Forms – Overview of Forms Onboard

On an asset, the Onboard > Forms > Library tab displays all the forms that both the logged in user and the asset have permission to use. Forms are organized into the following sections:

  • In Progress
  • Awaiting Approval
  • Library

Forms that are in progress or awaiting approval will also appear on the To Do list in the appropriate space in Logs.

 

To learn how to send a declined form back to a previous step, see this article.