Smart Forms are a great way for Team Members to submit information to management from the OurPeople Mobile App. Unlike Broadcasts, Smart Forms remain available to submit at any time and are used for a range of purposes.
Need a refresh on Broadcasts? Please read the Broadcast Overview documentation.
Web App:
Smart Forms Dashboard:
The Dashboard for Smart Forms consists of:
- Manage Catagories
- View Templates
- Create Form
- Published
- Unpublished
- Drafts
Menu Setting:
Each Smart Form gives you the ability to:
- View Report
- Edit
- Make a copy
- Unpublish
- Delete
To access Smart Forms via the OurPeople mobile app, team members tap the top right-hand menu icon and then tap Smart Forms. This will provide the team member with a list of all the Smart Forms that are available to them.
How it looks on the mobile app:
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