Native Work Forms can contain multiple pages, which is indicated by a series of dots at the bottom of the page. The page indicator displays a dot for each page of the Work Form. The current page is indicated by a blue dot.

To change pages, swipe left or right to move forward or backward, respectively.

Create Case

The blue bell icon creates a Case related to this Work Form. Please see Related Cases/Issues for more information or guidance on Case creation.

Note: The bell icon may be presented in a different color if a Related Case already exists for the Work Form. Tapping the icon will display those existing Cases.

The Magic Wand tool allows you to clear all entries on the current form or to populate the Work Form with the results of the last Work Form.

Note: To populate form data this way, the previous Work Form must be of the same type and have occurred since last login, as this tool utilizes local data only.

The Save Action icon presents the User with three save options for the Work Form, including: Unable to Perform, Save Changes, and Save and Finish Form. This allows the User to save work, regardless of Task completion.

Please see the Saving Work section below for additional information and guidance.

PDF Work Forms can contain multiple pages, which is indicated by this page icon at the bottom of the page. Tap the desired page to navigate to it, or swipe left and right to move between pages.

Create Case

The blue bell icon creates a Case related to this Work Form. Please see Related Cases/Issues for more information or guidance on Case creation.

Note: The bell icon may be presented in a different color if a Related Case already exists for the Work Form. Tapping the icon will display those existing Cases.

The Magic Wand tool allows you to clear all entries on the current form or to populate the Work Form with the results of the last Work Form.

Note: To populate form data this way, the previous Work Form must be of the same type and have occurred since last login, as this tool utilizes local data only.

Annotations

The Share feature allows a User to share the PDF work form via the following methods: 

1. Print: Selecting "Print" will open the Printer Options window where a User can select their printer and range of pages for the export. This form of sharing will include all annotations made on the form.
2. Share: Selecting "Share" will prompt a User to choose from a variety of mobile device methods for sharing covered in the Share Feature section. This form of sharing will permanently include all annotations on the form.
3. Export: Selecting "Export" will allow a User to save the document onto their mobile device whether directly on their iPad or in their iCloud Drive. This form of sharing will permanently include all annotations on the form.
4. Email: Selecting "Email" will allow a User to send the document via email. This form of sharing will permanently include all annotations on the form.
5. Message: Selecting "Message" will allow a User to send the document via messages. This form of sharing will permanently include all annotations on the form.

The Save Action icon presents the User with three save options for the Work Form, including: Unable to Perform, Save Changes, and Save and Finish Form. This allows the User to save work, regardless of Task completion.

Please see the Saving Work section above for additional information and guidance.