Forms Dashboard: Difference between revisions
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Created page with "{| class="wikitable" width="40%" cellpadding="8" |- ! Version | {{{version|Not specified}}} |} = Overview = {{{summary|No summary provided.}}} == Export Forms == {{{summary|No summary provided.}}} == Set Job Number == {{{summary|No summary provided.}}} == Set Job Scope == {{{summary|No summary provided.}}} {| class="wikitable" width="100%" cellpadding="8" |- ! Training Video | {{{video|}}} |- ! Transcript | {{{transcript|No transcript available.}}} |- ! See Al..." |
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{{TrainingVideo | |||
| title = Digital Forms - Forms Overview | |||
| module = Digital Forms | |||
| duration = 5:06 | |||
| updated = April 2026 | |||
| summary = A walkthrough of the Forms Library and Forms Dashboard — how forms are categorised and stored, how completion status is displayed, and how to filter, export, and print form data for reporting. | |||
| videofile = Digital Forms - Forms Overview.mp4 | |||
| transcript = | |||
<div class="ts-entry" data-time="0"><span class="ts-time">0:00</span> <span class="ts-text">Forms Library and Forms Dashboard overview.</span></div> | |||
<div class="ts-entry" data-time="18"><span class="ts-time">0:18</span> <span class="ts-text">Library stores every form grouped by category.</span></div> | |||
<div class="ts-entry" data-time="37"><span class="ts-time">0:37</span> <span class="ts-text">Forms are completely customisable per business.</span></div> | |||
<div class="ts-entry" data-time="121"><span class="ts-time">2:01</span> <span class="ts-text">Dashboard lists completed and incomplete forms.</span></div> | |||
<div class="ts-entry" data-time="173"><span class="ts-time">2:53</span> <span class="ts-text">Filtering by category, job, and date range.</span></div> | |||
<div class="ts-entry" data-time="227"><span class="ts-time">3:47</span> <span class="ts-text">Exporting forms as a PDF report.</span></div> | |||
| keypoints =<br> | |||
* Digital Forms has two main screens: Library and Dashboard. | |||
* The Library stores templates organised by category. | |||
* Required fields mark a form incomplete on the Dashboard. | |||
* The Dashboard shows every submitted form, filterable by job and date. | |||
* Forms can be exported individually or in bulk to PDF. | |||
* Printed reports show custom fields, signatures, and photos for auditing. | |||
| seealso =<br> | |||
* [[Related Page One]] | |||
* [[Related Page Two]] | |||
}} | |||
= Overview = | = Overview = | ||
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== Set Job Scope == | == Set Job Scope == | ||
{{{summary|No summary provided.}}} | {{{summary|No summary provided.}}} | ||
Latest revision as of 02:10, 24 April 2026
| PRS Version | Not specified |
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Overview
A walkthrough of the Forms Library and Forms Dashboard — how forms are categorised and stored, how completion status is displayed, and how to filter, export, and print form data for reporting.
✓ Key Points
- Digital Forms has two main screens: Library and Dashboard.
- The Library stores templates organised by category.
- Required fields mark a form incomplete on the Dashboard.
- The Dashboard shows every submitted form, filterable by job and date.
- Forms can be exported individually or in bulk to PDF.
- Printed reports show custom fields, signatures, and photos for auditing.
📋 Transcript Click any line to jump
0:00 Forms Library and Forms Dashboard overview.
0:18 Library stores every form grouped by category.
0:37 Forms are completely customisable per business.
2:01 Dashboard lists completed and incomplete forms.
2:53 Filtering by category, job, and date range.
3:47 Exporting forms as a PDF report.
Overview
No summary provided.
Export Forms
No summary provided.
Set Job Number
No summary provided.
Set Job Scope
No summary provided.