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In the Forms feature, you can now approve Forms that users have submitted and allow them to tick off when the related external work to this Form has been completed
The approval process for Forms works on an individual user basis so answers can be reviewed before the Form is approved and they can commence the related work.
To approve a Form that has been submitted by any user, go to the Assigned Forms menu on the left-hand side of the web portal. This will be under the Forms dropdown in the side menu.
Then click on View Responses for the form record that you want to approve (or reject).
Then click on View Submitted Answers, a blue box will now come up at the top where you can write notes and approve the Form submission.
Here you will be able to action the following:
- Notes- write any notes that will be visible to you and the user that has completed the Form
- Admin Notes- write notes that only administrators will be able to view
You will also have the Status dropdown. This is s where you will go to approve or reject your Form. Click the Status dropdown to change the status to one of the following options
If a status of a Form is updated, the user will receive a notification via email detailing which status the Form has been changed to.
They will then be able to go in and update it
To Approve the Form, simply change the status of the Form to Approved
Then click the Update button to action this change in status.
This will then email the user and they will be able to see this changed status when they view that same Form in their My Forms list from the App.
If you select Approved: Work in Progress, then this will notify the user by email that the work has now been approved and the status will change on their Mobile App. The user will be able to make comments and complete the work by clicking Complete Work when viewing the Form.
Once the worker clicks on Complete Work the status in the Web Portal will change to Work Completed and a notification will be sent to whomever has been selected to receive the notifications. That person can they click on Verify in the completed form to confirm that the work has been completed and verified.
If you need any help with specific applications of this feature then please do not hesitate to contact us on siteconnectsupport@lucidity.io or phone us on 0800 748 763