Use forms in tasks

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You can fill in forms or assign already filled forms to a task. This may be helpful e.g. if a task entails a follow up action of a maintenance job where a form was filled or if a task consists of a checklist that has to be filled in.

If a form is assigned to a task it is marked in the respective column "Form" ball_A_t and can be viewed with a click on "Show form" ball_B_t.
 
tasklistvessel_forms_1

 

Fill in new form

tasklistvessel_forms_2

1.Select a task.
 

2.Click on "Show form" ball_B_t.
 

3.Click on "Add new form".
 

4.Search the respective form template and proceed as described in the chapter Fill in form templates.

Assign an existing form

tasklistvessel_forms_3

1.Select a task.

 

2.Click on "Show Form". ball_B_t

 

3.Click on "Assign Form" to link an already filled form.

 

4.Use the search fields to find the filled form or several forms.
 

5.To assign forms, select one or several forms by setting the ticker in the column "Selection" ball_C_t.
 

6. Leave the screen with a click on "Close".

View, edit or unassign a form

tasklistvessel_forms_4

1.Select a task.

 

2.Click on "Show Form". ball_B_t

 

3.You may view any form with a click on "Show Form".

 

4.To edit the content of a temporary saved form, select a form and click "Edit Form". After editing, click in the form on "Temporary Save" or "Final Save". Final saved forms can not be edited anymore.
 

5.To unassign a form select it and click on "Unassign Form" ball_D_t. Confirm with "OK".