> ## 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 templates

> Filter form templates, control role-based visibility, and set which templates are used for shift start, shift completion, and incident forms

The form templates page in VCore lists all uploaded JotForm templates and lets you control who can access them, which roles can see them, and how they're used across the system.

Navigate to **Maintenance** → **Templates** to view and manage your form templates.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-templates/image-1761890139708-0.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=0e44a2c826822221861ace540006dd95" alt="Form templates list" width="1615" height="877" data-path="images/operations/form-templates/image-1761890139708-0.png" />

## Filtering templates

You can filter the templates list by:

* **Template Name** - search for a specific template
* **Visibility to worker** - show only templates visible (or not visible) to workers

## Setting role-based visibility

To control which worker roles can access a template:

1. Select a template from the list
2. Click **Roles**
3. Tick the worker roles that should have access to the selected template
4. Click **Save**

Any roles that are not ticked will not be able to view or complete the template.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-templates/image-1761890139709-1.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=d71d726ca33804ee44a4f2310a843698" alt="Role-based visibility settings" width="1622" height="780" data-path="images/operations/form-templates/image-1761890139709-1.png" />

## Form assignment options

Click **Edit** on a template to configure where and how the form is used:

| Setting                | Description                                                                    |
| ---------------------- | ------------------------------------------------------------------------------ |
| **Visible to worker**  | Allows workers to fill the template from the Vworker app                       |
| **Onboarding Portal**  | Adds the form to the vOnboard portal for workers to complete during onboarding |
| **Is Start Form**      | Pops up in Vworker when a worker starts their shift                            |
| **Is Incident Form**   | Used when submitting incident reports                                          |
| **Is Completion Form** | Pops up in Vworker when a worker completes their shift                         |

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-templates/image-1761890139710-2.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=02fa89999ca57eb6d6416d4cbf91bcd4" alt="Form template edit window" width="1873" height="798" data-path="images/operations/form-templates/image-1761890139710-2.png" />

<Note>Only one template can be selected at a time for incident, shift start, and shift completion forms.</Note>

## Viewing template types in the list

To see which type each template is assigned to, drag the relevant column out of the **Column Chooser** into the grid. The column will contain links to view the form template.

<img src="https://mintcdn.com/visualcare/CjNVHSFUZyL39ydC/images/operations/form-templates/image-1761890139711-3.png?fit=max&auto=format&n=CjNVHSFUZyL39ydC&q=85&s=e1414551d3cc462f592569fa9c2056a4" alt="Column chooser for template types" width="1874" height="892" data-path="images/operations/form-templates/image-1761890139711-3.png" />

## Running into issues?

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

## Related articles

<CardGroup cols={2}>
  <Card title="Form builder" icon="hammer" href="/operations/form-builder">
    How form templates are built and configured
  </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>
</CardGroup>