Overview: As a store manager, you need to use best practices to get the most out of forms, to enhance efficiency and compliance.
Start from: The Compliance Dashboard.
Please, consider the following guidelines:
- Only the user who created a drafted form can see OR use it. Note: it will only be available then to other users when the form is published.
- It is only possible to create a draft of a respective form. Note: others will be either archived OR published.
- It is only possible to have one version of each form published at a time
- To be able to see published forms, the user must have these forms activated in their account settings. Note: check the user's account (local or central, depending on user's role) to ensure the user has the correct settings.
- User access with a central level setting can:
- Complete a form.
- Delete a form.
- Re-open a form.
Note: system owners/managers usually have the access permissions to re-open forms. Once these user permissions have been set up, the settings can be changed as and when they are needed.
6. It is important to organise the structure and the content of the form so that it can be filled in correctly.
Forms may differ from organisation to organisation, depending on how your system has been configured. If you have any questions, contact your Mapal Customer Success Manager.