Show a form on the staff mobile app

Steps

The screenshots show a demonstration organisation with made-up names. Your own screens show your organisation's details. Select a screenshot to open it full size.

1. Go to Configuration > Reports & Forms

   1 In the left menu, under Administration, choose Configuration. The Configuration page opens with a card for each area.

   2 Under System, choose Reports & Forms. The template library opens.

   

2. Check that the form is published

   1 On the Organisation templates tab, find the form by its name, for example Sample Progress Check, the form published in Publish a form.

   2 Check that its Status says Published.

   3 Find the switch in the Staff mobile app column. It is off until you turn it on.

   Important: A form only reaches the Staff App when it is published and its switch is on. If the Status says Draft, publish the form first.

   

3. Turn on the Staff mobile app switch

   1 On the form's row, choose the switch in the Staff mobile app column. It turns on.

   A message at the top right of the page confirms that the form is now shown on the staff mobile app.

   Note: The switch applies to your whole organisation. It is saved as soon as you choose it, so there is no Save button. Pointing at a switch shows Allow support workers to create this form from the mobile app.

   

4. Check the built-in forms on the Built-in templates tab

   1 Open the Built-in templates tab. Every BondiByte form has the same switch, so you do not need to duplicate a built-in form to show it on the Staff App.

   2 A built-in form such as Client progress is off until you turn its switch on, in the same way as your own forms.

   3 Client shift report and Incident report show Always available on the staff app. Their switch is on and cannot be changed.

   

5. Check the form in the Staff App

   In the Staff App, a support worker writes a report from one of their shifts.

   1 The support worker opens the shift and chooses Write report.

   2 In Client, they choose the client the report is about. The What are you recording? list stays empty and says Choose a client first. until a client is chosen.

   3 They open What are you recording?. The forms you have switched on appear under Reports, next to the built-in report types. They choose the form and fill it in.

   A support worker can write a report from the day of the shift. If the form is missing, check the Staff mobile app switch and the form's status in Reports & Forms.

   Note: Forms are recorded against a client. On a shift that has no client linked, there is no Client list and only Incident report is offered, so your forms do not appear there.

What happens next

Support workers who write a report from one of their shifts in the Staff App now find the form in the What are you recording? list, under Reports, once they have chosen a client.

To stop offering the form in the Staff App, turn its Staff mobile app switch off. Reports that were already completed are not deleted. Managers can still add reports from the form on the Reports page.

If you unpublish or archive a form, it is no longer offered in the Staff App, even when its switch is still on. Publish it again to bring it back.

Important notes

Good practice

• Switch on only the forms your team will really use, so the What are you recording? list stays short for support workers. Turn the switch off for a form nobody uses. Reports already written are kept.
• After you switch a form on, ask one support worker to open a current shift in the Staff App, choose the client and check that the form is listed under Reports, before you tell the whole team.
• Preview and publish a form before you switch it on. The switch decides who can use the form on a phone, and the form only appears once it is published.

Troubleshooting