Submitting Forms Using the Control Center

1.   From the upper-left corner of the Control Center, select the Forms Module icon.

2.   Go to the “Submit” tab.

3.   In the Form dropdown menu, select the form you want to submit.

      

      Additional fields appear on the left side of the screen and the form appears on the right side.

      

      Note: If you want to change the selected form, select another from the Form dropdown.

4.   Complete the additional fields as needed:

a     Description – An optional field that is used to distinguish this form from others of the same type when searching in completed.

b        Name – This field automatically populates with the name of the person who is submitting the form. This can be changed if the form is filled out for another person.

c         Form associations dropdown menus – Any associations selected cause the chosen location, device, asset, task, or ticket to be associated with this form, and are used to distinguish this form from others of the same type when searching in Completed. It also causes the form to be displayed on the “Completed Forms” tab in the Location Manager, Task Manager, Employee Manager, and Assets Module for the selected association.

      Note: Be sure to select the associations before filling out the form as some fields prepopulate based on the associations selected. (Only fields that were mapped in the Forms       Designer will prepopulate.)

      

5.   Save the form as needed:

1. If you want to save and submit the form, select [Submit]. This places the form into a completed state.

1. If you want to save the draft without submitting the form, select [Save Draft].