Complete Tasks and Forms
To complete Tasks, you need to fill out Forms. For example, for a Site inspection, you'll fill out the Site inspection checklist form.
To make filling out Forms as efficient as possible, the Installer app:
- automatically saves your progress (while you're connected to the internet)
- allows for simultaneous editing
- provides a summary of any missed required questions
Tasks are not visible until the Job is in the Scheduled status.
Once you submit a Form, you can't edit it through the Installer app. If you need to update the contents of a submitted Form, contact your Prime.
Automatic saving
When you're working on a Form, the app will save your progress automatically while you're connected to the internet. The icon in the top right of the screen will indicate what's happening. You'll see an up arrow (↑) while data is syncing and a tick (✓) when it is synced.
If you lose your connection to the internet, a notification will appear to let you know that you're offline. While you're offline, you can continue working on the Form, and the app will attempt to upload the data once you're reconnected. To minimise the chance of data loss, don't exit the Form before reconnecting to the internet.
Simultaneous editing
To enable your team to complete Tasks more quickly, multiple team members can work on a Form at the same time. This requires all team members to be connected to the internet. Team members also cannot edit the same field simultaneously.
Pre-submission summary
When you reach the Form submission page, you'll be notified if you have missed any required questions. This notification will include links to any questions that you've missed, allowing you to quickly complete them.