View Generic Forms Submitted by Workers

A guide for Site and Company Hosts on how to view and search for Generic Forms submitted by workers.

Permissions: You must have site host or company host level permissions to navigate to the host panel.

Note:

Generic forms need to be set up in the Web Portal prior to accessing them using the Mobile App. View Create a Generic Form for more information.

Open the host panel and select the relevant site by clicking Change Site.
Navigate your way to the Generic Forms tile.
This action will display a List View that includes details about the generic forms submitted by workers at your site:
- Form Name
- Name of worker who submitted the form
- Time of submission
- Name of supplier that submitted the form

Use the Search Bar to find forms by entering the worker's name, supplier's name, or form name.
- Alternatively, you can use the Filters feature to refine your search by selecting the Form Name and Submission Date.
Select the desired form from the list to access the worker's responses to the form and the form's history.
Select the 'i' icon within the form to view the Attendance Information for the worker who submitted it.
NOTE: the Generic Form will only appear in the Live Attendance for the check-in that generic form was submitted in

Navigate to Reports on the left hand side menu.
Click on Form Report from the drop down.
Use the search bar to find forms by entering the worker's name, supplier's name, or form name.
- Alternatively, you can use the Filters feature to refine your search by clicking the filter button next to the Type column and selecting Generic.
Click the blue View Details button on the right side to access the worker's responses to the form and their check-in information.