Articles

How Do I Revise A Form? (Mobile App)

Follow

Revisions on the Mobile App

You can easily revise (edit, add, or remove) a form's content by choosing the "Revision" button in the list of options under the form name (Forms tab) on your device. 

1.jpeg

Once selected, choose the specific form you want to revise, based on the date it was initially created. 

2.jpeg

Once a revision has been made, the signature area will indicate this. Once signed, you will see all the signatures from the original form and revisions. From this form view, you will also be able to click View beside the signatures to see what the form looked like at that time of signature (to distinguish revisions made). This leaves a nice paperless trail of what was revised on that form.

Screenshot 2024-01-11 at 07.57.37.png

Note - If the Form in questions is not using the Advanced Label field, a [revision] tag will also be added to the Label field.

Screenshot 2024-01-11 at 08.00.17.png

 

Viewing Revised Forms on the Admin Panel

All form revisions are tracked not just by the edited information, but by signature, GPS location, and the time and date the revision was made. This makes it easy to tell specifically what the revision was, when it was done, where it was done and who it was done by. For auditing and compliance purposes, you have access to all of this information and can create a PDF, email a link, or print the form in any version of the form (original form all the way to the final revision). 

 

Was this article helpful?
1 out of 1 found this helpful

Comments