Fill in required forms on a job

A form on a job is a checklist or report the technician fills in where the work happens: a risk analysis before starting, a test report before closing, a declaration of conformity. Each kind of job decides which forms it carries and when they must be done.

Build the form. Forms are built and published like any questionnaire, see Build a questionnaire. A question can start out filled in from the job: pick a source under Fyll i från jobbet, such as Kundnamn, Arbetsplatsens adress, Jobbnummer, Montören som fyller i formuläret or Dagens datum. The technician can still change the value.

Attach it to a kind of job. In Job settings, open Jobbtyper and click the kind of job. In its Formulär section, choose Lägg till formulär and pick the form. Then say when it is needed (each change is saved as you make it):

• Krävs innan arbetet startar: the job cannot move into an on-site status until the form is submitted. Use this for a risk analysis.
• Krävs innan avslut: the job cannot be marked done until the form is submitted. This also covers the forms required before work starts.
• Valfritt: the form is offered on every job of this kind, but nothing waits for it.

Which statuses count as on-site and done is set on the statuses themselves, see Set up your job statuses.

Fill it in on the job. Open the job and go to the Formulär tab. Each form shows whether it is not started, how far it is filled in, or who submitted it and when, and forms that are still required are marked Innan arbetet startar or Innan avslut. Open a form, answer the questions and press Skicka in. Answers are saved as you go, so you can leave and come back. A photo question has Lägg till foto, which opens the camera on a phone. The picture is saved on the job, named after the question, so it also shows under Bilder. A question that is required but unanswered is marked when you submit.

To correct a submitted form, open it and press Redigera. It then counts as not submitted until you submit it again. A form the kind of job does not carry can be added by hand with Lägg till formulär.

When a form is missing. Moving the job into a status that needs it is refused, and the message names the forms still to submit, the same way as the other checks in Decide what a job needs before each status.