Collaborative Forms

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.

Note: Only workers allocated to the same Order and Date can work on the same form, the form must also be submitted via the allocation to allow other workers in the same allocation to see this.

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 the "Form Templates" tab
3. Click on the desired Form Template from the list to open the form builder
4. On the left slide-out, check the Make Collaborative box.
   1. If the left panel isn't visible, click the Settings button at the upper right hand corner
5. On the left slide-out we also recommend selecting Make Editable as well incase a worker accidentally submits a form that is being worked on as if this is not selected other workers will be unable to edit/add information
6. Save

Suggestions on how to set up your sign-off questions

We recommend setting up your sign off as a Question Group and have Multiple Answers selected, this allows each worker to individually add an answer to the form.
 

What workers see:

Worker 1:
Assigned forms will either show on the worker's Allocation above Other Form 

or if they tap on the name of the order it will show under forms:

. . .   

Or if not assigned they can still access the form through Other Form in their allocation to start the collaborative form.

Worker 2: 
Will see if a form is being worked on by another worker or if submitted it will have a green tick and they are able to go in and edit the form.

 . . .

Then when submitted the form shows Answer 1, Answer 2 and so on.