Configure a form on an action

Forms are defined on the action, once: you decide the template that will be used every time that action is executed. See Forms for the difference between configuring and filling in.

The action is in the office menu, under Actions, in the submenu of its type.

1. Open the action detail and go to the Linked forms tab. Here you see the forms already active, and you can add or remove them.
2. Click New. A guided wizard opens.

3. In the first step, enter the name — clear and descriptive, it is how the form is identified in the system. 4. Choose the type. Which types are available depends on the action: see Form types and available fields. 5. Save, then define the content of the form. What happens next depends on the type you chose:

• Simple checklist
• Advanced checklist
• Course attendance register
• Predefined templates

Note

Mark a form as required if the certificate must not be issued until it has been completed. Forms without this flag stay optional.

From now on the form is available every time the action is executed — during an inspection, a maintenance job, a delivery — and is prompted automatically. You never have to look for it.