--- title: "What is the self-service form?" slug: "what-is-the-self-service-form" updated: 2026-06-10T11:26:20Z published: 2026-06-10T11:26:20Z canonical: "help.cintra.co.uk/what-is-the-self-service-form" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt > Use this file to discover all available pages before exploring further. # What is the self-service form? In order to view **Return to Work Declaration** forms and **Training Event Feedback** forms within **Self-Service**, you must first set up the forms within **Cintra iQ**. Each form should contain questions for the **Self-Service** user to answer. > [!WARNING] > **Important!** You must have System Administration permission in order to access this functionality. Go to Cintra iQ: System Administration Self-Service Forms ### ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064424.png) ## About the Ratings Tab Within the **Ratings** tab, you can perform the following: - Create a **Ratings Set**. - Create ratings to include in the **Rating Set**. - Edit a **Rating Set**. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064425.png) ## Rating Set pane A **Rating Set** is used when you want to display a drop down choice for a question response. 1. Outstanding. 2. Met expectations. 3. Did not meet expectations. Or yes/no etc. A **Rating Set** is the title of the header under which you apply individual rating records. What is entered in this pane will be selectable when you want to define the response to a question that requires a rating drop down for an answer. Within this pane, you can create a name for the rating set. ## Rating Set buttons Use these buttons to perform various tasks. | Name | Description | | --- | --- | | **New** | Click this button to enter the name of the header in which to attach the rating records. | | **Open** | Click this button to edit an existing Rating Set title. | | **Delete** | Click this button to delete the rating set from the pane. | ## Ratings Pane A **Rating Set** may include Outstanding, Adequate, Under performing or Yes, No or Agree, Disagree, Slightly Agree etc. Within this pane, you can create a rating by entering its title, selecting the order in which it appears in the drop down list, and entering a description. **![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064426.png)** ## **Ratings Buttons** Use these buttons to perform various tasks. | Name | Description | | --- | --- | | **New** | Click this button to create a rating that will appear as a choice within the drop down list. | | **Open** | Click this button to edit an existing rating | | **Delete** | Click this button to remove the rating from the choices on the drop down list. | ## About the Questions Tab Within the **Questions** tab, you can perform the following: - Create a **Question Group**. - Create and add questions to the **Question Group**. - Edit a **Question Group**. - Edit a **Question**. ### ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064427.png) ### Question Group Pane A **Question Group** is the title of the header under which you apply individual questions. A single question group can then be selected for use in a **Return to Work Declaration** form or a **Training Event Feedback** form. What is entered in this pane is selectable when you want to define the form that you wish to appear in **Self-Service**. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064428.png) ### Question Group Buttons Use these buttons to perform various tasks. | Name | Description | | --- | --- | | **New** | Click this button to create a question group title. | | **Open** | Click this button to edit an existing question group. | | **Delete** | Click this button to delete the question group from the pane. | ### Question Pane Within this pane, you can create the questions that can appear on the **Self-Service Return to Work Declaration** form or **Training Event Feedback** form. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064429.png) ### Fields | Name | Description | | --- | --- | | **Group Name** | This is the title of the **Set of Questions** that appear on the form. | | **Identifier** | This identifies the question and will show in the data picker for reporting on question responses. | | **Sequence** | This defines the order in which the questions appear on the form. | | **Response Type** | **Bool**: Use this option to allow the user to check a check box in answer to the question. **Date**: Use this option to allow the user to enter a date box as an answer to the question **No Response**: Use this option to create a text header within the form. **Number**: Use this option to allow the user to enter a numeric value. **Rating**: Use this option to allow the user to select an answer from a drop-down list. This is the ratings set in the **Ratings** tab. **Text**: Using this option to allow the user to enter free text as an answer. | | **Rating Set** | These sets were created in the **Ratings** tab. When **Rating** is selected as the **Response Type**, select the desired rating set . | | **Form Text** | This is the text that appears on the form as either the question or header. | | **User** | **Visible:** The question is visible to the **Self-Service** user. **Editable**: The question response is editable by the **Self-Service** user. **Mandatory**: The question must be answered by the **Self-Service** user. | | **Approver** | **Visible**: The question is visible to the **Self-Service** approver. **Editable**: The question response is editable by the **Self-Service** approver. **Mandatory**: The question must be answered by the **Self-Service** approver. | ### Question Pane Buttons | Name | Description | | --- | --- | | **New** | Click this button to create a question record for the Self-Service form. | | **Open** | Click this button to edit an existing question record. | | **Delete** | Click this button to delete the question record from the pane. | ## About the Forms Tab You can either create a **Return to Work Declaration** form and/or a **Training Event Feedback** form within the **Form** tab. Once created, the form will appear in **Self-Service**. Within the **Forms** tab, you can perform the following: - Configure the form to contain the desired questions and details. - Edit an existing form. You must select a form **Type** before you can create the form. ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064430.png) ### Type This drop-down lists the type of forms available in **Self-Service**. ### Definitions Pane Depending on what type of forms you select, this pane contains the **Form** definitions that appear in **Self-Service** when the **Self-Service** user selects the corresponding **Return to Work Declaration** or **Training Event**. - RTW ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064431.png) - Training Event Feedback ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001064432.png) ## Buttons | Name | Description | | --- | --- | | **New** | Click this button to create a new **Return to Work Declaration** form or **Training Event Feedback** form. | | **Open** | Click this button to edit an existing **Return to Work Declaration** form or **Training Event Feedback** form. | | **Delete** | Click this button to delete the desired **Return to Work Declaration** form or **Training Event Feedback** form from the pane. |