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With EZGuard form management, you can edit existing forms and create new forms
Management - Forms
Where I can see which forms I have?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Here you can see all your forms you have
How to edit a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click on that, an edit window will be open
When finished editing, click on "Save" at the bottom of the page
How to download form's questions list as PDF?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is a 3 dots button
As you click on that, a drill down list will be open
There will be a "Download form's question list as PDF" button
As you click on that, a PDF file will be downloaded to your "Download" folder in your computer
How to duplicate a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is a 3 dots button
As you click on that, a drill down list will be open
There will be a "Clone form" button
As you click on that, an edit window will be open. You will just need to give a new name to the form
When finished editing, click on "Save" at the bottom of the page
How to see a form that been inactivated ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Active" the default that you see is "Yes". You can click on "Yes" and change to all or no and you will see the inactive forms
Where can I see to which sites the form is assign to?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Assignments"
Where can I see if the form is assigned to a checkpoint?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Checkpoints"
Where can I see if the form has a global recipient?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Global Recipients"
Where can I see when the form was created?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Created"
Where can I see the notification settings choose for a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Notification"
Where can I see who is the owner of a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Under the column "Owner"
How to add new form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
On the top right corner, there is a "+Add" button
As you click on that, an edit window will be open
When finished editing, click on "Save" at the bottom of the page
How to export forms data?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
On the top right corner, there is an "Export Data" button
As you click on that, there will be an "Excel – Raw Data" button
As you click on that, an Excel file will be downloaded to your "Download" folder in your computer
How to change the form name?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "General details" there is a "Name" write box
You can change the name of the form
When finished editing, click on "Save" at the bottom of the page
How to inactive a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "General details" there is an "Active" switch
Turn the switch "Off" to inactive the form
When finished editing, click on "Save" at the bottom of the page
How to enable upload an image to a form from phone gallery?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "App Configuration" the is a "Phone Gallery Enable" switch
Turn the switch on / off to active or inactive
When finished editing, click on "Save" at the bottom of the page
How to add form summary screen in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "App Configuration" the is a "Form Summary Screen" switch
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to add "Report by" field in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "App Configuration" the is a ""Report By" Field Required" switch
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to add form signature required ?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "App Configuration" the is a "Form Signature Required" switch
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to schedule form report sending?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Notification" title
Next to that, choose "Scheduled"
You will have to choose the sending time and you can choose to get the forms in a grouped report
When finished editing, click on "Save" at the bottom of the page
How to set immediate notification form sending?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Notification" title
Next to that, choose "Immediate"
When finished editing, click on "Save" at the bottom of the page
How to set a minimum score for sending form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Notification Minimum Score" title
Next to this title, there is a writing box, there you can write the minimum score for sending
When finished editing, click on "Save" at the bottom of the page
How to change the default question layout in a form group report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Group Report Default Questions Layout" title
You can choose between horizontal and vertical
When finished editing, click on "Save" at the bottom of the page
How to enable map in form report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Enable Map in reports" title with a switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to enable logo in form report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Enable Logo in reports" title with a switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to change a logo for a form report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is an "Override Logo for reports" title
Next to the title, there is a "Select Image" button to add a logo for the form
When finished editing, click on "Save" at the bottom of the page
How to include images that was added to the form to the email report?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Report Settings" there is a "Include images as attachments in email" title with a switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to active auto "New" statues in form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Under the title "Status Management" there is an "Auto "New" Statues" title with a switch button
Turn the switch on / off
When finished editing, click on "Save" at the bottom of the page
How to add a question to a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
At the bottom of the page there is an "+Add Question" button
As you click on that, an edit widow will be open
Add the question details and choose the question type:
Free Text – the answer will be a free text
Number – the answer will be numbers only
Single Choice – the answer will be between multiple option and can choose only one
Multi Choice – the answer can be multiple option
Date – the answer will be a date
Time – the answer will be time
Date & Time – the answer will be a date and time
Image – the answer will be to take a picture
Scale – the answer will be to choose a number on a scale
Signature – the answer will be to add a signature
Barcode – the answer will be to scan a barcode and the system will add the QR code number to the answer
At the right side of the window, you can set
Required – the question will be required to answer. Can't complete the form without answering the question
Hidden in Reports – the question won't be showed in reports
Note Required – must to add a note to the answer
Image Required – must to add an image to the answer
When finished editing, click on "Save" at the bottom of the window
If you finished editing all your form, click on "Save" at the bottom of the page
How to edit a question in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the question you want to edit, the is an "Edit" button
As you click on that, an edit window will be open
When finished editing, click on "Save" at the bottom of the window
After that, click on "Save" at the bottom of the page
How to change the question order in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to each question there is arrow buttons that you can click on to move up and down
When finished editing, click on "Save" at the bottom of the page
How to duplicate a question in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the question you want to duplicate, there is a 3 dots button
As you click on that, a drill down list will be open
Choose "Clone"
An edit window will be open
When finished editing, click on "Save"
After that click on "Save" again at the bottom of the page
How to delete a question in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the question you want to duplicate, there is a 3 dots button
As you click on that, a drill down list will be open
Choose "Delete"
When finished editing, click on "Save" at the bottom of the page
How to add a title in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
At the bottom of the page, there is a "+Add Title" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to edit title in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the title there is a "Edit" button
As you click on that, an edit window will be open
When finished editing, click on "Save"
After that, click on "Save" again at the bottom of the page
How to change the place of a title in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the title there is arrow buttons that you can click on to move up and down
When finished editing, click on "Save" at the bottom of the page
How to delete a title in a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Questions, Answers and Titles" category
Next to the title there is an "Edit" button
As you click on that, an edit window will be open
At the edit window there is a "Delete" button
When finished editing, click on "Save" at the bottom of the page
How to assign a form to a site?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Assignments, Recipients and Ownership" category
Under the title "Assignment and recipients" you can choose which site will be using this form by mark the checkbox next to the site name
When finished editing, click on "Save" at the bottom of the page
How to remove a site from a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Assignments, Recipients and Ownership" category
Under the title "Assignment and recipients" you can remove the mark at the checkbox next to the site name
When finished editing, click on "Save" at the bottom of the page
How to change the owner of a form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Assignments, Recipients and Ownership" category
Under the title "Form Ownership" there is a "Change current owner" title
You can choose this title and type a new name / email for ownership
When finished editing, click on "Save" at the bottom of the page
How to set global recipients for form?
Enter EZGuard website
In the menu on the left side, scroll to the Management menu
Choose "Forms" button
Next to the form name, there is an "Edit" button
As you click that, an edit window will be open
Choose "Assignments, Recipients and Ownership" category
Under the title "Global Recipients" you can add recipients by choosing "+Add" button
When finished editing, click on "Save" at the bottom of the page