Feature Alert: If you are on a Legacy Plan, you might not have this feature. Contact [email protected] to learn more.
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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:
Log into the Mobile app
Click on the Orange Plus button
Select the form
Fill out the form as usual
Save the form once completed
Select the start date & time in the Approval Settings page
Click continue to submit the request
View & Review the permit request
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:
Log in to the Mobile App
Go to the Menu bar
You can view the request status from either Messages or the To-Do section
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.