Purpose of Forms

Forms are interactive documents designed to collect, process, and track important information efficiently. They are commonly used for tasks such as compliance checks, reporting incidents, submitting requests, or gathering feedback. Using forms helps ensure standardized data collection and streamlines communication and approval processes within the organization.

Accessing Forms

Users can find interactive forms within the Documents section of the app. To quickly locate forms, use the available filters to narrow down the list by document type or other relevant criteria.

Form Workflow

Interactive forms follow a structured flow designed to simplify your task management. Form workflows are defined by your companies administrator. In the web-reader and app you can:

Open a Form
Select a form from the Documents list to open and start filling it out.

Completing a Form
When filling in a form, mandatory fields are clearly marked with an asterisk (*). As you fill in each field, a checkmark will appear in the outline to indicate that the information has been provided. This helps you easily track your progress and ensures all required information is completed before submission.

Note: The Subject field is mandatory. It allows you to differentiate between multiple uses of the same Form template for different incidents or cases (e.g., Form: Bird Strike Report, Subject: ZRH-NRT and another time maybe ZRH-GRU).

Draft Management

Drafts allow you to pause and resume form completion without losing your data. You can revisit and edit saved drafts before submitting.
While working on a form, you can save your progress at any time. The system ensures that only one draft per form subject is kept. Saving multiple times a form with the same subject will overwrite the previous draft for that same subject, preventing clutter from duplicate drafts.

Note: Drafts are automatically removed upon successful submission to ensure you only see active, unsent drafts.

Submitting Forms
Once you complete and submit a form, any associated draft is automatically deleted, keeping your draft list clean and up to date.

The submitted report will also be automatically sent to the designated instance as defined in your back-office settings.

Accessing Submitted Forms
Submitted forms can be accessed under the Form Responses section, where users can review their past submissions and track the status of each response.