Complete a Form or Task

There are several ways to complete a form or task depending on how it is set up by your administrator and what the next steps are.

Save a form or task

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.

Assign a task

As part of filling out a task, you might have to assign it to someone else to complete part of the task. 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.

Submit a form or task

After you complete your event or task, tap the Submit button to submit it. Depending on how the form or task is configured, the buttons may have other labels. In this example, the button is labeled Select to approve. This syncs with Completions (web) for manager approval.

In Completions (web), you can view the event to review or open it to continue filling out the form.

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, its status on the Events page changes to Complete.