Forms

Mobile Forms allow access and completion of Forms directly within the R365 app. Users can view in-progress or submitted forms or fill out new forms on their mobile devices. Forms templates available on the mobile Forms screen are created and mana...

When mobile Forms is opened, the screen will open to the In Progress forms section. The In Progress section of Forms displays all forms with a status of ‘in progress’. Forms are listed in order of creation date with the most recent creation date o...

The Submitted tab of Forms displays all forms with a status of ‘submitted’. Forms are listed in order of creation date with the most recent creation date on top. Users will see any forms they have submitted as well as forms created by other users ba...

The mobile Forms screen is comprised of two tabs, the Form tab and the General info tab. For previously started forms, users can click into the desired tab to view or make changes. When filling out a new form, users will have the ability to fill o...

This article is part of mobile Forms and covers how to complete and submit a form in the R365 Mobile app. Forms can either be completed as part of a guide task or on an as-needed basis. When completing a form from a guide task, users must foll...

This article is part of mobile Forms and covers how edit a mobile form in the R365 Mobile app. Users can edit existing forms while they are still in progress. When the form’s security allows, submitted forms can also be edited to be resubmitted. ...