Fully Complete Forms from Admin Login
Description:
Enhance the Admin portal to allow users to fully complete forms attached to jobs, ensuring that all associated processes, such as triggering automated reminders and logging attached forms as complete, are executed. This feature addresses the current limitation where forms can be marked as complete in the Admin portal, but the associated processes are not triggered.
User's Original Request: "I would really like to be able to complete forms from the Admin login. Currently, you can only truly complete forms from the mobile login. When you complete a form in any manner from the admin login, either through Scheduler or main contact profile, although you are changing the job status to Complete, you are not actually triggering any automated reminders or logging any attached forms as complete."
Developer's Insight: The user's feedback highlights a gap in the current functionality of the Admin portal. While the portal allows for the marking of forms as complete, it doesn't execute the associated processes, leading to potential issues like missed reminders. Addressing this would ensure a consistent experience across both mobile and web platforms.
Proposed Solution:
Full Form Completion: Enable the Admin portal to fully complete forms attached to jobs, ensuring that all associated processes are executed.
Trigger Automated Processes: Ensure that when a form is marked as complete in the Admin portal, all associated automated reminders are triggered, and attached forms are logged as complete.
Consistent Experience: Ensure that the process of completing forms is consistent across both the mobile app and the Admin portal, preventing any discrepancies in form status and associated processes.
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Comments6
the Beach Geek
Mar 14, 2024
It would be great if this is voted in. We brought this up in 2022 when we started using the product.
Jamie
Jan 15, 2024
This would be beneficial for office staff related jobs such as,
A monthly audit to the office first aid kit with a form attached for record keeping, rather than staff having to use the app it could be completed directly on the computer.
This could also include going through the SDS folder and risk register making sure it's up to date, as well with a form signing off the check has been completed for record keeping.
Mal
Oct 17, 2023
This feature would be very helpful. We often have the need for admin to create or modify forms from our Admin area.
Grant McKenzie
Sep 8, 2023
Thanks for getting back to me Prue, yes, I am referring to completing forms attached to an existing job, through the main admin site not through the mobile version. You can complete the job as admin and it will display as such, but it does not actually complete the forms attached and the only way I can find to do so is to open the job through mobile app and complete. If you complete the job via portal then this means the forms aren't findable as completed forms during any subsequent form search, I think it may also mean that any future customer email reminders set on form page aren't actually implemented, meaning no reminders get sent even though the job is shown as complete.
Hope that makes some sense Prue?
Cheers, Grant, SpidermanYP.
Prue Wernicke
Sep 17, 2023
Hi @Grant McKenzie, thanks for the clarification. That's correct at the moment the forms (when connected to a job) need to be completed on the mobile app. Completing a job in the scheduler on the Web Portal will send Job Type Communication.
This request is available for voting.
Prue Wernicke
Sep 7, 2023
Hi @Grant McKenzie
Thank you for your feedback.
A form can be started and completed in the Web Portal if it is not connected to a job.
Can you please confirm that you are looking to be able to have a job created and be able to complete the process including submitting the form through the Web Portal?