> ## Documentation Index
> Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Form builder

> Understand how form templates are built, edited, and configured in Visualcare

Form templates in Visualcare are built using JotForm and uploaded to VCore. Visualcare provides 16 standard form templates out of the box, and custom templates can be built by request through the Visualcare support team.

All uploaded templates are managed under **Maintenance** → **Templates**.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-builder/image-1761890139708-0.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=9c05e916c436abddc16ff894750d429e" alt="Form templates list" width="1615" height="877" data-path="images/operations/form-builder/image-1761890139708-0.png" />

## How form templates work

Form templates use JotForm as the underlying form builder. Once a template is uploaded to Visualcare, it becomes available for workers and office users to complete against client or worker profiles.

<Note>New JotForm build requests can be directed to the Visualcare support team at [support@visualcare.com.au](mailto:support@visualcare.com.au).</Note>

## Editing form settings

Click **Edit** on a template to manage its settings. From the edit window, forms can be:

1. Marked as **Visible to worker** to allow workers to fill the template from the Vworker app
2. Added to the onboarding portal, vOnboard, for workers to complete during onboarding
3. Assigned as the shift start form by ticking **Is Start Form**
4. Assigned as the incident form by ticking **Is Incident Form**
5. Assigned as the shift completion form by ticking **Is Completion Form**

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-builder/image-1761890139710-2.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=2d8ec208bd261cbf1cb9d855fe258f65" alt="Form template edit settings" width="1873" height="798" data-path="images/operations/form-builder/image-1761890139710-2.png" />

<Warning>Start and completion forms pop up for workers in Vworker when they start or complete their shift. Only one template can be selected at a time for incident, start, and completion forms.</Warning>

## Viewing form template types

You can view the form template type by dragging the relevant column out of the **Column Chooser**. This column then contains links to view the form template.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-builder/image-1761890139711-3.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=4b518498d2ea58d57570ccd97fc93142" alt="Column chooser for template types" width="1874" height="892" data-path="images/operations/form-builder/image-1761890139711-3.png" />

## Word export tags

Field definitions contain word export tags that export information from a completed form into a Word document. For more information, see [Word templates](/operations/word-templates).

## Running into issues?

See [General troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Form templates" icon="file-lines" href="/operations/form-templates">
    Manage template visibility and compliance linking
  </Card>

  <Card title="Creating forms" icon="file-circle-plus" href="/operations/creating-forms">
    Create forms on client and worker profiles
  </Card>

  <Card title="Managing forms" icon="folder-open" href="/operations/managing-forms">
    View, edit, and manage completed forms
  </Card>

  <Card title="Word templates" icon="file-word" href="/operations/word-templates">
    Upload and manage Word document templates
  </Card>
</CardGroup>