PAID FEATURE
A Paid license is required.
Step-by-step Guide on How to Create a Form
Note: Only Managers and Administrators can create a form.
1. On your mobile device, click on the "+" plus button on the bottom of your screen, then select Forms to create a new Form:
2. You will have the choice between 3 types of templates. (Safety - Quality - Environment).
3. Select the template you wish to use:
4. On the next screen you will have to fill in the general information of your Form:
Name (by default the name of your template)
List (select the list from the dropdown)
Category (select the category of your choice in the dropdown)
Room
Due date
User in charge (warning: only the user in charge can fill in and finalise the Form)
Do not forget to save after having filled in this information. You can either save it and close it, or save it and fill-in the form directly.
5. There are 4 different statuses for a Form:
To do
In progress
Waiting for finalisation
Done
6. Your Form is now created.
All participants (except for subcontractors, unless assigned to the form) with a paid license who are invited in the project and in the list will be able to view these forms.
Note: As a user in charge, you can fill in the Forms with the "To Do" or "In Progress" status. You need administrator or manager access rights to edit the form details. Administrators in a List can edit and fill in all forms of said-list, and managers can only edit and fill in forms they created. Any user assigned as a user in charge can fill in a form and/or reopen it once finalised.
Got a problem? Contact our support or ask your questions online directly on the app.