If you want to modify, update, or supplement the information recorded on your workflow forms via your mobile team members, you can utilize our Admin Edit feature.
Admin Edit provides you with two options. First, you can reassign the original workflow form to any team member who has mobile access, allowing them to make the necessary updates. Alternatively, you can edit the workflow form data directly from the web dashboard. Importantly, this process ensures that the original signatures on the form remain intact, maintaining the integrity of your records.
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Admin Edit On The Mobile App
When modifying a job through "Admin Edit" on the mobile app, the process is straightforward. You can effortlessly choose a team member from the app to carry out the edits while maintaining the flexibility to preserve the existing signature.
Utilizing "Admin Edit" eliminates the necessity to reschedule or attach any additional documents, which would be required when reassigning a job. It's important to note that Admin Edits are performed through the mobile app, aligning with the platform where the initial form data was captured.
To Admin Edit a job, follow these steps:
Navigate to the Pending Grid.
Select the specific job.
Choose "Action" and then opt for "Admin Edit."
A pop-up will appear, giving you the option to choose the team member you want to assign to edit the job.
By default, the Admin Edit will store the signature recorded at the point of initial Job completion. You can override this by moving the toggle to No.
You can also leave updated Job notes.
When done, select Submit.
The Job will now be assigned to the specified Team Member for Admin Edit and for syncing to the Klipboard mobile app. The normal process applies i.e. app team member syncs to the mobile app, completes Job and syncs back up to the Web Dashboard.
Once synced back to the web dashboard it will appear in Pending, you can update the Team Member Assigned back to the original Team Member who completed the job by clicking Actions > Change Team Member.
Then click Actions > Regenerate PDF so that the Team Member name gets updated on the PDF output.
Admin Edit On The Web Dashboard
After your mobile team members have finished their tasks and synchronized the data to the web dashboard, you can utilize the admin edit feature directly on the web dashboard. This functionality is accessible when the job is in the "Pending" status.
To edit a workflow on the web dashboard, follow these simple steps:
Navigate to the specific job, on the web dashboard.
Click on the "Actions" button.
Select the "Edit Form" option located in the actions menu dropdown for the workflow form you want to modify.
Once you've chosen "Edit Form" on the web dashboard, a sidebar will appear, presenting the input values of the selected form. This allows you to easily make the necessary edits. See the example below for reference:
Admin Edit will avoid the need to reschedule or attach any documents which would be the case with a Reassigned Job.