If you are using the Forms feature regularly, you must know about these 5 "killer" capabilities that can take your team to the next level.

The capabilities are:

  1. Question settings

  2. Entry Comments

  3. Share Options

  4. Manager fields

  5. Auto Reports

Questions settings:

As the Forms are made up of different question fields, you can customize how you wish to retrieve this information from your users, using question settings options. This will ensure the data you receive is accurate, complete, and projects the info you wish it to be.

Required- Setting a question as required will prevent your users from making entry without filling in this answer. The required mark can be put on ANY and EVERY question.

Location stamp capture- Captures the location of where the user has answered a specific question and presents it later in the entry table and export.

Multiple Choice/ upload - for any upload question (image or file) or any dropdown or image selection you can control whether only 1 answer can be input or multiple, this is great for uploading multiple pictures of a job site or incident.

Location field- choose whether to allow your users to input a manual address or simply capture where they are now.

Image source- Ensure you only receive updated and live photos by setting the image upload to only come from the camera and not the gallery.

Entry comments and engagement:

You can now hold all your relevant communication around your entries.

Say you look at an entry your employee made, but something is not clear about his answers, you can simply open up a communication channel around that specific entry using the comments section. So everyone involved will know what this is about.

You can add text, files, and attachments through the Comments.

If you don’t want any communication around entries, you can always disable this option.

Share options

Sharing options are a great way to automate the information flow in your organization.

It allows you to CC relevant stakeholders with a PDF copy or a push notification of relevant entries.

You can even set up specific triggers to get notified in real-time on the things that are most interesting to you and your team!

For example, you can set up your sharing options so that all form entries are always shared with a specific manager, or you can have your employees select from a list of different managers, depending on what department they belong to.

Click here to watch the Share options tutorial.

If you prefer a read click here.

Manager Fields

Capturing information from your users is just the first step in the forms. With Manager Fields, you can manage the full workflow process by providing feedback to your employees after each submission, tagging additional managers, and even adding your own signature to an entry.

For example, if someone made a stock order, you update the delivery status (approved, delivered, declined), CC the relevant personnel, mark the expected delivery date, and even send notes back to the user! That way the complete workflow process is managed from end to end and everyone is kept in the loop.

Click here to watch the Manager fields tutorial.

If you prefer a read click here.

Auto Reports

Automated reports are Connecteam’s ‘cruise control’ - it's our way to keep you in the loop with no effort from your end. You can set up a frequency, target audience, and choose what will be included in the report so that you’re saving yourself a ton of time and effort.

For example, every 1st day of the month, send me a summary report of all the safety incidents reports marked as high-risk.

Click here to watch the auto report tutorial.

If you prefer a read click here.

If you have any further questions do not hesitate to reach out to our team and schedule a training session at a time that suits you best by clicking here

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