The Compliance Add-on helps you ensure that all safety, regulatory, or operational checks are completed correctly for each work order. Using the add-on, admins can create compliance questionnaires in the Administrator platform, and technicians can fill them out on the mobile application while performing tasks.
How to create a Compliance form
If you would like start using the add-on, at first you need to create a Compliance form. Go to questionnaires and click "+New" button. The form itself will look the same as standard qestionnaire. However you will be able to see a checkbox "Compliance form". You should make sure it is marked.
After the questions and answers are added to a Compliance form, click "Save and Publish" button. In this case form will be visible to application user right away he starts the new work order.
Compliance form in the application
When work order is created and Compliance form is applied, a technician will not be able to start a work order without filling the form first. It will appear when clicking on "Start" button.
When the form is filled, user will also see the pop-up notice. If you click "Return", will stay in the Info tab. If "Proceed" is selected, user will be navigated to questionnaires tab.
Filled Compliance form will appear in the PDF act the same way as other questionnaires are visible there.
Have in mind that you can add remarks or pictures to the compliance form.