Form Definitions

There are two areas to view forms:

From the drop-down, you can select "Active" or "Archived"

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  • Active: Forms that are active in your account and available to be submitted from the mobile app
  • Archived: Forms that are archived are unable to be found or submitted by anyone from the mobile app

There are Eleven different categories of forms:

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  • All
  • Construction
  • Financial
  • Food Service
  • Human Resources
  • IT
  • Loss Prevention
  • Maintenance
  • Marketing
  • Operations
  • Procurement
  • Safety

For each Form you are automatically given the following information:

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  • Name: The name of the form
  • Creator: The person who built the form
  • # Submissions: How many times the form has been submitted
  • Last Submitted: How long ago this form was last submitted
  • Category: The category the form was added to

From the Form page you can take the following actions:

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  • Report button: Navigates directly to the selected form's dashboard
  • Edit: Allows you to change the form template. Click Edit to access the form builder page and add, delete or change sections/questions
  • Preview Allows you to view the form as it appears in the mobile app
  • Copy: Duplicates the form template
  • Archive: Makes the form inactive to users. To archive, a form click the drop-down menu next to the Edit button and select Archive
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