Assigning Job Forms

Introduction

Joblogic has an extensive list of industry standard forms available for your engineers to use.
The following guide will provide the steps to deploying these forms to an individual job, as well as assigning rules to determine when they show.

Assigning Forms and Rules at Job Level

Forms can be assigned on a job by job basis. This is done in a very similar way to the system wide set up.

To set this up, firstly navigate to your jobs page - Jobs > All Jobs
Next, either using the search functions at the top of the page, or simply clicking on the relevant job number already visible in the list, navigate to your chosen Job Details page.

Click the Job Forms tab at the top of the page to navigate to the forms list for this particular job.
The initial list will populate with the forms that have been assigned via Settings > System Setup > Forms.

Here you can see if the form is set up as an Asset form, a Visit form, or both

You can then choose the stage(s) at which the form should appear on the app, and whether it is mandatory against the visit, asset, or again both.

The toggles will only appear for the relevant type. I.e. if it’s an asset form, the toggle will only appear against ‘Required on Asset’

If you wish to add further forms to your job, click the Assign Form button in the top right.

You can then click on any forms you wish to include and finally click Add.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings.