Control Center Forms
Exporting Forms in ConnectMax
Introduction This article explains how to exports Forms in ConnectMax. Prerequisites Before you export forms, you must setup a forms export template. See more information on creating for export templates, see Setting Up Export Forms Template in ...
Form Items
Introduction Form items are the building blocks that you use to build forms. In this article we give details about each of the form items and how they can be used to build forms. To learn more about how to build forms, see Building Forms in the ...
Building Forms in the Control center
In this tutorial we will go through the steps to build a form in the Control Center. We will build an Injury Report form as an example. 1. Click Forms, Build, and then New. 2. Fill in the Form Name and set the Status to Active. 3. Click on a form ...
Setting Up Export Forms Template in ConnectMax
Introduction This article will explain how to export Forms to your computer using ConnectMax. Prerequisites In order to export forms from ConnectMax, you must have ConnectMax setup. For information on setting up ConnectMax, see Setting Up Your ...
Printing Forms in the Control Center
Printing a Form To print a completed form in the Control Center, click on FORMS and then choose Completed Select the form to print, email, or export by clicking on the form name in the Form name, then click View Print. A new tab will open with a PDF ...
How to Set Forms Permissions
Users can specify which forms employees have the ability to fill out in the field by using Permissions. To create a new permission set, or to adjust an existing permission set, select Settings and then from the drop-down select Modules. In ...
Completed Forms in the Control Center
To access completed forms in the Control Center, click on FORMS and then choose Completed. Completed forms search bar Any text entered in to this field will cause a search to be run on all of the columns in the forms list table, with exception of the ...
Submit a Form Using the Control Center
To submit a form using the Control Center, click FORMS, choose Submit, and then select the desired form from the drop-down list. After selecting the desired form, the form will appear on the right-hand side of the screen with the association's ...