Admins/managers can quickly review or retrieve information from mobile form reports. For example, a site manager can quickly review a Site Incident and injury form completed on a site and ensure all required questions and information are up to date
In this article:
Creating a form report
Log in to the Mobile App
Go to the Menu
Go to Saved Forms
Click the Clipboard icon
Click the Orange Plus button to add a new report
Click Select form
Choose the form you want to make into a report
Select questions to add to your Form Report (up to 6 questions)
Click Next to generate the report
Save
Click on the Report to view it
Viewing form report
Log in to the Mobile App
Tap the Menu icon in the top left-hand corner
Go to Saved Forms
Click the Clipboard icon
Select the report you want to view from the list of mobile form reports (If no reports are shown, you'll need to create one first!)
To edit an individual form/section, click on the pencil icon on the right and the form will open for you to edit
Deleting form report
To delete the Form Report simply open the report and press the trash can icon in the top right corner, then press yes from the prompt.
Once you click yes, it will ask you to select your name & add type delete this is because you need either Admin, Manager or Tablet Manager access to delete a Form Report.
Making bulk changes
Open your Form report
Select the rows you would like to change
Press the bulk edit x records button
Select the answer to edit
Enter the new value and save
Select the user and enter the pin to sign