How do I create a new form for an employee on duty (in the next 24 hours)?

In order to raise a new form, from Manage | Service Desk:

• Select Create Form
• Select Site from pop-up dialog box
• Select Employee from pop-up dialog box. Be aware that only those Employees who work on the selected site, within the next twenty-four hours (including those presently on duty) are displayed for selection
• Select Form from selection provided in pop-up dialog box
• Select Save

The form will now be loaded. From here, you can complete the form on behalf of the employee or save it for them to complete. Alternatively, the form will now be sent to the employee for their completion.

Note: When creating and completing forms from the Service Desk, be aware that when the form is synchronised to the employee’s device, it will be sent as a blank form, regardless of how much of the form you have completed for them, unless the form is closed after you make your entries. Therefore, if you are completing the form on behalf of the employee, make sure you close the form after completion. Meanwhile, if the employee has the form, completes it and closes it, you will not be able to make changes to it