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Forms Manager Knowledge Base

Form Builder Fields

Forms Manager’s Form Builder tool offers many useful fields for data capture. These fields are standard with the off-the-shelf product, however custom fields can be made to answer unique use cases. STANDARD FORM FIELDS Info Box The Info Box allows users to add copy to forms and format that copy to make titles, lists, etc.…

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Rewards Add-On for Forms Manager

Now you can reward your staff for submitting safety observations and other required forms.  Rewards is an add-on to Forms Manager that allows administrators to assign points to forms and manage a marketplace of rewards. When creating forms, you can now add submission points in the Form Settings. Staff submit forms to receive points that…

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Forms Manager Training Video

Watch this handy video to learn the basics of Forms Manager   00:00 Intro00:28 Registration 01:49 Line & Work Areas02:05 Shift Management02:22 Form Category Management 02:43 Form Builder 05:45 Submitting forms 07:09 In Progress09:17 Form Reports09:52 Documents11:02 User Management 12:00 Registration Administrator  

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Conditional Logic

Make fields conditional on the selection of other fields We are piloting the functionality currently with one customer and plan to have it rolled out to all Forms Manager apps in November 2019. The current functionality allows users to reveal Checkboxes Infoboxes Single Line Text fields conditional upon the selection of Shift Line / Work…

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Inspections Manager Access Level Guide

Use this guide to see what permissions each user type has in our Inspections Manager product.   Staff Super. Admin Home Page Access Home Page ✔ ✔ ✔ Scheduled Maintenance See scheduled and completed inspections ✔ ✔ ✔ Complete inspections ✔ ✔ ✔ Assign inspections ✔ ✔ ✔ In Progress See all failed inspections ✔…

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Forms Manager Access Level Guide

Use this guide to see what permissions each user type has in our Forms Manager product.   Staff Super. Admin Home Page Access Home Page ✔ ✔ ✔ Forms Access forms list and submit forms ✔ ✔ ✔ In Progress See all submissions in In Progress ✔ ✔ ✔ Assign In Progress tickets ✘ ✔…

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