3.1 Finding A Form To Work On

Finding a form to work on

The forms used in the Zegeba app can be accessed from 3 different “modules” – called in the Next menu Forms, Tasks, or Contexts. The Zegeba administrators in your company have decided which ones of these you will see in your menu.

From the Forms option

If you are using the menu option Forms, click on the folder containing the form you want to work on. In the picture below, the user has access to forms in five folders: Deviation, Inspection. Installation, Machinery, and Service.

When you see the form you want in the list of forms in this folder, click on its title bar with the orange ‘add form’ symbol to start a brand new report, OR click on View data to see earlier reports and continue to work on one of them.

From the Tasks option

If you are using the menu option Tasks, find the task you are going to work on. In the picture below we have searched for “life raft” tasks and see three tasks.

Click on the task you want to work on. You will then see one or more forms in the task. Click on a form’s title bar with the orange “+ add” button to start a brand new report, or click on VIEW SAVED to see earlier reports and continue to work on one of them.

In the picture below, the task has two forms. The top one, “Work Report with Checklist”, has two saved reports, and the user can click on either of these to continue filling them in. As two is the maximum number of reports allowed for this form and task, no more new reports can be created. The bottom one, “Incident Report”, has no previous reports saved, so the user can click on the “+ add” button to start a new report.

From the Context options

If you are using contexts, you can access their tasks and forms either from the menu option Contexts (if that is shown in the Next menu) or from the names of context types on the menu. In the picture above, the Zegeba administrators have decided not to show the menu option Context, but the two available context types for this company are there: Customers and Orders. By clicking from these and onwards, you will find those of your tasks that apply to a specific customer or order. Here you can also select tasks directly through the menu option Tasks, but some companies may prefer to leav this out so users always find their tasks by going through the contexts first.

When you have clicked through the contexts and found the task you want to work on, click on that to open it and see the forms in the task. Click on a form’s title bar with the ‘add form’ symbol to start a brand new report, or click on View Saved to see earlier reports and continue to work on one of them.