TrueContext Teamwork Mobile Device User Experience
The 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. feature enables mobile device users to transfer incomplete forms for other users to complete. This topic describes the different options available to mobile device users when working on a TrueContext Teamwork-enabled form.
Available on the Enterprise tier only:
The following table describes the options available to a mobile user.
| Option | Result |
|---|---|
| Save the form to work on later. | The form remains in the user’s Drafts. |
| Transfer the partially completed form to a specific user. | The mobile device user can choose from a list of users in any group that has permissions to access the form. The system changes the status of the form to Incomplete (Assigned). |
| Submit the partially completed form for other users to work on. |
The system changes the status to Incomplete (Unassigned). Users in any group with permissions to access and submit the form can claim the form, and supervisors can assign a form. |
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Search for and claim an incomplete form that another user transferred as incomplete. Info:You must enable the Search box in the Mobile App at the team level. The topic Enable the Mobile Search Feature for your Team describes how to enable the Search box. Users must be online to use Search in the Mobile App. |
The system
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Tip:When you transfer an incomplete form, you can include answers for the next user to review, even if they have errors. For example, if an image question has a limit of two images, and you include three, you can still transfer the form. The user who then works on that form can decide which two of the three images to submit when they complete the form.