---
title: "Forms in the Mobile App: Submitting and Managing Forms from the Forms Page"
url: "https://help.ontraccr.com/en/article/forms-in-the-mobile-app-submitting-and-managing-forms-from-the-forms-page"
language: "en"
last_updated: "2025-06-08T20:28:28.356Z"
---

# 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**

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## 🧭 **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.

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## **📍 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.

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## **📂 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

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## **📝 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.

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## **🔁 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.

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## **🔄 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

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## **🧠 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

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## **🔐 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**

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## ✅ **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