Setup Collaborative Forms

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You can setup 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 setup your Collaborative Form...

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

 

How to setup your Form as Collaborative

  1. Under Field Data, go to the Forms page
  2. Select the Form you want to make Collaborative
  3. You'll then land in the Form builder. On the left panel, check the Make Collaborative box.
  4. Save

 

Once you set a Form as Collaborative...

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

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