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Aura - Title
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Forms: Create a Form

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Info
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With Microsoft Forms, you can create surveys and polls and easily track results as they come

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[in real time].

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In your web browser, go to office.com or log in through the NYSERDA Launch page.

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Sign in with your Office 365 work credentials.

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Click New Form to begin creating your form.

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Your form

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saves automatically while you create.

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Enter a

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title for your form. You can also enter

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a form description.

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Click Add

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new to add a new question to the form.

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Select the type of questions by clicking on Choice, Text, Rating, or Date.

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You can also select the downward arrowto see more options (Ranking and Likert). You can make any question required by toggling on the slider next to Required.

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  • Choice allows you to create a multiple choice question. You can toggle whether respondents can select multiple answers. You also have the option to create a Other option for respondents to select. Clicking on the three dots in the lower righthand corner allows you to access more settings, such as changing the format to a dropdown selection, shuffling the answers for each respondent, and adding Branching which can direct respondents to different parts of the survey based on their answers.
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Want to add more choices?

  • Click Add Option to add more choices than the two default choices.
  • Click Add “Other” Option to add a choice option that displays the text Other.
  • To remove a choice, click the trash can button to the right.
  • Select Required to make a question required or Multiple Answers to allow for multiple choices.
  • Click More settings for question , and then select Shuffle options to have Microsoft Forms randomly shuffle the order of the options displayed to users of the form
  • Tip: Click More settings for question , and then select Subtitle to add a subtitle for a question.
  • Some choice questions will trigger auto suggestions. For example, the days of the week will be auto-populated if you select “What day of the week should we go”?
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  • Click on the suggested options to add as choices. In the following example below, Monday, Wednesday, and Friday are selected.
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  • Text questions accepts written responses. Select Long Answer for text responses up to 4,000 characters if you want a larger text box displayed on the form. Clicking on the three dots in the lower righthand corner allows you to access more settings, such as adding a subtitle or restricting the responses to numbers. 
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  • Rating allows respondents to select a value on a scale. The scale can be as short as 2 or as long as 10 values. You can change the symbols to be stars, numbers, hearts, etc. Clicking on the three dots in the lower righthand corner allows you to add a subtitle or labels. 
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  • Date requires respondents to enter a date. 
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  • Ranking requires respondents to rank the options by moving them up or down on the list. MS Forms automatically displays and updates numbers such that #1 is the option on top, and the rest are numbered sequentially below. Clicking on the three dots in the lower righthand corner allows you to add a subtitle, shuffle options for each respondent, and add branching. 
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  • Likert asks respondents to select an option for each statement. These questions are often used to gauge opinions on a topic. You can add statements or options by clicking the plus (+) sign.

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To change the order of the questions, click the Up or Down arrows on the right side of each question

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or drag questions up or down on the form. 

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To copy a question, select it and then click

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the Copy

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Question button in the upper right corner.

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Click Collect Responses to determine how you would like to send out the form and set restrictions on who can respond.

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Click Preview at the top of the design window to see how your form will look for users. You can see how it will look on a computer and a mobile device. If you want to test your form, enter answers for the questions in preview mode and then

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click Submit.

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  • Click Mobile to see how your form will look on a mobile device.
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Click Back when you are finished previewing your form.

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