Your company's Admin will need to set up some information at the company level before the PM & Field can begin using eForms. Here are some links to guide you through account set up that pertains to the PeerAssist eForms module.
First you may want to review some general information
An eForm will always be associated with a project, and you must have the customer and users in place before setting up a project. The Admin will need to make sure the following is set up prior to using eForms:
If the field will be using forms related to materials (such as a theft/damage report) or employees (such as a sign-in sheet), you will want to review the following:
- Set up a master material list at the company level
- Set up a project-specific material list
- Set up Employees
You are ready to move on to creating forms for the field to use!