Jadu New User: I Need XFP Only

To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.

If you also need access to Jadu CXM (workflow), go to Jadu New User: I need both XFP and CXM.

Step 1: Attend a Jadu Forms Orientation

The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:

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

The orientation is requirement for gaining access to the tool. You can attend either an in-person or online session.

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 review your plans for using Jadu Forms and talk about user role assignments and data needs.

To schedule a Jadu Forms consultation, choose an available time slot from the Jadu Forms Consultation Calendar.

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

You need to submit an access request for Jadu Forms. We help you complete the ARF during the consultation.

Additional Resources

Jadu Technology Page

Self-Help Guide: Jadu Forms XFP