Jadu New User: I need both Jadu Central (Forms) and Jadu Connect (Workflow)

Step 1: Attend a Jadu Forms Orientation

The Jadu Forms Orientation provides an overview of Jadu Forms (Forms and Workflow). In the orientation you:

  • observe a demo of the tool
  • learn about considerations when choosing Jadu Forms.

New Units: The orientation is a requirement for onboarding a new unit or group to the tool.

Existing Units: If your unit is already onboarded, new staff members needing access do not need to attend the orientation before submitting an Access Request Form (see Step 3).

For more information and to register for a session, go to: Jadu Forms Orientation.

Step 2: Schedule a Jadu Forms Consultation

After attending the orientation, you need to set up a consultation with the Jadu Forms team (one consultation per department).

In the consultation meeting we will review the plans you have for using Jadu Forms, talk about user role assignments and determine your security set up.

To schedule a Jadu Forms consultation, please submit the Jadu Consultation Request form.

Step 3: Complete the Access Request Form (ARF) for Jadu Central

  1. Navigate to the Jadu Access Request Form (ARF) in TDX.
  2. Complete the ARF fields. When you reach the section What access is needed?, select Jadu Central (forms).
    1. Enter your Jadu Category.
      • Note: If you don't know your category, please contact the person in your unit/group who approves these requests and they can provide it to you.
    2. Select the Jadu Central Role needed.
  3. Submit the request. The ARF will route to your supervisor and the Jadu category approver.

Step 4: Gain Familiarity with Jadu Central and Build a Form

In order to begin working with Jadu Connect workflows, you must be familiar with some basic Jadu Central functionality. This includes:

  • Creating a form
  • Understanding how Logics work
  • Ensuring your form works by completing thorough testing

Step 5: Attend Jadu Connect Training

Training is mandatory prior to gaining access to Jadu Connect. This Jadu Connect training teaches attendees how to:

  • Setup workflow
  • Create alerts
  • Connect your Jadu Central form to your Jadu Connect workflow

To register for training, go to: Jadu Connect Training.

Step 6: Request Access to Jadu Connect

To request access to Jadu Connect, submit an Access Request Form (ARF) for Jadu Forms in TDX.

  1. Navigate to the Jadu Access Request Form (ARF) in TDX.
  2. Complete the ARF fields. When you reach the section What access is needed?, select Jadu Connect (workflow). Jadu Connect options appear.
    1. Enter your Jadu Category.
      • Note: If you don't know your category, please contact the person in your unit/group who approves these requests and they can provide it to you.
    2. Select the Jadu Connect Role needed.
  3. Submit the request. The ARF will route to your supervisor and the Jadu category approver.

Additional Resources

Last modified

TDX ID

3041