Workbenches for specific form types allow Coins ERP+ users to access mobile forms. The front screen shows all the forms of that type, with links to all instances of the form, and with appropriate security applied. If the form uses scores they are displayed as columns.
There are workbenches for:
Contract Forms in Contract Status > Input
Asset Forms in Plant Control
Plot Forms in HB CRM > Administration> Plot Administration
H&S Forms in Health & Safety
A form that has multiple types can appear under multiple workbenches.
To fill in a new form
From the workbench, click the link on the type of form you want to add.
On the next screen, click Add (
).Enter the contract, contract.plot or asset that the form relates to, and click Save (
).The form summary presents the entire form as a single page. The sections and fields that are available depend on the status.
If images have been taken for the form section, their description is displayed, with a link to open the image. To preview the image, hold the pointer over the link.
If workflows have been launched, the form shows the workflow task number and status, with a link to the full detail.
If any actions have been raised, the form section shows if they are open or have been actioned, the owner, the person they have assigned to when appropriate, and the subject of the action, with a link to the action summary.
When you have filled in the form, click Save (
).