1. Help Center
  2. Form Builder (2021)

Approving or Rejecting Form Responses

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 SiteConnect web portal. This will be under the Forms dropdown in the side menu.

 

Assigned Forms side menu

 

Then click on View Responses for the form record that you want to approve (or reject).

 

View Rewsponses

 

Then click on View Submitted Answers

 

iew Submitted Answers-1

Here a blue box will now come up at the top where you can write notes and approve the Form submission

 

Pre Work Permit

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 you as an administrator 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

 

Form Statuses

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 

 

To Approve the Form, simply change the status of the Form to Approved

 

Approved permit

Then click the Update button to finalise this decision.

 

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.

 

Approved Form Mobile

If you select Approved: Work in Progress, then this will notify the user that the work has now been approved and they will be able to make comments and complete the work once it is done in the mobile app by viewing the Form on their My Forms list.

 

Completing Work

You will then be notified (if you have selected yourself to receive the form's notifications) when the employee has completed this work inside of the app.

 

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