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Overview of RACE Dynamic Forms Home Screen
Create New Versions, Edit and Publish RACE Dynamic Forms
With the forms versioning functionality you can modify a form and deploy it in production directly. This functionality eliminates the lengthy change management process of moving forms from development, to QA, and to production environments when changes are minimal.
User roles and authorizations for working with forms
User roles with read and write authorizations are defined based on business requirements. These roles add a level of scrutiny and ensure that a form meets the needs of the business. A combination of the following roles can be used for the form creation and versioning processes.

Title and Copyright
Copyright and Terms of Use for RACE™ Configurations Guide for mWorkOrder, a Mobile Workorder Management Solution of Connected Workforce Platform^TM.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Understand RACE™
Innovapptive’s Connected Workforce Platform™ uses built-in integrations to connect your SAP®, IBM Maximo, and other back-office systems with mobile applications.
Upload mWorkOrder RACE™ pre-set Configuration Spreadsheets
mWorkOrder configurations are provided in RACE™ pre-set configurations spreadsheets. Download these RACE™ spreadsheets from Innovapptive support website and upload the spreadsheets to enable the latest features that are developed for mWorkOrder.
Enable/disable modules and features
When you upload RACE preset configuration spreadsheets, all the standard features and configurations that are required for the mobile application are enabled. You can disable the features that are not required for your organization or not applicable for your industry.
Define Defaults, Filters and Search Criteria
Defaults, Filters and Dynamic Search configuration settings through RACE™.
Configure Extensions
Extensions help you configure additional fields and properties, modify the properties of standard fields or create and map a new field from the SAP system.
Create Custom Tabs (Screens)
Use the Screens menu to configure screen elements like custom tabs - Single Panel and three (Line Item) panel view, single and multiple forms and form buttons.
Create Custom Module for mWorkOrder
Overview of RACE Dynamic Forms Home Screen
- Search RACE Dynamic Forms
- View Dynamic Forms that are in Draft
- View Form that are not published
- View Published Dynamic Forms
- Categorize RACE Dynamic Forms
  You can organize the forms into logical categories using the Categories section. For example, you can organize all checklist forms into one category. You can create, edit, and delete categories as required.
- Deactivate and Activate RACE Dynamic Forms
  You can deactivate dynamic forms that are not required and activate them when needed. When you deactivate a form, it moves into dormant state and when you activate it the form along with the data is restored. This eliminates the need for deleting forms and recreating them when required.
- Configure Dynamic Forms and Form Fields
  Use the Dynamic Forms menu to configure Embedded and Standalone forms and fields for the form to capture data like measurement readings and test results on the go.
- Configure user access and role for dynamic forms
  Configure access for the form so that the users (technician) can take specific actions on the Form and post the data to SAP.
- Create New Versions, Edit and Publish RACE Dynamic Forms
  With the forms versioning functionality you can modify a form and deploy it in production directly. This functionality eliminates the lengthy change management process of moving forms from development, to QA, and to production environments when changes are minimal.
  - User roles and authorizations for working with forms
    User roles with read and write authorizations are defined based on business requirements. These roles add a level of scrutiny and ensure that a form meets the needs of the business. A combination of the following roles can be used for the form creation and versioning processes.
- Migrate forms from an older version (2009 and below) to a new version (2009 SP03 and above)
  If you are on version 2009 or older, you must migrate using the following migration procedure to move to version 2009 SP03 and later versions.
- Optimize Performance and Define Offline Configuration Parameters
  Use the Performance menu to define the performance optimization and offline configuration parameters for the application.
- Assign Embedded form to dynamic screen (tab)
  Once you configure a form and fields for the form, you can assign the form to the transaction screen.
- Configure Standalone dynamic form
  The created form can be used as a standalone form too
Configure validations for fields
Configure validations for UI fields like hide, auto-populate, or disable fields depending on the value entered in another field, set fields as mandatory.
Optimize Performance and Define Offline Configuration Parameters
Use the Performance menu to define the performance optimization and offline configuration parameters for the application.
Define localization Entries
Use the Localization menu to define the local language translation for UI fields.
Maintain GIS Maps Access Tokens and License Keys
Use the GIS Maps menu to maintain GIS maps License keys and Access tokens.
Set color-coding for Work Orders
Use the Color-Coding menu to define color code of the work orders in the work order list screen.
Configure Push Notifications
Use the Push Notifications menu to configure the push notifications actions and other attributes.
Configure Risk Matrix
Configure Risk Matrix based on parameters defined by your organization to assess the Overall Risk associated with an incident by defining probable occurrence of risk incident and corresponding consequences with respect to safety, environment, asset damage/deferment and people. This helps you prioritize Notifications and accelerate the measures to be taken.

User roles and authorizations for working with forms

User roles with read and write authorizations are defined based on business requirements. These roles add a level of scrutiny and ensure that a form meets the needs of the business. A combination of the following roles can be used for the form creation and versioning processes.

Form Developer: This role has authorization to create forms or update the existing ones which are in the Saved or Verified mode. Form Developer can create new versions or revert to older versions of a form. This role also provides authorization to the user to download a form and upload it to a different environment.
Form Admin: This role, with version management access, can update an existing form that is in the Saved, Verified or in the Published mode.

Power User: This role allows users to review the form. Users can review and inform the changes to the Form Developer role. Power User have access to the forms that are in the Verified or Published mode.

End User: These users have access to those the forms that are in the Published mode.

Test User: These roles can view the forms that are in the Saved, Verified or Published mode. Their role is to check the form before moving to Verified and Published modes.

Table 1. User Roles and Permissions in RACE Dynamic Forms
Role	Create	Save	Review	Publish
Form Developer	Yes	Read, Edit	Read, Edit	Read, Edit
Form Admin	NA	Read, Edit	Read, Edit	Read, Edit
Power User	NA	NA	Read	Read
End User	NA	NA	NA	Read
Test User	NA	Read	Read	Read

Table 2. User Roles and Permissions Devices for Technicians / Operators (Phone and Tablet)
Role	View Access
Power User	Published or Verified
End User	Published
Test User	Published, Verified, or Saved