How to Access and Fill Out a Form on Mobile

The mobile form feature allows employees to record visit-related information directly during an active visitation. Once a visit has started, assigned forms become available from the visitation detail page, providing a structured way to capture observations, activities, and required field data. Forms can include different input types, training materials, validation rules, and completion targets, helping ensure that information is collected consistently and according to business requirements.

As employees complete form pages, the system validates required fields and configured rules to help maintain data quality before information is saved. Draft submissions are stored within the ongoing visitation and can be tracked through the activity section, providing visibility into completed work during the visit. When form targets are configured, progress is updated automatically, ensuring employees and supervisors can easily monitor submission completion and visitation performance.