Forms & Audits
Building forms, submitting them and running audit inspections.
24 guides
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Adding corrective actions (tasks) to audit questionsHow to raise a corrective action task directly from a failed or flagged audit question.All usersAssigning tasks from a formHow to raise a follow-up task directly from a form submission.All usersBuilding & using sub-formsWhat sub-forms are and when to use them for repeating sections within a larger form.AdminsBuilding audit templatesHow to build a new audit template, including scoring and corrective-action triggers.AdminsBuilding form templatesHow to build a new form template from scratch using the form builder.AdminsCompleting every form field typeA rundown of every field type you might encounter on a Teammate form and how to complete it.All usersCreating & completing an auditHow to start a new audit from a template and work through it to completion.All usersEditing, signing off, closing & reopening a formHow to make changes to a submitted form and manage its status through sign-off, closing, and reopening.All usersExporting & emailing audit reportsHow to export a completed audit as a report file or email it directly from Teammate.All usersFilling in forms from an email or shared linkHow to complete a Teammate form you've received via an email or shared link, without needing an account.All usersFinding & filtering the Form Records registerHow to search, filter, and sort submitted form records to find what you need quickly.All usersForm register bulk actions (export, send, share, reassign, duplicate, delete)How to select multiple form records at once and export, send, share, reassign, duplicate, or delete them.AdminsForms & Audits FAQAnswers to the most common questions about using forms and audits in Teammate.All usersForms vs Audits vs Templates: how they fit togetherA plain explanation of how forms, audits, and templates relate to each other in Teammate.All usersGenerating a QR code for a formHow to generate a printable or shareable QR code that links directly to a specific form.AdminsManaging audits: reassign, frequency, skip/stop repeat, deleteHow to reassign an audit, change how often it repeats, skip or stop its repeat schedule, or delete it.AdminsReviewing & signing off online training submissionsHow admins review a submitted training assessment and sign it off.AdminsReviewing, returning & closing off an auditHow reviewers check a submitted audit, send it back for corrections, or close it off.AdminsSetting up recurring audit schedulesHow to set an audit template to generate new audits automatically on a repeating schedule.AdminsSubmitting a new formHow to find, fill in, and submit a form in Teammate.All usersTaking an online training assessmentHow to complete an online training assessment assigned to you and see your result.All usersTroubleshooting form submissions (drafts, attachments, locked records)Fixes for common form problems: drafts that won't save, attachments that fail to upload, and records that appear locked.All usersUnderstanding the Audit RegisterWhat the Audit Register shows and how audits differ from ordinary forms.All usersUsing My Actions (your assigned & submitted forms)What the My Actions view shows and how it helps you track forms you've submitted or been assigned.All users
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