✔ Available on all subscriptions
Instruction Guide
- Step 1: Navigate to “System Administration” choose “Form Template Setup” then click “Forms”.
- Step 2: Click “+Add New” and enter the form name.
- Step 3: Configure Form Settings by assigning a User Group that can access the form.
- Step 4: Select Settings (Manual Entry or Auto populate for Description, Workplace, Branch and Date.
- Step 5: Assign coordinators
- Step 6: Add notification subscribers (Optional)
- Step 7: To add sections. Click Section, Enter Label Name, Select Type (e.g., “Initial Submission” or “Investigation”), Assign an Order Number and Click “Save“
- Step 7: Add fields to section (text, number, dropdown, checkbox, etc.), assign to section, label them, set as mandatory (optional), and click “Save”.
- Step 8: After adding all sections and fields, click “Save” to finalise the form.
If the System Administration Module is not visible in the menu, it means you do not have the required permissions.
Please contact your company’s System Administrator to request access