How TrueContext Teamwork Works

TrueContext Teamwork TrueContext Teamwork is an Enterprise tier feature that enables mobile users to transfer incomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. enables more than one member of your team to work on a form. Users can transfer incomplete forms directly to other users who have access to the form. They can also submit incomplete forms for other users to claim or supervisors to assign. This topic describes in detail how a TrueContext Teamwork-enabled form moves through a workflow.

Available on the Enterprise tier only:

How a TrueContext Teamwork-enabled form moves through a workflow

The following diagram shows the different options that you have to move a TrueContext Teamwork-enabled form through a workflow.

Option 1: Direct transfer

1. User 1 partially completes a form and directly transfers it to User 2.

   Form Submission Status: Incomplete (Assigned)

2. User 2 completes and sends the form.

   Form Submission Status: Complete

Option 2: Web Portal assignment

1. User 1 partially completes a form and submits it as incomplete.

   Form Submission Status: Incomplete (Unassigned)

2. In the Web Portal, the supervisor assigns the form to User 2.

   Form Submission Status: Incomplete (Assigned)

3. User 2 completes and sends the form.

   Form Submission Status: Complete

Option 3: Search and claim

1. User 1 partially completes a form and submits it as incomplete.

   Form Submission Status: Incomplete (Unassigned)

2. User 2 searches for and claims the incomplete form.

   Form Submission Status: Incomplete (Assigned)

3. User 2 completes and sends the form.

   Form Submission Status: Complete

Detailed TrueContext Teamwork workflow

1. There are two ways that a mobile user can start work on a TrueContext Teamwork-enabled form.

   • The mobile user opens a form from their Inbox that a supervisor or team lead dispatched.

   • The mobile user opens a form from the Forms tab in the Mobile App.

2. If the technician can’t complete the work themselves, they “transfer” the incomplete form. The technician typically transfers a form when

   • the work requires the skills of a different team member with specific knowledge or experience

   • the work isn’t complete when the first technician’s shift ends, or

   • the work requires a return visit to the site after a period of days, weeks, or months.

3. The technician can either

   • transfer the incomplete form for other users to claim or supervisors to assign. The status of the form changes to Incomplete (Unassigned).

   • transfer the incomplete form directly to another user. The status of the form changes to Incomplete (Assigned).

     Info:You configure the transfer options at the form level.

4. In the Web Portal, the supervisor can see incomplete forms identified as Incomplete (Unassigned) or Incomplete (Assigned). The supervisor can also see which questions were answered and which user answered them.

5. For Incomplete (Unassigned) forms, the supervisor can either

   • leave the form unassigned for the next available technician to claim, or

   • assign the form to a specific team member.

6. In some cases, the supervisor might want to “unassign” a form from the current assignee. For example, if a team member is unexpectedly out sick, the supervisor can unassign the form and then assign it to someone else.

   Warning:If the assigned user has started to work on the form, you will lose any changes that user has made to the form when you unassign it.

7. The form can be assigned, unassigned, transferred, and claimed as many times as required to complete the work.

8. The team member who completes the form “Sends” it. In the Web Portal, the supervisor sees the form identified as Complete.

9. The supervisor can check the answers and, if they notice an error, they can send the completed form for editing. The mobile device user can either send or transfer the edited form.