Forms in the Mobile App: Submitting and Managing Forms from the Forms Page

📝 Forms in the Mobile App: Submitting and Managing Forms from the Forms Page

🧭 Introduction

The Forms page in the Ontraccr mobile app — accessible from the “More” menu — provides users with a centralized place to access, complete, and manage forms across four tabs: Assigned, Pending Approval, Manual, and Submitted.

This is separate from the Forms widget in the Action Center. The Forms page is designed for users who need to submit forms directly or check on past activity — including approvals.

📍 Accessing the Forms Page

1. Tap “More” in the bottom navigation bar
2. Select “Forms”

This opens a page with four tabs that organize forms by purpose and status.

📂 Tabs in the Forms Page

1. Assigned

• Displays forms that have been specifically assigned to you
• These may come from:
  • Shift assignments
  • Workflows
  • Supervisors
  • Board card automation
• Assigned forms may have pre-filled fields based on context (e.g. job, card, equipment)

2. Pending Approval

• Lists forms you’ve submitted that require approval
• Approvers can review and either approve or reject them
• You can view the approval status but cannot edit them while they’re pending

3. Manual

• Displays forms you have permission to submit at any time
• This list is based on your user role and permissions
• These are not assigned — you choose when and what to submit
• Your favorited forms appear under this tab

4. Submitted

• Shows your full submission history
• Tap any submission to open and view the completed form

📝 Submitting a Manual Form

1. Open the Manual tab
2. Tap the form you want to submit
3. Fill out the fields
4. Tap Submit

If the form is mapped to a board card, project, or equipment, it may auto-fill relevant fields based on context.

🔁 Copying a Submitted Form

From the Submitted tab:

1. Tap the three-dot menu next to a completed form
2. Select Copy
3. A new draft will open with the original data pre-filled
4. Make any changes and Submit

This is helpful for repeating forms like daily logs, safety checklists, or timesheets.

🔄 Approvals and Rejections

Forms that require approval will appear under the Pending Approval tab after submission.

• Approvers can either approve or reject your form
• If rejected, the form is returned with comments (if provided) so you can make changes and resubmit
• Once approved, the form is locked and recorded in your submission history

🧠 Smart Use: Form Starring

To save time:

• Favorite your most-used forms (e.g., Daily Report, Hazard Checklist)
• Use the Favorite tab for 1-tap access each day

🔐 Permissions and Visibility

• Users only see forms they have permission to submit
• Admins can control access per role from the web app
• “View Manual Forms” can be toggled off to limit access to only assigned or favorited forms

✅ Outcome

From the Forms page in the mobile app, users can:

• Submit manual forms from a central place
• Complete assigned forms based on workflows or supervision
• Track approval status for compliance workflows
• View, copy, and resubmit past form submissions