A form will appear in the service tasks for a visit if it has been added to either the visit or the service. Once you have clocked in to the visit, you can fill out the form to mark it as complete. You also have the option to add another form to your service tasks during a visit.
Completing a form in service tasks
After clocking into the visit, click the service tasks tab in the visit dialogue.
In the Forms section, you will see all Forms that are attached to the visit.
Select view definition if you wish to preview the form before you complete it. The preview of the form in the form builder under form settings will open in a new tab.
Select fill in to complete the form. The form will open as a new page under a new tab. Complete all necessary fields and then click submit.
After you submit the form, it will be automatically checked off in your service tasks. Select view submission to review the submitted form or edit or comment on it.
Adding a form to service tasks
Once you clock in to a visit, you can also add more forms to service tasks. Click the +add button to add a new form.
In the dialogue box, start typing to select any active form that has been configured by your agency in form settings. Then click add form.
Click fill in to complete and submit the form.
Once you have clocked out of the visit, a tooltip will appear indicating that the form was added during the visit.
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