Custom information on the Job Card for App Users

Summary:

Introduce enhanced customization options for the Job Card in the Formitize app, enabling the addition or restriction of displayed information based on user roles and specific operational needs.

Intended Outcomes:

• Increased flexibility in tailoring the Job Card display to better suit the specific requirements of different roles within the organization.

• Enhanced data privacy by allowing the restriction of sensitive information such as client contact details.

Specific Requirements:

• Permission-Based Customizations: Implement new permissions settings to control what information each user role can view on the Job Card.

• Custom Field Integration: Allow the inclusion of custom fields on the Job Card, which can be configured to display information crucial for on-site operations.

• Contact Detail Management: Provide options to either display or hide client contact details on the Job Card based on the user’s permissions or job requirements.

• On-Site Usability Enhancements: Ensure that all customizations maintain ease of access and visibility to support efficient on-site job execution.