Building Forms in the Control center
This article
reviews the steps to build a new form in the Control Center.
1. From
the upper-left corner of the Control Center, select the Forms Module icon.
2. Go to the “Build” tab.
3. Select [+New].
4. In
the Form Name field, enter a name for the form.
5. In
the Status dropdown menu, select “Active.”
6. Complete
the “Build” tab to build your form:
a Select a form element to add it to the form. Form
elements are the building blocks used to build a form. Add as many of these as
you need to build your form. New form items are added to the bottom of the
form.
b After form elements are selected, they appear on
the right side of the screen. Complete all fields and logic as needed.
c Use the control menu in the upper-right corner
of each item to manage as needed.
i. Makes a copy of this form item and put the copy right below this item in the form.ii. Adds a general form item and put the new item right below this item in the form.iii. Deletes this form item.iv. Moves this from item up one spot in the form.v. Moves this form item down one spot in the form.
Note: You can
preview the form by selecting the [Preview] button.
To close the preview
and return to the form builder, select [Close Preview].
7. If you want to customize how submitted forms will look when printed, go to the “Print Options” tab and complete the following steps:
a In the Print Options section, enable the checkboxes of all elements you want to appear on the printed form.b In the Layout section, select which orientation in which you want the form to print.
8. If
you want individuals or teams to receive an email notification when the form
has been submitted, go to the “Subscriptions” tab and
complete the following steps:
a Select the [+ Add] button.b In the Name field, enter the subscription name.c Enable the Individually when submitted checkbox.d In the From section, select the employee(s) you want to be notified of when they submit the form. Use the Employee dropdown to select employees.e In the To section, enter the email of the individual(s) you want to be notified when the form is submitted. To select employees in your WorkMax system, use the Employee dropdown. To enter emails not in your WorkMax system, enter the email in the Email textbox and click the green + button.
9. If you want to add special rules for when this form will appear when clocking in or out, go to the “Time Requirements” tab and complete the following steps:
Note: Requiring
a form will make the submission of the form mandatory to clock in or out. If no
requirement is selected, the employee will need to go to the Forms page in
Control Center or mobile app to submit a form.
a If you want to require a form from specific or all employees, enable the Use Employee Requirements checkbox and set the Employee Clock In and/or Clock Out rules.b If you want to require a form for specific locations or jobs, enable the Use Location Requirements checkbox and set the Location Clock In and Clock Out rules.
Note: You are
not required to set rules for both Clock In and Clock Out.
In most cases, we recommend setting only one.
10. When
you are done building the form and completing all optional tabs, select the
[Save] button at the bottom of the screen.
The form now appears
in your Forms List.
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