Here you will learn how to set up Recurring Forms correctly To set one of your forms up as a reoccurring Form, build the Form in the Form Builder tab that you want to make a reoccurring Form, then click Form Settings up the top Select the ‘This is a template‘ form and make the form ‘Active‘ once…
Learn how to log in to the Set Connect Visitor Kiosk and sign other users in and out of a production Signing into the App Once you have downloaded the Set Connect Visitor Kiosk App from either Google Play for Android devices or The App Store for Apple devices, open…
Here you will learn how to enable/disable notifications for ‘production entry’, ‘still on location after hours’ and completion of ‘Account Inductions’ Production Entry Notifications To enable or disable ‘Production Entry‘ notifications, click on the Settings icon in the black bar at the top of the page A drop down menu will appear. …
Learn how to sign in and out of a production/location using the Set Connect Visitor Kiosk App Signing into a production/location How to download the SetConnect Visitor Kiosk App To be able to sign in and out of a production/location on the Set Connect Visitor Kiosk App someone will have…
How to download the SiteConnect Visitor Kiosk App via Google Play or The App Store To download the SetConnect Visitor Kiosk App, which can be used to sign people in and out of Productions/Locations, go to either the ‘Google Play store’ for an Android device or ‘The App Store’ for…
You can now bulk import Tasks from a CSV, XLS or XLXS file and assign each Task to the appropriate user(s) To bulk import Tasks, you will need to first set up a CSV, XLS or XLXS file with all of the Task names in one column. You can also include…
Due to new security guidelines, users will now be locked out of logging into their profiles if they enter an incorrect password in three times. As an administrator, you can go in and unlock this user immediately so that they can try again. To unlock a user and allow them…
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….
