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Assigning tracking forms

Assign tracking forms to Teams and reduce clutter for users

Updated over a month ago

Tracking forms can be enabled for all workers in your organisation or assigned to specific Teams

  • If you have many users working with multiple tracking forms you may find that many forms are only relevant to a subset of users.

  • To reduce clutter for your workers you can assign tracking forms to teams so these tracking forms are only visible and accessible to the relevant users.

To assign tracking forms to teams:

  1. Navigate to Administration via the Switcher

  2. Select Client Settings from the left-hand menu

  3. Select Tracking Forms from the sub-menu, you will be provided with a list of all tracking forms available to your organisation

  4. Search for and select the Tracking form you wish to assign

  5. Using the dropdown menu, select the team(s) relevant to this form

  6. Click Save tracking forms when finished

Note: Enabled Tracking forms with no specified team will be available for all users by default. When Tracking forms are assigned this means users can both view and edit.

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