Deploying & Assigning Electronic Forms
  • 30 Oct 2023
  • 1 Minute to read
  • PDF

Deploying & Assigning Electronic Forms

  • PDF

Article Summary

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, as well as assigning rules to determine when they show.

Deploying Forms

Firstly, navigate to Settings > Electronic Forms

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Using the ‘Search Forms by Industry’ and the free type ‘Search’ filters, you can find the relevant forms to you and your business.

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Next, you can Preview the form details by clicking the eye icon, or Deploy it straight to the mobile app by ticking the box.

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Assigning Forms and Rules at Company Level

Setting the form rules here will activate the rules across all jobs on the system.
This can be filtered down per job too, which is explained further here.

Navigate to Settings > System Set up

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Next, click the Forms tab
Any forms that you have deployed, will show in this list automatically.

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

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

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The toggles will only appear for the relevant type. I.e. if it’s a visit form, the toggle will only appear against ‘Required on Visit’

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

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

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Further Support

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


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