How to view Forms status

Form Authors can closely monitor progress of inspections by viewing the status of scheduled forms.

Scheduled inspections have the following status:
  • Open: Forms that have been scheduled but not assigned to the technicians.
  • To-Do: Form assigned to the technician and the technician yet to start the inspection and fill the data.
  • Partly Open: Form was assigned to the technician but later was unassigned.
  • In Progress: Technician has begun inspecting an asset and filling the data.
  • Completed: Technician has completed inspection and filling the data in the form.

To view the status of forms:

  1. Click the Hamburger menu on the top left of the screen.
  2. Expand Forms.
  3. Click Scheduler.
    Figure 1. Forms Tab
  4. Click the Inspections tab on the top.

    You can view the list of open, partly open, in-progress and submitted forms and the details like shift, operator, status, and so on.

  5. Select the required form to view the form summary on the right side.