The Management Portal

Lesson 3.1 Lesson 3.3

3.2 Jobs / Tasks

The Mobile App User can complete a form in two different ways:

  1. By starting a blank form in the Forms section of the App.
  2. By opening a Job and completing the Forms that have been attached to the Job when the job was created.

This section is going to cover creating a Job in the Management Portal.

To create a New Job, go to Jobs > New Job

New Job

You will then be taken to the New Job page ready to set up your Job

Setting up a New Job

There are 3 sections to the New Job Page:

Select Forms

Select the Form/s you would like to attach to the Job

Job Details

Complete the details of the Job

Prepopulate Forms

You can pre-populate fields in the selected form before dispatching it to the User.

Note - there is also a Recurring Job profile where you can set-up repeating jobs or tasks.

Recurring Job

Once you have assigned the Job to a specific User, the SAVE button changes to DISPATCH ready to be sent to a User.

You can then monitor the progress of the Job via the View Jobs page.

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