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.
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
- 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.
- Related Topics:
- E-Forms Tab
This section includes the fields and descriptions for the E-Forms tab. - Actions
This section includes the actions available in the E-Forms tab.