Staff Interacting with Workflow & Permit on Mobile

In this article:

• Submitting a Form for Approval
• Accepted or Declined Request

Staff Completing forms

Field workers/contractors can now fill out and submit forms for approval using the mobile app. This feature can be used to apply for work permits, complete training modules, or initiate a workflow once the form is accepted.

To do this:

1. Log into the Mobile app
2. Click on the Orange Plus button
3. Select the form
4. Fill out the form as usual
5. Save the form once completed
6. Select the start date & time in the Approval Settings page
7. Click continue to submit the request
8. View & Review the permit request
9. Click continue to submit the request

Accepted or Declined Request

After submitting the form for review, the approver may either decline or accept the request. In either case, the submitter of the form will receive a pop-up notification for further action.

To do this:

1. Log in to the Mobile App
2. Go to the Menu bar
3. You can view the request status from either Messages or the To-Do section
4. If the request has been approved - Commence work or complete the follow-on tasks. If your request is declined, you can view the comments or requirements by clicking on the message. Update the form with the necessary information and resubmit.