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FieldView function to roll over forms

The ability to rollover, or supersede a form would be advantageous in any situation where there is a probability of the form being reset to an earlier status. Or the form is formally issued (to a client, customer, contractor) and will be reused.

For example – an inspection is required on an asset each month, the checklist is completed and issued to the client. The following month the checklist is moved back in status to draft, the inspection undertaken and the form content added to. Then issued again. In FieldView the original record is lost. However if there was a function to supersede the form then the original record can remain unchanged and a new record would developed, with easy traceability to the previous record etc…

Example 2 – an Non-conformity notice is issued, this is actioned by the contractor and the designer, however the designer disagrees with the contractors proposal. The status is moved back, the content edited and the form moves forward. However again the original record is not retained (within FieldView)

Thanks

MBL

• Guest
• Dec 11 2015
• Already exists

Company	Pacific Complete
Job Title / Role	p

• Comments (1)
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  Admin
  Betsie Hoyt commented

  September 07, 2018 15:59

  Suggestion to combine and do this within one form.

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• +1

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