Wiki source code of Smart - Submittable Forms
Last modified by MasterApps Support on 2021/06/18 02:20
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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. | ||
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3 | These Smart Forms can interact with the system in a number of innovative ways including: | ||
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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 | ||
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11 | [[image:Attachments.WebHome@mceclip0.5443d.png||style="max-width:565px" alt="mceclip0.png"]] | ||
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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. | ||
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15 | [[image:Attachments.WebHome@mceclip0.26355.png||style="max-width:544px" alt="mceclip0.png"]] | ||
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19 | ==== **Creating Smart Forms** {{id name="creating-smart-forms" /}}==== | ||
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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. | ||
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23 | NOTE: Forms that display a file format (e.g. **PDF**) are not Smart Forms but Document Templates. | ||
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25 | [[image:Attachments.WebHome@mceclip2.3d088.png||style="max-width:626px" alt="mceclip2.png"]] | ||
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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. | ||
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29 | [[image:Attachments.WebHome@mceclip1.7e432.png||style="max-width:327px" alt="mceclip1.png"]] | ||
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33 | ==== **Submittable Forms** {{id name="submittable-forms" /}}==== | ||
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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. | ||
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37 | The Pending Submission requirement can be satisfied in one of 3 ways: | ||
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39 | 1. **Submit via Email** | ||
40 | 1. **Mark Submitted** | ||
41 | 1. **Skip Submission** | ||
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43 | [[image:Attachments.WebHome@mceclip3.d8a3a.png||style="max-width:534px" alt="mceclip3.png"]] | ||
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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. | ||
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47 | [[image:Attachments.WebHome@mceclip4.0b6e5.png||style="max-width:546px" alt="mceclip4.png"]] |