Table of contents:

When is this helpful?

Editing a form

When is this helpful?

When you want to edit form details such as name, short name, the person-in-charge, signature in-app, template logo, etc.

Editing a form

Step 1: Step 1: Log in to the admin portal: on a Desktop. Under 'Setup', click on 'Forms/Checklists'.

Step 2: From the dropdown at the top, select the company in which you wish to edit the specific form.

Step 3: Click the 3 dots and select 'Edit'. You will be taken to the Edit form page.

Step 4: Enter the details you wish the change. You can change the following details:

  • Form/Checklist name

  • Template logo

  • Short name

  • Person in charge

  • Signature in-app

On this screen, you can also add or edit the score range in your audit form. You just have to click the 'Add/Edit Score Range' button on the top-right.

Related: How to Add/Edit Score Range?

You can even edit an assignee or add multiple assignees with the help of the 'Manage Action Plan Assignees' button.

Step 5: Once you're done, click 'Save' to save all your changes.

From a mobile device, click on 'Import Settings' to re-import the latest changes made in the Admin Portal.

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