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How to Deactivate or Archive an ExakTime Form

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
  1. Go to Tools and click Forms Manager.

    image3.png

Disabling or Hiding a Form

  1. From the 'Forms' page, click the Pencil - Edit Icon - 00.png pencil icon for the Form.

    ETC - Form Manager - Menu - Edit - 00.png

  2. Click the Settings tab.

    ETC - Form Managers - Edit Form - Settings - 00.png

  3. The Form Settings tab provides the following options:

    image12.png

    • 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. 
  4. Save your changes.

Archiving a Form

  1. From the 'Forms' page, click the ETC - Archive Icon - 00.png archive icon for the Form.

    ETC - Form Manager - Menu - Archived - 00.png

  2. Confirm the archival of the form.

    ETC - Form Manager - Menu - Archived - 01.png

  3. The Form cannot be used or modified while archived. It will also be filtered out of the Forms list by default.

    ETC - Form Manager - Menu - Status Filter - 00.png

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