Maconomy Reference Guide

E-Forms

Use this workspace to create e-form types.

E-forms are introduced in Maconomy to enable you to create questionnaires and save them in the project register. A Maconomy e-form is a questionnaire requiring answers using a customized layout. You can create different e-form types to accommodate the different kind of surveys or forms you want to use. You can also create various e-forms with different field types.

E-form types are created in the Documents and Notes workspace. You can also create custom fields for your e-form types, such as popup items or option lists, in the Job Cost Setup workspace. Choosing a specific e-form type when you create an e-form displays a custom layout showing the appropriate questionnaire fields and titles for that e-form type.

You can use several field types when creating an e-form. When creating an e-form, you can add a maximum of 40 fields for the Option List and Option List Value fields and 50 fields for each of the following other field types:

  • Boolean
  • Yes/No/Blank
  • Date
  • Employee No.
  • Integer
  • Reals
  • Amount value and currency
  • Popup value

Submission and Approval of E-Forms

You can also set up e-forms for submission and approval. An e-form must be submitted before it can be approved. If you modify a field in the e-form, it is automatically unsubmitted and subject for approval again.

Note: Maconomy does not restrict which users may submit or approve e-forms. The Submitted and Approved fields within the selected e-form provide information regarding the users who submitted or approved the e-form and the date of submission or approval.

Job Registers

To use e-forms, it is recommended to create a custom Job Register sub-tab, which replaces the Registers sub-tab in the Jobs workspace. All e-forms are created and saved in this workspace. Maconomy provides an example workspace named "Job Registers with E-Forms" as a guide for creating your own customized workspace. The example workspace functions best when the "Health, Safety and Security Risk Assessment" e-form type exists with titles on the following fields:

  • Remarks 1-4
  • Popup 1
  • Date 1-4
  • Employee 1-4
In your customized Job registers workspace, you can sort e-forms into separate registers to easily view e-forms for each category. Aside from the current registers, Risks and Changes, you can add two new registers when you create custom Job Register for the e-form functionality:
  • Review Register
  • Control Register

Each line in these registers can contain an e-form. When you create a new risk or change in their respective registers, an appropriate e-form type is automatically associated to them. For example, when you create a risk, a risk e-form type is automatically associated to it to enable you to easily create a risk e-form, if needed.

The New E-Form action is provided in the Review and Control registers to enable you to create e-forms that are automatically associated to the selected register.

Note: The Review and Control registers are not included in any Maconomy standard workspaces, but they may be included in a customized workspace. These registers are created solely for the e-form functionality.