A task form guides inspections and records. It may contain several sections with text, numbers, dates or selections. Fill them in according to the work performed.

Complete a section in the browser

  1. Open the task and start or continue processing if its status and your permissions require it.
  2. Open the task form and first section to complete.
  3. Read the instructions and fill in the fields, noting required ones.
  4. Add a field-specific comment to explain an observation if needed.
  5. Select Mark the section as completed when everything is filled in.
  6. Complete the remaining sections in the same way.

Save as draft preserves unfinished work without completing the section. Return later, fill in missing fields and mark it complete.

If section information changes, check the Save button's state and save again. Changing a field or closing the section alone does not prove it was saved.

In the mobile app

Select Fill task form on the task. Go through sections, complete required fields and save with the app's buttons. Return to task details and check form completion before completing the whole task.

If a section cannot be completed

Check missing required fields and selections and the format of entered values. If fields are locked, check task status and your permission to perform it.

A completed form does not by itself finish the task. Work hours, machine hours, signatures or review may also be required.