User Manual

Form History
Form History records the Category, ID, What, Method, Value, When, By, Role, and User ID of all edits made to a form. The History of a form can be found unde...
Tue, 30 May, 2017 at 2:46 PM
Capturing Signatures Using a Browser
Attendance Signatures To add an Attendance Signature, save the form and go to the Form Display.  Look for the Signatures box and either press “Add a sign...
Wed, 23 Aug, 2017 at 12:57 PM
Forgot Username?
If you have forgotten your username, click Forgot username? from your logon page.  In order to receive your username, the email address you provide mus...
Fri, 6 Oct, 2017 at 9:54 AM
Forgot Password?
If you have forgotten your password, click Forgot password? from your logon page.  In order to receive your password, the username and email address...
Fri, 6 Oct, 2017 at 9:59 AM
Formula Field
Use the formula field to construct formulas using eligible fields in a process.  Consider the form shown in the screenshot below, which displays a s...
Fri, 6 Oct, 2017 at 10:26 AM
Offline Forms
Below are some example scenarios where Offline Forms can help: ERP SDS Sheets Customer, Site, Contact - Make your list of Customer Sites, and Custo...
Mon, 3 Sep, 2018 at 2:06 PM
Import From Excel Into a Process
First Things First You have to have configured a process with fields first before importing any data, fields will not be created via Excel import.  ...
Mon, 3 Sep, 2018 at 2:06 PM
Dashboard Filters
The purpose of dashboard filters is to reduce the number of dashboards you have to create to display the information you want.  Consider an organization...
Mon, 3 Sep, 2018 at 1:11 PM
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays laggi...
Mon, 3 Sep, 2018 at 1:37 PM
Dashboard Presentation Mode
Have a dashboard that you want to display in a common area of your office?  For example, maybe you want to display the number of days since a lost time ...
Mon, 3 Sep, 2018 at 2:01 PM