Form Improvements

Form Improvements

We have made some improvements to how form submissions are stored and accessed. See video below for the changes - hopefully they make things more efficient for you. 
There is also a step by step after the video. 



Improvements to Form Submissions in Portal

Objective:

To guide workers or admins on accessing and completing form submissions within the portal efficiently.

Key Steps:

  1. Accessing Form Submissions:

    • Log in to the portal and navigate to the forms section.

    • Click on "My Form Submissions" to view all forms saved against the worker's profile.

    • Select the form and site to view all form submissions related to that worker.

  2. Completing Forms on Mobile App:

    • Within the mobile app, go to the site forms section.

    • Choose from templates or in-progress forms to complete.

    • Fill in the form details, including descriptions and photos.

    • The form will auto-save as you progress through it.

    • If interrupted, the form will be saved in-progress against the site.

Cautionary Notes:

  • Ensure to select the correct form and site when accessing form submissions.

  • Double-check the information entered in the form before submission to avoid errors.

Tips for Efficiency:

  • Utilise the in-progress feature to resume form completion at any time.

  • Familiarise yourself with the form templates to expedite the form-filling process.


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