How to Complete Digital Forms Efficiently

How to Complete Digital Forms Efficiently

In this video, I walk you through the process of completing digital forms within our system. Once you're logged in, simply click on the forms section to access and fill out the necessary forms, like the job pre-start. If you're using the mobile app, the process is the same, and you can complete forms directly from the site. If you get interrupted, you can easily find any forms in progress and finish them later. Please ensure you complete all required forms associated with your account to keep everything organized and saved against the relevant site.

Procedure for Completing Digital Forms

Objective

This SOP outlines the steps for team members to complete digital forms within the system, ensuring all necessary information is captured accurately.

Key Steps

 

Accessing Forms 0:00

  • Log into the system.

  • Click on the 'Forms' section to view all forms you have access to.

 

Selecting a Form 0:12

  • Identify the form you need to complete.

  • Click on the specific form to start filling it out.

 

Using the Mobile App 0:24

  • If using the mobile app, access the dashboard.

  • Click on 'Forms' to navigate to the available forms.

 

Completing Job Pre-Start Form 0:40

  • Select the 'Job Pre-Start' form.

  • Fill in all required information accurately.

 

Completing Forms on Site 0:56

  • Ensure you are at the site where the form is relevant.

  • Sign the form and fill in all necessary details.

 

Saving Completed Forms 1:07

  • After completing the form, it will be automatically saved against the site.

 

Accessing In-Progress Forms 1:20

  • If interrupted, return to the site forms section.

  • Click on 'In Progress' to find any forms you started but did not finish.

 

Finalizing Forms 1:31

  • Complete any in-progress forms.

  • Ensure all forms are saved against the correct site.

 

Company-Level Forms 1:52

  • All completed forms will be stored at the company level for reference.

Cautionary Notes

  • Ensure you have the necessary permissions to access and complete specific forms.

  • Double-check all entered information for accuracy before saving.

Tips for Efficiency

  • Familiarize yourself with the forms you frequently use to speed up the completion process.

  • Use the mobile app for on-the-go access to forms, especially when working on-site.


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