Troubleshooting for Add a Form to a Job
Causes
The form only appears at clock-in or clock-out. The Forms screen on the app lists Any time forms only. A form added with any other rule appears as Forms Required when the person clocks in, clocks out or marks a line item complete.
To check, open the job's Forms tab on the web. The rule is shown as a badge on the form's row, for example Before clock-in or Any time. See Add a form to a job.
The person is not assigned to the job. Field staff see forms only for jobs they are booked onto or manage, unless your account lets field staff see every active job. See Book staff onto a job.
The form has been deactivated. It is listed but greyed out and marked Deactivated. Reactivate it on the job's Forms tab. See Retire a form without losing the records.
The form is not on that job. Each job has its own forms. Open the job's Forms tab on the web and check it is listed there.
The list is out of date. Pull down on the Forms screen to refresh it.
Still stuck?
Contact Trades Panel support.
Related articles
- Fill in a form on your phone - where forms appear and how to fill them in
- Add a form to a job - the rules that decide when a form appears
- Roles and what each one can see - what field staff can see