Create and Save a Form

Create a Form in the web interface of Prestartr

Table of Contents

Creating a New Form Using the Global 'Create New' Menu From the Forms Module From a Specific Record (e.g., a Job, Work Order) Submit a Form Approve a Form Reset a Form

Creating a New Form

 

You can create a new form in the Prestartr office interface from several different locations. The creation process varies slightly depending on where you start. This guide outlines the three primary methods.

Regardless of the method, all new forms are initially created with a Draft status.

Using the Global 'Create New' Menu 

This method is useful when you want to create a form and link it to any type of record in the system from one central location.

Click the Global 'Create New' (+) icon in the main navigation bar.

Select Form from the dropdown menu.

Choose the Entity you want to link the form to. An entity corresponds to a specific module in Prestartr (e.g., People, Job, Plant, etc.).

Select the specific Record from the next dropdown. For example, if you chose the 'Job' entity, this list will show all available jobs.

Select the desired Form Template.

Select the appropriate Zone, if applicable.

Click Next.

The form will be created and saved as a draft. You must click the Edit icon to begin filling it out.

From the Forms Module

This method is ideal when you are already working within the Forms module and know which template you want to use.

Navigate to the Forms module.

Click the New Form button.

Select the Form Template you wish to use. The system will automatically show the correct field to link the form (e.g., 'Job', 'Person', etc.) based on the template's configuration.

Select the specific record to link the form to (e.g., choose 'Job A' from the list of jobs).

Select the appropriate Zone, if applicable.

Click Create.

After clicking Create, you will be taken directly into Edit Mode to begin filling it out.

From a Specific Record (e.g., a Job, Work Order)

This is the most direct method when you are already viewing the record you want to associate the form with.

Navigate to a specific record, such as a Job, Work Order, or Plant item.

Click the Create New or (+) button specific to that section.

The system will automatically link the form to the record you are in.

Select the desired Form Template and Zone.

Click Next or Create.

When using this method, the form is created and you are immediately placed into Edit Mode.

 

 

 

Submit a Form

While a form is in the Draft status, you can click the Submit icon to update the form status. Depending on any form Workflows, this button may be labelled differently but will perform the same function of moving a form from a Draft status, into a different status.

Approve a Form

Depending on the Workflows on the form template, after Submitting a form, you may be able to then Approve it.

Reset a Form

When a form is either Submitted or Approved, to reset it to a Draft status, click the Reset icon to update the form.
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Example: Create a Training Record

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Prestartr Training Records

  1. From the Create New button, click on the first option, Form.
  2. Select the Training Record form template, the correct User, and Zone - then click Create.
  3. Fill out the required details of the Training Record such as Certificate/License/Course Name, Certificate/License/Course Number, Course Provider, and Assessment and Expiry dates.
  4. Upload any relevant Files or Photos.
  5. Click the Save icon and check your Training Record draft is correct. You can Edit, Submit, or Delete the form.
  6. Once submitted, you can still Delete or Reset the form to a Draft status.
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Creating and Submitting a Form Video