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  icon that can be found at the bottom right hand corner of the screen on any page within the app.

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

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.

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.

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

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

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.

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