After using ExakTime Mobile Forms, the forms may be unnecessary for your organization or need rewrites and need to be deactivated. There are two Form settings that can be used, depending on what is best for your company:
- Deactivate a Form - Form cannot be seen or used by Employees on ExakTime Mobile.
- Do Not Show on ExakTime Mobile - Form cannot be seen by employees or used on ExakTime Mobile. Form responses can be manually entered on the Form Response Editor on the Time Card Details of ExakTime Connect.
A form can also be archived if it should no longer be used on ExakTime Mobile or ExakTime Connect.
Consult Your Fellow Admins
Before disabling any Forms for your organization, it is best to consult with other decision-makers for your ExakTime system. Disabling ExakTime Forms can create gaps in gathered data if the Form should not be disabled.
Expand for Navigation Steps to Form Manager
- Go to Tools and click Forms Manager.
Disabling or Hiding a Form
- From the 'Forms' page, click the
pencil icon for the Form.
- Click the Settings tab.
- The Form Settings tab provides the following options:
-
This will make the form active - Disable this setting so the form is 'Inactive'. Assigned employees will not see it on ExakTime Mobile
- You can continue to edit and refine a form if the form is 'Inactive'.
-
Shown on the ExakTime Mobile App - Disable this setting so Forms will not be shown to assigned users during the clock in or out process in ExakTime Mobile. Forms will 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.
-
This will make the form active - Disable this setting so the form is 'Inactive'. Assigned employees will not see it on ExakTime Mobile
- Save your changes.
Archiving a Form
- From the 'Forms' page, click the
archive icon for the Form.
- Confirm the archival of the form.
- The Form cannot be used or modified while archived. It will also be filtered out of the Forms list by default.