New article
Recently updated
Creating and managing form records in the mobile app
Who is this article for?Users who want to learn to create and manage form records in the mobile app.
No elevated permissions are required.
This article provides instructions on how to create and manage form records from the Lucidity App only.
1. Form records
Click the video above to view a 30 minute comprehensive training Webinar focusing on several features from Lucidity Intranet, Lucidity InForm, Lucidity Access and the Lucidity App.
- Intranet Scoping by Bulk: 0-8 min.
- InForm Scoping by Bulk: 8.40-12.40 min.
- InForm - Asset Integration: 12.30-17.30 min.
- Using Hyperlinks in Forms and Lucidity App: 17.30-24.30 min.
1.1. Available form records
Regardless of privileges users may have, only form records the user is listed as the respondent will be displayed in the App. Completed forms will only display for 2 weeks whereas not started and in progress forms will always be displayed. Users can access the full Lucidity InForm module via a web browser from any device to view additional functionality associated with form records.
2. Create a new form record
Video: Create and Edit Form Records
There are several locations within the App that a new form record can be created. The main location is the Add Form quick link from the Dashboard.
To create a new form record, from the App Dashboard:
- Tap Add Form in the quick links.
-
From the form list that displays, scroll or search to locate the required form and tap to open.
Note: That the form must be mobile enabled to display. This is managed in the Form Admin page in the form configuration.
-
Populate the admin section of the form recording, relating to organisational details.
Note: These fields may pre-populate based on the user's home organisation details in the Lucidity system. These can be changed if required.
- Tap Submit at the bottom of the screen.
-
Populate all fields of the form record as required. These will be unique per form.
-
All fields marked with an * are mandatory. The form can be saved without completing the field but the form status will remain as 'in progress' until all mandatory fields are complete.
-
-
Add any actions or photos to the form as required.
Important: There is a limit of 50 attachments for Lucidity InForm records completed via the mobile app.
- Tap Save in the top right hand corner to save the form and return to the Dashboard.
3. Edit existing form record
To edit an existing form record, from the App Dashboard:
- Tap # in progress forms.
- To edit a form record which is already complete, tap All forms.
- Scroll or search to locate the required form record and tap to open.
Note: Completed form records can be access via the Complete button at the bottom of the screen and all forms, regardless of status, can be accessed by tapping All.
- Colour coding is used to highlight the current status of the form.
- Edit the form record as required.
- Add any actions or photos to the form record as required.
Note: There is a limit of 50 attachments for Lucidity InForm records completed via the mobile app.
- Tap Save in the top right hand corner to save the form record and return to the Dashboard
Important: Some users may not have available permissions to edit forms with a status of Complete. Only those forms with Not-started or Incomplete will be editable.