Collaborative Forms

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Set up Collaborative Forms to enable multiple workers to work on the same form. For example, you could have each worker sign a SWMS Form from their own device, with all their signatures living in the single form result.


Before you set up a Collaborative Form...

First, you'll need to build your Form, which you can learn how to do here.


How to set up a Collaborative Form

  1. Go to Field Data > Forms
  2. Click on the Form you want to make collaborative. This will open the form builder.
  3. On the left panel, check the Make Collaborative box.
  4. Save


Once you set a Form as Collaborative...

Workers allocated to work on a particular Job (Order), Date, or Role will be able to open and edit in the same form.

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