Management Portal User Guide

New updates for Management Portal Users

What Can I Do with the Management Portal?
  The Management Portal has many features but is primarily designed to: Help you Create your Forms Create, Dispatch, Schedule a...
Wed, 15 Jun, 2016 at 1:39 PM
How Do I Start Using the Management Portal?
The First Steps are normally: Build a New Form and Dispatch it to the App (Forms > Build / Edit Form).           You may...
Mon, 20 Jun, 2016 at 12:10 PM
How Do I Complete Forms in the Management Portal?
  Completing Forms in the Management Portal (rather than via the Mobile App) Once a form has been created, it can then be completed not only via th...
Wed, 15 Jun, 2016 at 1:38 PM
How Do I Complete a Form?
  The Mobile App User can complete a form in two different ways: By starting a blank form in the Forms section of the App. By opening a Jo...
Wed, 15 Jun, 2016 at 1:42 PM
How Do I Create a New Job in the Management Portal?
  To create a New Job, go to Jobs > New Job   ___________________________________________________________________________ You can ...
Wed, 15 Jun, 2016 at 1:46 PM
How Do I Set up a New Job?
There are 3 sections to the New Job Page:   Select the Form/s you would like to attach to the Job   Complete the details of...
Wed, 15 Jun, 2016 at 1:50 PM
How Do I View Submitted Forms?
Every form that has been Submitted can be viewed in the Submitted Forms Page. You access the Submitted Forms page via the Forms > Submitt...
Wed, 15 Jun, 2016 at 4:20 PM
What are Action Options?
Convert to Job: enables a Submitted Form to be converted to a New Job. This will bring all of the form information from the Submitted Form across to th...
Wed, 15 Jun, 2016 at 4:13 PM
How Do I View PDF Reports?
To view the PDF generated from a Submitted Form, follow the path: Forms > Submitted Forms > View Submitted Form > View PDF   ...
Wed, 15 Jun, 2016 at 4:19 PM
How Do I Build My Own Forms?
To build your first form, go to Forms > Build / Edit Form, as below:   _____________________________________________________________...
Mon, 20 Jun, 2016 at 12:11 PM