Mobile 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 managed in the web version of R365, where new form templates can also be set up.

Mobile forms are broken up into two sections, In Progress and Submitted.

Forms is part of Task Management, an add-on to Operations. Contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.

Security

Forms permissions are found in the permission tree as follows:

Administration
- Form Templates
  - Edit Form Templates
  - Create Form Templates
  - Delete Form Template

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

Select More from the bottom tab bar.
Under Task manager, select Forms.

Forms Page

The Forms page displays in progress and submitted forms in two separate tabs: In Progress and Submitted.

	Button/Field	Description
1	Back button	Returns to the previous screen
2	In Progress Tab	Displays all forms with a status of ‘in progress’.
3	Submitted Tab	Displays all forms with a status of ‘submitted’. When the form’s security access allows, submitted forms can also be edited to be resubmitted.
4	Search	Searches the list of forms for a specific form name.
5	Filter	Opens filter options where users can filter forms by any of the following: Locations Category Form Date Created By Created On Modified By Modified On
6	Form row	Each entry represents an individual form that has been created. Tap to open the associated form. Forms are displayed in order by creation date with the most recent creation date on top.
7	+ Form button	Opens the form screen where users can select a form template to fill out.

Form Screen

The mobile form screen houses the general information related to the form as well as all the form components. It is comprised of two tabs, the Form tab and the General info tab.

Form Tab

	Button/Field	Description
1	Back button	Returns to the previous page, the forms page.
2	Select Section Menu	Opens the Select section menu. Selecting a form section moves to that section.
3	Form Name	Name assigned to the form. When completing a form, this section is auto-generated with the form template name and an identifying number. Users can edit the name in the general info tab if desired.
4	Section Name	Displays the user created section name as created in the form template. This field is not editable in form completion, but can be edited on the web version of the form template.
5	Time and User Stamp	Once a task/question is completed, displays the user’s name that completed the question/task as well as the date and time it was completed.
6	Task Name	The configured name of the task/question. This field is not editable in form completion, but can be edited on the web version of the form template.
7	Data Entry	Entry field for completing the task/question. Each form component has different entry requirements.
8	Take Photo	Indicates that a live photo must be taken to complete the request. Click the + button to use the mobile device’s camera to take the photo.
9	Required Task Icon	Indicates that the task is required and must be completed before the form can be submitted.
10	Form Progress Bar	Indicates the number of form questions completed in comparison to the total number of questions as well as the percent of the form completed.
11	Submit button	Submits and completes the form. Once submitted, the form moves from the In progress tab to the Submitted tab.

General Info Tab

	Button/Field	Description
1	Back button	Returns the user to the previous page, the forms page.
2	Form Status	Displays the status of the form: In Progress: forms are partially completed and have not yet been submitted. Submitted: forms have been submitted by the user completing the form. This status cannot be manually edited.
3	Location	Location that the form was completed for.
4	Form Name	Name assigned to the form, auto-generated with the form template name and an identifying number. This name can be edited by the user completing the form.
5	Form Date	Date assigned to the form when completing the form.
6	Form Progress Bar	Indicates the number of form questions completed in comparison to the total number of questions as well as the percent of the form completed.
7	Submit button	Submits and completes the form. Once submitted, the form moves from the In progress tab to the Submitted tab.

Complete a Mobile Form

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 follow instructions from the My Tasks page. When completing an unscheduled form, the form can be opened from the forms page.

Edit a Mobile Form

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.