Forms Overview

Forms in WorkGuru allow staff to capture any 'paperwork' required by your workflow that is saved automatically to the relevant project or production job as the form is completed.

Setting up a form in WorkGuru is a two step process:

1. Adding the form, where you define the fields and field types to capture information required.
2. Creating the form template, which is similar to other WorkGuru document templates where you define the layout and formatting of the completed form.

Forms can then be managed from the forms dashboard (Administration -> Forms)

Once the form has been setup, it can be filled out and completed via:

• Project Details - Fill Form dropdown under the Quick Actions menu.
• Quote Details - Fill Form dropdown in the Files and Forms tab.
• Browser Kiosk - Fill a Form tab
• Mobile Applications - iOS and Android.
• Kiosk Applications - iOS and Android.

Every time a form is completed, the forms are saved as a timestamped PDF in the project or production job's Files & Forms tab. The completed form also displays the user who created it.   Completed forms in WorkGuru are read-only PDFs and are designed to suit a 'point in time' data capture workflow, such as a daily pre-start checklist or WOHS/SWIMS forms etc.