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Any form assigned to you, can be visible and submitted from Daily Log. There are three types of forms that can be assigned to you:
- Required Forms
- Non Required Forms
- Collaborative Forms
What is a Required Form?
Required Forms must be completed before you submit your Timesheet. They will show up underneath the Assignment card in the Daily Log homepage or from the Assignment page.
You will know if forms are Required, if you see the:
icon in the Daily Log homepage or,
icon in the Assignment page.
Don't worry, if you forget to submit your form, you will be reminded and prevented from submitting your Timesheet.
For Administrators, learn how to set up Required forms here.
What is a Non Required Form?
Non Required Forms can optionally be submitted with your timesheet, which can be viewed from the Assignment page.
What is a Collaborative Form?
Collaborative Forms can be completed by multiple workers. You will know if a Form is Collaborative if you see the:
icon in the Daily Log homepage or,
icon in the Assignment page
Only one person can complete a Collaborative form at a time, so if you see the icon, this means another person is currently completing the form and you will have to wait for them to finish before you can start.
You can learn more about Collaborative forms here.
Can Forms be submitted more than once?
Yes.
If you need to submit the same form more than once:
- From the Daily Log homepage, tap the Assignment or Timesheet card
- From the Assignment page, in the Forms section, tap Start New
- Complete Form
- Submit