Open and Submit an Assigned or Transferred Incomplete TrueContext Teamwork-enabled Form

The TrueContext TeamworkClosed 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 lets you submit or transfer incomplete forms for other users to complete. This topic describes how to open forms on your mobile device that your supervisor assigned or that another user transferred directly to you.

Available on the Enterprise tier only:

Essentials
Advanced
Enterprise

From your Inbox, you can open incomplete forms that

  • your supervisor or team lead assigned to you, or

  • another mobile user transferred directly to you.

  1. Check your Inbox and open the incomplete form.

  2. Continue to complete the form. You can answer unanswered questions, and you can change previous answers.

  3. Are you ready to submit your form?