Overview
Forms provide your staff with tasks and instructions that ensure your business processes are being met on every job.
Completing Forms on the job is as simple as ticking a couple of boxes, allowing your staff to get back on the tools as quickly as possible. This lets the business know in real-time how things are tracking and maintains accountability.
When to use it
For staff on the tools, use Forms to make sure you're completing all the required tasks that the business has set for the job you are working on. Checking off items will communicate to the business (and others working on the job) that you've completed one (or all) of the required tasks. This keeps everyone in the loop and ensures no work gets missed.
How to use it
In the Fergus desktop browser app, navigate to a Job where the Form you want to fill is located.
In the left side menu, click on Forms. The number of Forms you have for this Job is indicated by a counter e.g. "Forms (2)"
Here you can see:
Who is assigned to the Form
The date this Form is due for submission.
The Form Status (e.g. To Start, In Progress, Submitted)
Where the Job is attached to the Job Card (e.g. Job or Job Phase)
To complete a Form, click the Form's name in the table. This will open the Form in an edit mode. If system tags are used, we will highlight them in purple and display the current values we have for those tags in this Job/Job Phase context. Don't worry, until the Form is submitted, these will stay as system tags and only publish the value upon submitting the Form.
If the Form being filled has a system tag that does not exist in the Job/Job Phase context, this will not be resolved and you will have to remove it or type the value manually. If an unresolved system tag remains like that upon submission, this will be blanked out in the final Form.
Resolving system tags when there are multiple values. There can be situations when a system tag returns multiple values. A few examples are when you have more than 1 contact on a Job or multiple Job Phases. In this case, the system will ask you to pick one of these values.
Form settings
Once you are editing a Form, you can click on the cog icon and see its settings where you can
Assign Form to user/s or group/s
Set due date/Time
Set Reminder
Add extra information that may be relevant for the person filling the Form
Filling up a Form from a Job Phase on the desktop
You can also fill up a Form from a Job Phase page in the same way you do on a job. For this, navigate to a Job Phase and click on the Form name under Job Phase Forms.
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