Form Definitions

There are two areas to view forms:

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

• 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:

• 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:

• 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:

• 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
  • How to Delete/Archive a Form (Admin)