Forms

Forms

This section allows users to generate forms for the selected work order as follows:

Select the name of the form from the drop-down list to open it for printing.

Select the filter type from the Filter drop-down and the name of the entity.

Customer Access: Enable if selected form should be accessible by Customers as well.

Signature Authorisation: It will be enabled only if Form supports Signature and User has a signature uploaded. This will require to enabale before genearting form.

If generating the same form twice for different filters, Form Title will have the entity name as a suffix.

Generate

Click on the 'Generate' button to download the form. But before generate, the form gets converted to a PDF file. The reference number of the form, the user ID of the user downloading it, the work order number and local time and the date of creation of the form is inserted in the PDF.

Email

Click on the 'Email' button to download the form. As stated above, the form get converted to a PDf file along with the reference number of the form, User ID of user, the work order number and local time and the date of creation of the form is inserted in the PDF. The window is displayed as below

Check box the recipient to whom document is to be emailed. Check-boxes are enabled if the respective entity/recipient is selected against the work order. Subject and compose message can be customized as per requirement.

The downloaded form gets attached as a document to the work order and appears under the Documents tab in the work order.