Video - InEight Document Enhanced - Forms Register Overview

TRANSCRIPT

Welcome to InEight Document.

This video demonstrates how the Forms register works.

On the dashboard, there is a forms tile with many statistics, including forms awaiting actions, and outstanding forms.

These can be further expanded to show types of forms.

Including non conformance reports and hold points.

Select the arrow next to the form type to expand further by status.

I can select any of these links to view the related items.

Or I can click here, and then select forms from the menu to access the forms register.

The forms register works in a similar way to other registers.

From here, you can see your default forms register view.

In this case, all form types and statuses are currently visible to me.

I can choose to view forms by using all the filtering and search options.

Just like other registers.

Personal and company level filters are found in the top right hand corner.

The drop down here enables filtering films by type.

Clicking here, I can create new forms by type.

If I have relevant access, I can nominate forms within the register to cancel.

I can also refresh and export either the register or selected forms to HTML or PDF, including the entire form and its attachments.

More options, based on access levels, can be found under the actions menu here.

Well. That's an overview of the Forms Register. Thanks for watching.