The Settings for a form determine if it is active for data gathering in ExakTime Connect and/or ExakTime Mobile. This helps when you want to create or modify a form, but not present it to your other employees. The options for a Form can differ depending on the type of form.
Expand for Navigation Steps to Form Settings
- Go to Tools and click Forms Manager.
- Click Add Form from the side navigation or the Add Form button. Create your form as needed.
- Click the
pencil icon if you are editing an existing form.
- Click the Settings tab.
The Form Settings tab provides the following options:
-
This will make the form active - Sets the form status to 'Active' so they are shown to any assigned employees. If a form is 'Inactive', assigned employees will not see it.
- You can continue to edit and refine a form if the form is 'Inactive'.
-
Shown on the ExakTime Mobile App - Forms will be shown to assigned users during the clock in or out process in ExakTime Mobile. If disabled, forms will not show in ExakTime Mobile during the clock in or out process but still be available to be filled in on the assigned employee in Time Card Details via the forms Response Editor.
- Forms with the 'Library' type will not have this option as they can only be completed on ExakTime Mobile.