Wiki source code of Smart - Submittable Forms

Last modified by MasterApps Support on 2021/06/18 02:20

Show last authors
1 **Injury Master** provides a library of electronic forms which can be generated and edited in the system from your web browser itself. Some common **Smart Forms** include Return To Work Plans, Incident Reports and Claim Forms, and all Smart Forms include the appropriate information to satisfy authority compliance.
2
3 These Smart Forms can interact with the system in a number of innovative ways including:
4
5 *. Adding your organisation’s logo / colour scheme
6 *. Automatically pre-filling from system information
7 *. Using widgets to select from system libraries
8 *. Capturing information for reports
9 *. Ability to be collaborated with multiple people through emails
10
11 [[image:Attachments.WebHome@mceclip0.5443d.png||style="max-width:565px" alt="mceclip0.png"]]
12
13 Once generated, Smart Forms can either be edited in the system, or viewed in a printable PDF format by selecting the **Download** button next to the form.
14
15 [[image:Attachments.WebHome@mceclip0.26355.png||style="max-width:544px" alt="mceclip0.png"]]
16
17  
18
19 ==== **Creating Smart Forms** {{id name="creating-smart-forms" /}}====
20
21 As mentioned, Smart Forms are generated from within the system, rather than being uploaded as other files. The list of Smart Forms can be generated in the **FILES** area from the **Navigation Bar** or in the __Document__ tab in Incidents / Claims. The **Generate** button opens the list of Smart Forms that can be generated.
22
23 NOTE: Forms that display a file format (e.g. **PDF**) are not Smart Forms but Document Templates.
24
25 [[image:Attachments.WebHome@mceclip2.3d088.png||style="max-width:626px" alt="mceclip2.png"]]
26
27 Smart Forms fields include free-text fields, date fields, drop-down lists, checkboxes, radio buttons, smart widgets and more. Some fields are *mandatory* for the completion of the form, and some fields include a **(?)** icon which when selected opens a help information window.
28
29 [[image:Attachments.WebHome@mceclip1.7e432.png||style="max-width:327px" alt="mceclip1.png"]]
30
31  
32
33 ==== **Submittable Forms** {{id name="submittable-forms" /}}====
34
35 Any Document or File in IM can be submitted via email and marked as **Submitted**, but some Smart Forms created in Incidents / Claims indicate a required submission upon completion. These are called **Submittable Forms**. Prior to submission, Submittable Forms have a **Submit** button instead of **Download** and display a **Pending Submission** tag. The top of the Documents library displays a blue alert advising of all required submissions, also represented by a **number** in the __Documents__ tab.
36
37 The Pending Submission requirement can be satisfied in one of 3 ways:
38
39 1. **Submit via Email**
40 1. **Mark Submitted**
41 1. **Skip Submission**
42
43 [[image:Attachments.WebHome@mceclip3.d8a3a.png||style="max-width:534px" alt="mceclip3.png"]]
44
45 Selecting **Submit** will open an email to prepare for submission, and __Mark Submitted__ and __Skip Submission__ will change the tag to **Submitted** or **Submission Skipped** accordingly. These options are also presented upon the completion of the form, above the Download and Edit Form options as shown with any other Smart Form.
46
47 [[image:Attachments.WebHome@mceclip4.0b6e5.png||style="max-width:546px" alt="mceclip4.png"]]

Child Pages

XWiki