Create your own online digital forms that can be used in various modules across the system such as Project Compliance, Positions and Requirements, Vendor Management, Offboarding, Equipment Manager, Visitors Manager and Learning Management.
Navigate to Form Manager on your dashboard.
1) Add Elements to the created Sections
Once you have created the name of your form section, you need to add elements to the document section.
Select the view button that displays next to the section created.
Fill in the name of the element that needs to be added.
Note: This will require an action type to be done (explained below), so it is important to be aware of what answer you will require to be submitted by the individual filling in the document.
Using the dropdown selection available, select the element type.
Requires the individual to add a date to the document.
Requires the individual to select using a drop-down selection.
Required the individual to fill in details according to the requested grid details.
This requires no action to be completed by the individual. The message type will be used when you are adding general information into the document that you are building.
Requires the individual to add their digital signature.
Note: Should a signature be required, you will have an additional dropdown selection available to select the “Answerer, Reviewer or a Specific user. If you select a specific user type, you will be required to select the required individual from your list of employees.
This is a free text field, so this will be used when you require the individual to add their name or a general comment for example.
Requires the individual to upload a supporting document, in the selected file type requested. Multiple File types can be selected.
This is a “yes/no” toggle switch.
This is a “yes/no/NA” toggle switch.
Use the toggle switch to advise if this field is mandatory or not.
When you are complete select save.
As you add your document elements, they will appear in the “Element Layout” display below the “Section Elements” field.
Use the arrows on the created element to move the sections around the grid display so that it suits your preferred layout.
Should you need to edit a created element, select the edit button on the element block for quick referral.
If you need an element block to appear wider or longer than other elements in your document, this can be achieved by hovering over the expand arrow on the element block and simply click, hold, and drag the block.
Example of how layout display can be altered to suit your needs:
Layout 1 element display: -
PDF View of layout 1: -
Layout 2 element display: -
PDF view of layout 2: -
When your layout is as required, select the save button.
Should you want to revert to your previous set layout before saving any changes, you may select the “reset” button and the system will revert to any previous layout if you have not selected save yet, because as soon as you select save, the system will lock those changes as the last saved element layout.
Note: When you create an element type that requires a grid display, you will be required to add elements to the grid display.
Fill in the list of grid elements as required. The created elements will appear in a list format.
As you add your grid elements, they will appear in the “Element Layout” display below the “Grid Elements” field.
Note: The grid element display will only allow you to list items one next to each other
When you have added your grid element select save.
At any given point when you are ready to view your PDF Sample document, select save, followed with clicking on the View Sample PDF button.