"ExakTime Forms" is a powerful tool that allows you to gather additional information for internal records, compliance, safety, etc. from your employees using ExakTime Mobile. Everything begins with the "Forms Manager", the primary page where you can:

• Create Forms tailored to the needs of your company.
• Assign your Forms to employees based on the individuals, employee category, or employee group.
• Manage your forms by editing or archiving them as needed.
• Review your employees' responses.
• Enable premade forms for your employees to start using to track/document workplace incidents. 

We also offer a video training for this topic on Arcoro Learning.

Table of Contents

• Important Items to Note
• Form Manager Navigation
• Process for Enabling and Using ExakTime Forms

Important Items to Note

• ExakTime Forms will only appear when employees clock in/out for themselves. They will not appear when using the "Clock For" function.
• Form data will only be recorded if the employee completes the entire form. If the employee backs out or closes ExakTime Mobile in the middle of filling out the form and before finishing their clock in/out, the data will not be recorded and lost.
• Responses for a clock in/out form can be modified from the time card details by users with appropriate permission. Responses for library forms cannot be modified at this time.
• Responses from employees/supervisors such as if they were injured on the job, did not take a meal break, etc. do not currently send an alert or notification to administrators automatically. Administrators must actively review employee's responses and address them as necessary. 
• If a form is modified after it has been answered by your users, the gathered historical data will be retained for reference and reporting. When viewing the historical responses, it will be from the perspective of the form at the time the responses were recorded.
• The responses should be reviewed periodically to ensure consistent use by your
  employees. If you notice any irregularities or gaps in responses, it is best to address them as soon as possible.

Form Manager Navigation

The side panel allows you to navigate to other menus of the Form Manager.

• Forms - View a list of your current forms. This will be the initial menu loaded.
• Add Form - Create a form with an unlimited number of steps.
• Form Wizard - Go through a step-by-step wizard to create a form. This wizard has a 5-step limit when creating a form.
• Employee Assignments - Review what forms have been assigned to employees.
• Response Viewer - View the responses from your employees. 
• Form Response Selector - Select which form responses can be viewed from the time card details page.

Resources for Using ExakTime Forms

1. Granting Permissions for ExakTime Forms - Grant permissions for various aspects of Forms such as creating new forms, reviewing responses, and more.
2. Managing a Form - View and manage your Forms. 
3. Creating and Editing a Mobile Form for ExakTime - Create a new Form or edit an existing Form.
   • Common ExakTime Form Configurations
4. Assigning a Mobile Form for ExakTime - Assign your Form to your employees.
5. Settings for Forms in ExakTime - Enable a Form for use in ExakTime Connect and/or ExakTime Mobile.
6. Reviewing and Editing ExakTime Forms Responses in ExakTime Connect
   • Using Response Viewer in ExakTime Connect - Review Form responses with the Response Viewer of the Form Manager.
   • Viewing and Editing Mobile Form Responses on Time Card Details - Review and/or Edit Clock In/Out Mobile Form Responses from the Time Card Details. Library forms responses cannot be modified.
   • Viewing Mobile Form Responses as Columns on Time Card Details - Review Form responses via Columns on the Time Card Details. 
   • Using the ExakTime Forms Report - Review Form responses with the ExakTime Forms Report. 
7. How to Deactivate or Archive an ExakTime Form - How to change settings for a Form to not be usable in ExakTime Mobile and/or ExakTime Connect and how to archive a Form that should not be used.