Forms Manager

In the Forms page you can see all of your existing forms and can filter with the STATUS FILTERS. Use the ADD FORM button to create a new form in the form builder.

Form Builder

In the form builder you can set the FORM NAME which will make it easy to identify. You can also select one or more FORM TYPES, which will determine the form appears within PIVOT. The form can be set to show on:
SITE - which appears in the TASKS/FORMS menu of the operations page.
COMBINATION - which appears against only set combinations (ie. asbestos loads)
LOAD - which appears as an option on all loads
COMPANY - which appears against within each in the company module
VEHICLE - which appears against vehicles in the vehicles module

FORM SECTIONS are all of the options available for functions within your form and include:
DATE - All forms will automatically record created date & submitted date but date fields can be used to record custom date/time
OPTIONS - Include functions such as check boxes, radio buttons and dropdowns
TABLES - Tables allows for the creation of fillable tables which are further explained below
TEXT - Various text response options are available
FILE UPLOAD - File Upload enables users to upload images or documents to a form submission
VISUAL - The visual functions provide options for design of the form

Adding Sections

The ADD SECTIONs button allows you to add as many sections to the form as required. You can reorder the sections by dragging the number on the left to the intended location. Many of the section types include a RICH TEXT EDITOR which is where you can write your question and include a description or additional information if required.

The REQUIRED TOGGLE makes a section compulsory, meaning a form cant be submitted without completion of that section. DELETE SECTION will delete an entire section.

When you are ready to publish a form, simply change the status to Active.

Tables

Tables can be a useful section type allowing for entry of several data types. Use the COLUMN/ROW selector to choose what to add. The TABLE DETAILS fields include column/row name, location for insertion and in the case of columns, several options for input field types.
The TABLE DISPLAY provides a live view of the table as you build it and the COLUMN/ROW DELETE allows for the removal of columns/rows of your choosing.

Version Control

Using EDIT FORM you can make changes to existing forms but it is important to note that this can impact previous submissions (ie. removing a section will remove previous submissions of that section. Forms have a version control system allowing for editing of forms without impacting previous submissions. Click CREATE NEW VERSION to create a new version in draft FORM STATUS. When you make the new version active, it will move the old version to archived.

Submissions

In the SUBMISSIONS TAB you can apply filters to view all previous SUBMISSIONS.