From the xCenta Dashboard, click on the Policies and Procedures icon in the Modules section.
A new window will appear. Click on the Create New Policy or Procedure button.
A new pop up will appear. For Policy / Procedure Type select Standard Survey. Give the policy an appropriate Title and Description and enter a Code / Ref if necessary. Then click Create.
Click on the Policy / Procedure you wish to add the form to. This will bring up a further option; click Add Form.
A new pop up will appear. Select a Form Template from the drop down box. Enter a Form Display Name and select a Required Completion Date. Then click Add Form.
Click on the Policy / Procedure that contains the required form. To add a user to a form click the 
icon on the form you wish to add the user to.
A new pop up will appear. Select the users from the Participants list by clicking the box next to the users name. Then click Save.
If you are unable to follow these instructions, you may not have the required user permissions. Please contact your Site Administrator.