Selecting Form Templates from the Mobile App

Here you will learn how to access and complete Form Templates from the mobile app that have been set up for you to complete by your employer

The easiest way to access a Form Template is to click the Ornange plus button icon that can be found at the bottom right hand corner of the screen on any page within the app.

 

Plus icon

 

Then click Select Form Template in the Create/Report menu that appears.

 

Sslect Form Template

This will then bring up a screen whereby you can select which Site to log the Form for and which template you want to complete.

 

Form Wizard

This will auto default to the Site that you are currently signed into.

To change the Site the Form is being completed for, please click the Site selector at the top of the page and then select the appropriate Site via scrolling or directly searching for it.

 

To select the appropriate Templates, click on the Select a Template box and this will bring up a list of selectable templates created by the selected Site's account administrators.

 

Form Templates menu

 

Just click a template to select it and this will then fill up the previous screen with your selected template

 

Selected Form Template

Once you are happy with your selection (and checked that the appropriate Site has been selected, you can then click Create & Open Form down the bottom to access the Form.

 

A dialog box will appear confirming your decision. Click Yes to be directed to the Form.

 

Create Form Dialog

This will open up the Form itself which you can then scroll through and complete.

 

Form itself

At the bottom of the Form you will then see a Submit & Close option. Click this once you are happy and have completed the Form. You can also Save progress at any time without submitting by clicking Save Progress and then come back to the Form at a later date to submit it.

 

Submit and Close Form

Please note that all compulsory fields of the Form will be marked with a *. You must complete all compulsory fields before SiteConnect will let you submit your Form.

 

Once you have submitted your Form your administrator will be notified and they will be able to review your responses to this.

 

If you need any further help or have any questions please contact the support team by email siteconnectsupport@lucidity.io or Ph: 0800 748 763