Management Portal User Guide
New updates for Management Portal Users
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
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
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
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
To create a New Job, go to Jobs > New Job
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You can ...
Wed, 15 Jun, 2016 at 1:46 PM
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
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
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
To view the PDF generated from a Submitted Form, follow the path:
Forms > Submitted Forms > View Submitted Form > View PDF
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Wed, 15 Jun, 2016 at 4:19 PM
To build your first form, go to Forms > Build / Edit Form, as below:
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Mon, 20 Jun, 2016 at 12:11 PM