s As discussed in Completing Tasks, Work Forms are associated with many Tasks.
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Accessing Work Forms
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As discussed in Completing Tasks, if When a Work Form is associated with a Task, a Work Form icon will be displayed with the Task details, as discussed in Completing Tasks. Additionally, if a Work Form is required for a Case Status transition or a Work Ticket Status transition, a Work Form icon will be displayed within the Case or Work Ticket details.
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Tool/Feature | Icon | Description |
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| Page Indicator |
| 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. |
| Magic Wand |
| 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. |
| Save Actions |
| 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. |
| Cancel |
| Selecting Cancel will prompt a User to either save any changes made to their document or discard those changes in order to close the form window. |
| Barcode |
| Enables Barcode Scanner, using the mobile device's camera, for data entry via Barcode label scan. |
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Form Fields
Filling out a Work Form is a straightforward process. Tap a field to select it and enter the appropriate input. Native Work Form fields represent a wide variety of data types, and behavior may vary from field to field.
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As some forms required a Pass/Fail result, if form is completed with the Fail result the User will be prompted to create a follow-up Case. See Managing Cases in Job Connect for more information and guidance on Case creation. |
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PDF Work Form Specific Features
Tool/Feature | Icon | Description |
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| Page Indicator |
| 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. |
| Magic Wand |
| 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 |
| When selected, the User can confirm the name associated with any future annotations. Once confirmed, a bar will appear on the left of the work form showing all types of annotations possible for the work form. See the PDF Work Form Annotations table below for more information on the types of annotations and details associated. |
| Share | The Share feature allows a User to share the PDF work form via the following methods:
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| Save Actions |
| 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. |
| Cancel |
| Selecting Cancel will prompt a User to either save any changes made to their document or discard those changes in order to close the form window. |
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Annotation Tools | Function |
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| Text Highlight Tool | Select this tool in order to highlight text portions of the work form. Swipe over the text to highlight and then select from color, type (underlined, wavy underline, or strikethrough), opacity, note, copy, and delete. Note: The Details Tool will appear when this tool is selected allowing a User to choose from opacity and color presets for the highlight. |
| Text Tool | Select this tool in order to type out any information on the work form that may not be covered in a field. Tap anywhere on the document to begin typing. Tapping the text once more will allow a User to move it to a different location, edit, or delete. Note: The Details Tool will appear when this tool is selected allowing a User to choose from size, font, alignment, color, fill color, opacity, and color presents for the text. |
| Comment Tool | Select this tool and then tap anywhere on the work form to begin typing a note. The note will contain a current date/time stamp and Username alongside any text. Select the trashcan at the bottom lefthand corner of the note to delete it or select the paintbrush at the bottom righthand corner of the note to change the comment shape and color. |
| Drawing Tool | Select this tool to mark up the document. Note: The Details Tool will appear when this tool is selected allowing a User to choose from color, background color, blend mode, opacity, thickness, and color presets for the drawing. |
| Freeform Highlight Tool | Select this tool to highlight any information in the work form. Note: The Details Tool will appear when this tool is selected allowing a User to choose from color, background color, blend mode, opacity, thickness, and color presets for the highlight. |
| Straight Line Tool | Select this tool to create a straight line in the work form. Note: The Details Tool will appear when this tool is selected allowing a User to choose from color, background color, blend mode, opacity, thickness, and color presets for the line. |
| Eraser Tool | Select this tool to erase any marks made by the drawing tool and freeform highlight tool. Note: The Details Tool will appear when this tool is selected allowing a User to select from a thickness for the eraser. |
| Arrow Tool | Select this tool to create an arrow on the document. Note: The Details Tool will appear when this tool is selected allowing a User to select from color, opacity, thickness, line style, line start, line end, start and end color, and color presets for the arrow. |
| Image Tool | Select this tool to insert an image annotation from the camera or photo library of the mobile device. A User can then create a note associated with that image. |
| Selection Tool | Select this tool to select any annotations made on the work form. |
| Details Tool | The Details Tool will appear only when associated with an already selected tool. It provides extra configurations for the individual tools. |
| Undo | Select this tool to undo actions. |
| Redo | Select this tool to redo actions. |
| Close Annotation Tool | Select this tool to close the annotation bar. |
| Move Annotation Tool | Tap and hold this tool to move it to another section of the screen. The only available locations are as a bar along the top of the work form, to the right of the work form, and to the left of the work form (default). In order to move it the tool must be in the blue highlighted section of the work form. |
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Related Topics
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The following page offer additional information and guidance on related topics.
Managing Cases
Related Cases/Issues
Completing Tasks
Managing
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