The “Hidden” Field:

• Click the pencil icon of the field.
• Paste this under value: {{clinic_organization}} - {{clinic_location}} - Operational Readiness Assessment
• Here, {{clinic_organization}} - {{clinic_location}} are the field IDs. Please update the field IDs as per your form.

8. Configure The “PDF Download” Field:

• Click the pencil icon of the field.
• Fill in the options as shown below.

9. Test the Form.

• Preview the form and complete the assessment using a few different Yes, No, and N/A responses.

• Once the assessment is complete, review the Assessment Report page:
• The overall score, possible points, and percentage are displayed correctly.
• The correct overall rating is shown based on the configured Rating Bands.
• Each section displays the correct score, possible points, and percentage.
• The individual Yes/No/N/A responses appear correctly in the report.
• Clicking “Download Professional PDF” exports the custom assessment report.

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂