PAID FEATURE
An Enterprise 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 green "+" plus button on the bottom of your screen, then select Form to create a new Form:
2. You will have the choice between 3 categories of templates. (Safety - Quality - Environment).
Select the template you wish to use by choosing it in right category:
3. On the next screen you will have to fill in the general information of your Form:
Name
List (select the list from the droplist)
Category (Link the category of your choice with the droplist)
Due date
User in charge (warning: only the user in charge can complete and finalize the Form)
Do not forget to save after having filled in this information:
4. There are 3 different statuses for a Form:
To do
In progress
Done
Once a Form is Done, the Admin/Manager can not edit it anymore:
5. Your Form is now created.
All participants (but subcontractors) who are invited in the project/list will be able to view these forms.
Note: You can only edit the Forms that have the "To Do" or "In Progress" status. You need administrator or manager access rights to edit forms. Administrators can edit all forms, and managers can edit forms they created.
Got a problem? Contact our support or ask your questions online directly on the app.