Forms

6 articles

Employee Hub - Create a new form

In addition to the ability to create forms and surveys as part of a task , the Employee Hub offers the ability for users to submit forms without needing to receive a Task first. We understand that th…

Updated by Leigh Hutchens

Employee Hub - Forms Dashboard

Forms Library. The Forms Library contains any published forms that you have viewed or used. Forms can be used by different roles in different ways: HQ / Field leaders : Use the Forms Library to explo…

Updated by Leigh Hutchens

Employee Hub - Adding questions to a Form

You should also review Create a new form for broader guidance on creating and sending out forms. Many forms sent out require stores/recipients to supply additional information back and/or to fill in…

Updated by Victor Jespersen

Employee Hub - Submitting a form

To report an incident or complete any required workflow, you’ll first need to access the correct form. The process is simple and ensures all the right information is captured from the start. Submit f…

Updated by Leigh Hutchens

Employee Hub - Viewing & exporting Form submissions

If you've been set to receive notifications on a form then you will receive a notification whenever a new submission is made. Even if you haven't been set to receive notifications you can still explo…

Updated by Leigh Hutchens

Employee Hub - Archive a form

If you no longer need a form you can archive it. Navigate to the form in Forms > Forms Library (see Forms Dashboards for more info here). Open the form that you'd like to archive. Open the menu on th…

Updated by Leigh Hutchens