Forms

In the client portal (mijn.scrivio.nl) your client fills in the forms you assign — questionnaires and intake forms, for example. The forms page lists all assigned forms; from there the client opens a form to fill it in or to re-read a form that's already been completed. This page explains what your client sees and can do here.

Overview

Route	/forms (list), /forms/:id (filling in a form)
Audience	Client
Required permission	None — the client signs in via a personal email link

Assigned forms

On the forms page (/forms) the client sees every form you have assigned. Each form appears as a card with the title, an optional description, the number of questions and, if set, a due date.

If no forms are assigned, the page shows a message that nothing is waiting yet. The client opens a form by clicking its card.

Telling statuses apart

Forms have two statuses, which the client recognises at a glance without having to filter:

• Pending — not yet filled in. The card has a blue accent border and the Fill in action.
• Completed — already submitted. The card has a green accent border, shows the date it was filled in and the View action.

The list places pending forms at the top and completed forms below them. If a pending form is past its due date, the portal marks that card as overdue (red accent border with a warning icon) and moves it to the top, so the client knows which form takes priority.

Filling in a form

When the client clicks a pending form, the fill-in page (/forms/:id) opens with the title, the description and all questions. The client answers the questions one by one; the answers are kept within the page while scrolling.

Required questions must be answered before the form can be submitted — see Validation before submitting.

Saving a draft

A form doesn't have to be finished in one go. With Save draft the client stores the answers entered so far without submitting the form. The client gets a confirmation that the draft has been saved and can continue later from where they left off.

A saved draft keeps the Pending status: the form stays open until it is actually submitted.

Submitting a form

Once all required questions are answered, the client submits the form with Submit form. The portal confirms the successful submission and, after a few seconds, returns the client to the forms list, where the form now shows as Completed.

The Submit form button is unavailable while required questions are still open or the form has already been submitted.

Viewing a completed form

The client can re-read a completed form via View. The fill-in page then opens read-only: the answers given earlier are visible but can no longer be changed. A notice at the top indicates that the form has already been filled in. At the bottom there is only a button to go back to the list.

Validation before submitting

Before a form is submitted, the portal checks that all required questions have been answered. If an answer is missing, the submit button stays disabled and, on a submit attempt, a message appears stating that all required questions must be filled in. The questions concerned are highlighted so the client sees what's still missing.

Optional questions may be skipped by the client; they don't block submission.