TrueContext Teamwork Configuration Options

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 you to configure forms for multi-user workflows. This topic describes the different settings you must configure at the form-level and the team-level so that users can submit, transfer, and claim incomplete forms.

Available on the Enterprise tier only:

Form-level TrueContext Teamwork configuration

You can configure forms to allow mobile device users to:

• Transfer a partially completed form directly to another user.

• Submit incomplete forms for other users to claim or supervisors to assign.

• Search for and claim incomplete form submissions.

• Launch TrueContext Teamwork-enabled forms from their Forms box.

Note:Users can’t decline a dispatched TrueContext Teamwork form. If they don’t want to accept the form, they can transfer it.

Team-level TrueContext Teamwork configuration

At the team level, you can configure whether users can claim incomplete forms.

Do you want your online users to claim unassigned forms?

• If yes, enable the Search box in the TrueContext Mobile App. Remember that users can only access forms within the FormSpaces that they have access to.

  Info:The topic Enable the Mobile Search Feature for your Team describes how to enable the Search box.

• If no, keep the Search box hidden in the TrueContext Mobile App. This ensures that only supervisors and team leads can move an incomplete form through the workflow by assigning it to other users.