How do I fill out a form?

Modified on Wed, 16 Nov, 2022 at 1:12 PM

Important information
Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organization's Administrator or click here to read more about roles & user types.

On a daily basis, employees fill out various forms. For example, claim forms, forms for hiring staff or client reports. A form can be filled out with the App for an object or unit of choice.

Follow the steps below to fill out a form:

1. Click on Objects in the home screen

2. Click on the desired object

3. Click on Start form under Actions 

4. Fill out the form 

5. Click on Save at the top right of the screen to send the form

Take note
- Multiple forms may be available for a single object. As soon as you click on Start form, a menu appears with several forms. Choose the required form.
- If you are interrupted, you can click on the arrow at the top left to save the form. You can find and resume the form from the home screen.

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