Forms enable your employees to complete reports, forms, checklists, requests, and more directly from their mobile app. Gone are the days of pen and paper and picking up the phone. With Connecteam's Forms, everything is digitized! Using the Manager Fields, you can add columns to approve forms with a Status field, have managers digitally sign and confirm the entries, add a manager note to the Form, or use the Person field to tag the relevant stakeholders. For any process that requires approval from a manager or supervisor, this capability will be particularly useful.
In this article, we will go over:
What are the Benefits of Using Manager Fields
Using manager fields is important for several reasons:
Organization: Manager fields allow for clear and organized communication within a team or organization. They can help team members understand who their direct supervisor is and who is responsible for making certain decisions after a form is submitted.
Accountability: Manager fields help establish accountability within a team. By clearly designating who is responsible for specific follow-ups or decisions, it becomes easier to track progress, identify potential roadblocks, and ensure that everyone is fulfilling their responsibilities.
Efficiency: With manager fields in place, team members can quickly and easily contact the appropriate person to follow up on relevant forms. Minimizing the back saves time and prevents misunderstandings.
How to Add Manager Fields to a Form
Manager fields can be added to an existing form or added when creating a form.
To add a manager field:
Enter the relevant form
Go to the form's settings
On the left sidebar, click Manager fields
Choose from one of the existing columns or click + Add column
Types of Manager Fields
Various columns can be added to a form, enabling managers to customize their follow-up process as needed.
Let's go over each column:
Status column: Create an approval or ticketing system. Here, you can update the status to reflect your current progress.
Notes column: Add internal notes. Your managers can leave notes regarding the entries for a specific Form.
Person column: Assign an entry to the relevant manager to increase accountability.
Date column: Keep track of the dates the managers have checked the Forms
Signature column: Add internal digital signing for the managers. Ensure that managers review and sign the Forms.
File column: Add a relevant file to be attached to the Form.
How to Edit Columns
Click the column to access the dropdown menu with its settings. To edit the name of a column or status label, hover over the name and click the pencil icon.
How to Customize the Status Column
For every new Form, one status column will be added by default with the options "Done" and "Working on it."
In the Manager fields setting, you can add more statuses or edit existing ones.
To change existing titles, hover over and click the pencil icon, and add the new status labels.
To add a new status, click Status to open the settings > Add status.
How to Control Who Can Edit the Manager Fields
On every manager field setting, you have the ability to give specific users (admins or non-admins) permission to edit the relevant Manager Field columns.
How to Use the Manager Fields Columns
As an admin, you can change the status of a Form, leave a note, add a signature, and more by accessing the entries.
How to Edit or Add a Manager Field to a Submitted Form
On the Admin Dashboard:
Enter the Form
You will enter the Submissions tabScroll to the far right of the submitted forms
Once you get to the Manager fields, you will be able to edit status, add notes, and even sign your signature
To add another manager field, click Add manager field and enter the required field.
On the Mobile App:
In the mobile app, click Admin
Scroll down, then click Forms
Select the relevant form
Select the relevant date range
Click the entry's status to edit the manager fields
Alternatively, click the entry, then View entry statusOnce you have completed all the manager fields needed, click Close or✖️
How Users See the Manager Fields
Depending on your settings, users (employees) will be able to check the entry's manager fields. To notify your employees about a change in a Manager field, toggle on the option Show this column in the users mobile app.
There are two ways to be notified when a manager field status is changed:
Mobile App Notifications: Mobile users will be notified of status changes (if enabled in the settings). To view the entries history, employees should access the Profile tab > My Entries History.
Email Notifications: Users will also receive email notifications with the update (if enabled in the settings), improving visibility and ensuring they don't miss critical updates.
Note:
The Basic plan allows you to add one status and one note column
The Advanced plan allows you to add one type of each Manager Field column. From this plan and up, you are also given the ability to hide manager fields from users
The Expert and Enterprise plans allow you to add unlimited Manager Fields columns
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