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Forms Settings and Usage (a Masterclass Session)
Forms Settings and Usage (a Masterclass Session)

This session covers Redlist’s form settings and usage, focusing on permissions, PDF customization, task automation, mobile access, and reporting for streamlined form management.

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Written by Kristal Ruiz
Updated over 2 weeks ago

This session of the Redlist University Masterclass explores form settings and usage, providing insights into configuring permissions, optimizing PDF formatting, and managing submission workflows. Participants learn how to customize mobile and desktop form interactions, control user access, and automate notifications. The session also covers advanced features like linking forms across inspections, grouping tasks into work orders, and utilizing offline submission capabilities. Additionally, users gain hands-on experience with the mobile app, viewing submissions, and leveraging reporting tools for data analysis.

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