You may need to update forms submitted by workers when they didn't include important information or made a mistake when entering data (e.g., entered the wrong amount, incorrect item, or provided wrong proof of service picture).
You need to have an account with the Company Administrator, Super User role, or a custom role with the rights to edit forms.
- Log in to the Field Force Manager web portal using your credentials and company ID.
- Navigate to Forms > Submitted Forms.
- Click on the form you want to modify and select Edit Submitted Form.
You can identify the required form based on submitted date, form name, linked activity (e.g., job action; in this case, the form is Ad hoc), and worker.
- Make the necessary adjustments to the available fields and enter additional comments if needed.
- Click Save & Close.
You can click on the same form again and select the View Submitted Form Detail option to confirm that the modified data is saved.