Forms Dashboard

Dashboard

The dashboard screen is the main work area for you as a user. The screen lists all the forms that are to be completed by you. They include forms that you started adhoc, those that are created based on a schedule and those that have been assigned to you.

The split screen (Browser/Windows/iPad/Android Tablet) also displays interactive cards with a count of the forms with that status (tap on them to view those forms only.)

All Open forms
Forms due today (work for today, require your attention)
Overdue forms (these probably require your immediate attention)
Closed/Completed forms (those that you have completed and are still on device or in case of browser those that you completed in this session)

In addition you can also tap on the Filter icon to set up a filter to work with the forms of the corresponding status, change sort order etc.

Calendar

A calendar displays all dates on which forms are due. Overdue dates are indicated in red. Tap on any day to view the forms that are due on that day.

Forms to fill

The work list that is shown in the split screen dashboard is your primary work area. These are the forms that you will be required to work on a continuous basis.

Forms are displayed within tabs. Tabs allow you to work with:

Open forms due Today (default)
Forms due later
Approvals (Includes your requests and those that you need to approve)
Alerts (alerts from form submissions etc. that you need to review). Tapping on any alert will navigate to that form directly

Forms are additionally grouped according to the Category they belong to and are displayed. You can expand any category and work with the forms in that.

Forms have the following attributes additionally:

Assignee - The user(s) or team that needs to work on the form. Forms appear in your work list only if you have a role to play in it.
Reviewer - This is the person responsible to review the form and finally complete the form and submit it. The Reviewer or Primary responsible can be any of the following:
- You as a user are the only person working on the form then you are also the primary responsible
- A group of users are working on the form then the primary responsible is the user who is responsible to review and complete it. This can be you or any of the other users working on the form.
- If a team is responsible to work on the form then the Team Manager is the primary responsible.
- A primary responsible can also delegate to others
Priority - Forms can be of three different priorities based on their importance. In case of forms due on the same day, the priority can help users determine the order in which they need to complete work.
- High - Very important forms such as mandatory safety inspection forms
- Medium - Forms that are of lower priority such as generic data collection etc
- Low - Forms that are of the least priority
- None - No priority assigned
Due Date - Forms need to be be completed by a specific date. This is useful in time sensitive data collection such as scheduled inspections etc. wherein forms need to be completed and submitted by the specified dates.
Reminder - You can also set up reminders for forms that have a due date. The default is no reminder and can be changed to Daily reminders or just a reminder before the form is due.
Helpful note - You can add a note to the form that has to be filled for yourself or for others. For e.g. if an inspection of a newly commissioned generator is to be done, user could add a note to that effect to the inspection form.

Initiated by yourself

These are adhoc forms that you initiate. The forms are assigned to you by default and you can fill in all the data and complete the form. You can also share the form with other internal or external users. See sharing for more details.

Initiated by others

These are forms that other users require you to complete. The forms are assigned to you and you are also responsible to ensure the data is correct before completing the form.

Scheduled

These are forms that are initiated by the system based on a periodic schedule that has been configured. The forms are assigned to you and you may also be responsible to review the form before completing it.

Start new forms

Your work list displays all the forms that are currently assigned and need your attention. However the work list is dynamic in nature and new forms may be added to it and previously assigned forms may also be removed.

The work list additions maybe due to either forms that you initiate, are assigned to you by other users or are created by the system on a schedule. The list may also have new forms added due to reviews failing (forms are reopened), delegated to you by others, created by the system etc. Similarly forms may be removed from your work list when you delegate to others or they are not required any longer.

Adhoc forms

In the dashboard screen tap on the + icon add a new form to the work list. Select the form or the form set. You can now tap on the Fill button to start filling directly or tap on Next to enter additional attributes before filling. This will create a new instance of the form, assign it to you and open the form to fill. This is useful to fill a form on an adhoc basis or on demand.

Assign Forms

In the dashboard screen tap on the + icon add a new form to the work list. Select the form or the form set. You can now tap on the Next button. The next screen in the wizard is now displayed. You can (optionally) add some helpful notes on why this form needs to be filled, assign it to another user or team, set a due date / reminder and a priority as required. This will create a new instance of the form, assign it as per your choice and submits the form for further distribution. This is useful to request another user or team to collect some data on demand.