Collaborate: How to enable collaboration on a form

Adam Klug
Adam Klug
  • Updated

Collaborative forms in Assignar allow multiple Fieldworkers to work on the same form result. As an example, you could have each Fieldworker sign a SWMS form on their own device, with all sign-offs in the single form result.

 

What will happen once collaboration is enabled?

If a form is set as collaborative, it will mean that any FW who is allocated to work within a specific order and date will be able to add a response to the form, whether or not is linked to their specific role or task.

 

As an example:

  • An order has 5 FWs allocated on Tuesday

  • Of the 5 FWs, 3 are allocated to roleA and 2 are allocatted to roleB

  • roleA has a collaborative form linked to it, roleB does not

  • All 5 FWs will have access to the form

  • Any FWs working on the order on other days will not have access to the form, unless they are also working on the Tuesday

How to make a form collaborative

By default, forms are not collaborative. To enable collaboration on a form, follow the steps below:

 

1. Go to the Forms page

2. Select the form you'd like to make collaborative

3. On the left-hand side, tick the "Make Collaborative" checkbox

 

4. Click the "Save & Close" button to save changes and return to the Forms page

5. Refresh the page and you will notice there is a 'Collaborative' icon on the form

 

 

 

 

 

 

 

 

 

 

 

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