Here you will learn what the Form categories option does and how to use this as an administrative tool to easily access your Forms Form Categories Form Categories can be used to organise your forms if you have multiple forms of the same type. Creating Form Categories from the Main…

When you are assigned a form, that form can now be Approved or Approved for additional work to be done. Here you will learn how to sign off the work once it has been completed. If the PCBU or Production owner approves a Form that you have completed/submitted that requires…

Here are some things you will need to know when assigning Forms to Users Assigning Forms to Connected Network Auto assigning Forms to everybody in your connected network can be done by ticking the Automatically Assign this Form to users in your connected network option within the Form Settings page….

Here you will learn how to view responses to your Forms that you have assigned to your Users Viewing Responses You can see all of the forms that are NOT Templates and review their responses from this menu. To access this, just click the Assigned Forms option on the left hand side under the Forms dropdown….

In the Forms feature, you can now approve Forms that users have submitted and allow them to tick off when the related external work to this Form has been completed. Approving a Form To approve a Form that has been submitted by any user, go to the Assigned Forms menu on the…