Managing Induction Forms for External Workers and Internal Teams
Induction forms in Site App Pro (SAP) can be managed to ensure accessibility for both external workers and internal teams. This guide provides step-by-step instructions for enabling external access and making forms available to internal teams.
Enabling External Access for Workers
Note: The External Portal is only available on Professional plans
To email an induction form to a worker who does not have a SAP login, follow these steps:
Open the induction form in the Admin Console.
Navigate to Form Settings and enable External form access.
Save the changes.
In the Forms list, click the three dots next to the form and select External request.
Enter the worker's email address and include any necessary instructions.
Send the request. The worker will receive a link to complete the induction form without needing to log in.
Note: External forms support specific question types. If a question is unsupported, you will be prompted to adjust it. Completed forms will appear in the Reports section and can be tracked through the Admin Console's Tasks section.
Making Forms Available to Internal Teams
If an induction form is not listed in the app for a client's team, you can make it available by:
Logging into the client's team and opening the Forms section.
Filtering for Unlisted forms.
Opening the induction form and expanding Form Settings.
Enabling the Form Library option.
Saving the changes.
Instructing the client's team to log out of the app and log back in to see the updated form list.
Troubleshooting Common Issues
Unsupported Question Types: If a question in the form is not supported for external access, adjust the question type as prompted.
Forms Not Appearing: Ensure the Form Library option is enabled and that users log out and back in to refresh the form list.
By following these steps, you can efficiently manage induction forms for both external workers and internal teams, ensuring smooth onboarding and training processes.