On the Forms screen, you can view all the templates. If you want to create a new form based on a specific template, then you need to click on the [Create] icon beside that specific template row. This button is highlighted in the Forms screen shown below.

 

  • Click on the [Create] button beside a specific form template to create a new form under that specific template.

 

 

The template to be filled up is displayed on the left side of the screen. You can view the template in full screen or zoom in and out of the template view

  • Enter/select the relevant information in the template (click to select checkboxes or enter text in the comments textbox)

 

The information entered is based on the template type. For instance, a template may be a timesheet, logging hours worked by employees, or an Inspection form of an equipment. If a signature field is included in the form template, then you will be able to sign, using the mouse cursor.

 

Signature Field

For a form requiring a signature, the view will provide an option to sign. The signature field is shown in the screenshot below.

 

 

You will click on the ‘Signature’ field, and a pop-up window will appear.

 

The screenshot below shows the signature field pop-up window.

 

You can move the mouse cursor over the blue area to draw the signature.

  • To change the color of the signature, click any of the color radio buttons – red, blue, or black
  • Tick the checkbox ‘Save signature’ to save your signature for future use.
  • Click the [Clear signature] button to clear your sign from the blue area.

 

Once the signature is complete, you must click [Done], the ‘Signature’ pop-up window will close, and the signature field will be populated. The next time you click within the signature field on one of the forms, a pop-up window will appear with two options: The first will be a photo of their saved signature, and the other will be an option to create a new signature. If you select a saved signature, the signature will auto-populate on the form. If you wish to create a new signature, you will select the “New Signature” option.

 

After drawing a signature, it is shown on the ‘Signature’ field of the template.

 

You can select a drawn signature and increase or decrease the signature size as shown below.

 

Once you return to the Create form screen:

  • The application displays the auto-populated form number. This number cannot be changed by you. If previously 2 forms have been created using this template, then the form no. for this new for which is being created will be 3.
     
  • You can accept the auto-populated (today) form date or select a new form date (this date may not be the current date on which you are creating the form, as you can select any date as the form date). The actual form creation date is stored separately and will be displayed in the form activity section.
     
  • Approval type & Users to notify is fetched from the template under which the form is being created. These cannot be changed from Create form screen.
    • If the form has an approving authority as ‘Single approval required’ or ‘All must approve’, then you can view the users who have approval authority.
       
    • Also listed are the users who will be notified if there is any status change of the form or comment added.