What does form copying do?
Form copying in SALUS gives you the ability to take a previously submitted form and make a copy of it to be re-submitted at a different day and/or time. Doing so will allow your workers to submit a form without having to re-enter details that haven’t changed from the previous day thus streamlining their workflow and saving them valuable time.
When would I use form copying?
The most common use case we have heard from our customers for this capability is when submitting any type of hazard assessment form. There are many instances where a certain task requires several days, weeks or months and the hazardous conditions in the field have not changed from one day to the next. In this scenario, documenting the details of these hazards and controls becomes a repetitive and redundant task which can now be avoided.
How do I set up form copying?
One of your company’s SALUS platform administrators will have to decide which forms and which fields within those forms are allowed to be copied. Here is how they go about setting that up.
- Step 1: Go to Forms>Library and then click on the form you want to add this capability to
- Step 2: Click the edit button on the field you want to enable this for
- Step 3: Turn on the “Enable Field Copying” toggle
- Step 4: Repeat that process for any other fields in the form that you want to enable
- Step 5: Don’t forget to click “Save” once you are finished
How do I use this capability out in the field?
- Step 1: Open the SALUS mobile app and navigate to your “Submitted” tab on the “Forms” screen
- Step 2: Find the submitted form that you wish to copy and select it
- Step 3: Tap the “Copy” button at the top of the form and then tap “Confirm”
- Step 4: Edit the form as needed and then submit as you normally would
NOTE: You can only copy a submitted form if the form template has not been edited after that form was submitted. If a form is submitted and someone later updates the template it was based on, that submitted form will no longer be editable or eligible for copying. In that case, a new draft will need to be created. Once that new draft is submitted—using the updated template—it will be copiable again.