Adding Forms to Job Type

Adding forms to job types enhances organization and efficiency by associating specific forms with designated job categories. This feature allows businesses to ensure that the correct documentation, checklists, or templates are automatically linked to each job type, streamlining workflows and minimizing errors. Whether you’re updating an existing job type or creating a new one, associating relevant forms ensures that your team has access to the necessary tools and resources for each job. This integration supports consistent processes and improves overall operational management.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Job Settings.
   
   
   
   
   
   
4. Click Job Types from the expanded Job Settings tab to enter the Manage Job Types page.
   
   
   
   
   
   (Note: You can add forms to existing job types or when you add a new job type. The following instructions are for adding forms to existing jobs. For Adding Job Types see the following link Link (Coming Soon).)
   
   
   
   
5. Click the dropdown arrow next to the job type you wish to add a form to, in order to reveal the dropdown menu.
   
   
   
   
   
   
6. Click Edit to be directed to the Edit Job Type page.
   
   
   
   
   
   
7. Click in the Associated Forms field and choose from the menu of existing forms.
   
   
   
   
   
   
8. Once complete, click Save. You will be directed back to the Manage Job Types page.