There are several ways to finish filling out a form or task depending on how it is set up by your administrator and what the next steps are.
If you do not have enough time to complete a form or task, or not all information about the event is readily available, you can tap Save to save your work. You can then continue or close the form or task, and then come back later to complete and submit it.
As part of filling out a task, you might have to assign it to someone else to complete some of it. To assign a task, tap the Assign button. If you want to start a new task immediately after assigning the current task, tap Assign and start new task.
After you have completed your event or task, tap the button to submit it. In this example, the button is labeled Submit form. This syncs with the Compliance web application for manager approval.
If you have not completed your event or task, you can tap Save, and it goes to the to-do list, where you can retrieve it when you are ready to complete it.
After you sync the event or task to the web, it is removed from your device.
For the event used in this example to be completed, open it in the Compliance web application under Safety > Events. In this example, the status for your event is With Claims Manager.
The manager can now sign off on the event in the web application. Click the event title to open the event to the closure of investigation section. This is where the manager signs and taps on the Close and complete this incident button to complete the form.
After the event is signed and completed, the status of the event on the Events page changes to Complete.
The following steps walk you through performing an event on a mobile device.
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