Create forms and capture & post data using Forms

Create forms (standalone) like checklists, emergency inspection and risk assessment forms and assign them to your team (field service technicians) to capture and post data.

Every technician or personnel is assigned a set of forms depending on their roles. Once the technician submits a form, you as a dispatcher / supervisor / manager can review and accept the form.

Note:
You can create and assign forms to the supervisors and technicians using RACETM.

Use the Forms Dashboard module, to manage the forms assigned to you or approve the forms submitted by your team. Forms are displayed on the following tabs:

  • My Team: Displayed only for supervisor role. Lists forms assigned to your team.
  • My Forms: Lists the forms assigned to you.

If you are a supervisor, see Review and approve forms

If you are a technician, see Capture and post data using form

Figure 1. Forms Dashboard - Home Screen