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Adding Locations, Notes, and Documents to a Web Form

Adding Locations, Notes, and Documents to a Web Form

How to keep PIAs, GDPR compliance and other metadata on your form
Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over a week ago

At the bottom of Step 1: About there are five tabs, three of which you can use to add metadata about your form:

Locations

These are the places where you've used the form on your Establishment's website. You can add unlimited locations, which means that you can publish one web form on many pages at the same time.

Note that a location can be used in two different ways:

  1. Embedding a web form into your university web page - used for PRQ and RAP - ie: https://www.university.ac.uk/enquiries where the form is completed without leaving your university web page.

  2. The university web page where a hosted web form is linked from, by a button or a text link - used for booking forms in APS, AOD, POD and EVM - ie: https://www.university.ac.uk/apply where the university web page has a button that opens up the booking form in a new Student CRM hosted web page and returns to the university web page after the booking is completed.

Locations are used in the UTM Link Builder, where they appear as the pages where a live form has been embedded, and where the UTM link is required:

Notes

This could be used to track changes made to the form, comments about the GDPR compliance of the form or other relevant notes.

Documents

These are used to provide a place for evidence that a Privacy Impact Assessment (PIA) took place, or an assessment of the GDPR compliance took place. Learn more about PIAs here. The status of a PIA is also recorded on Step 2: Configuration as you build your webform.

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