After you publish a form template, you can send it to specific drivers with a due date, fill it out yourself, and review every submission in one place.
Assign a form to drivers
Go to Forms > Templates.
Click the assign drivers icon (person with a plus) next to the template.
Select the drivers who need to complete it, or use Select All.
Set a Due Date if needed, and click Assign.
Assign vs. Access: Assigning sends the form to specific people who need to complete it. Access, set in the template, controls who can find and open the form on their own.
Fill out a form yourself
Go to Forms and click Add Form.
Select the form and click Start Form.
Track submissions
The Forms tab lists every form that has been started, with the Driver/User, Form, Requester, Approver, Submitted at date, Due Date, and Status. Use the search bar and Filters to find a form.
Status shows where each form stands:
In Progress – started but not submitted yet.
Completed – submitted.
Approved or Denied – for forms that require approval.
Click the eye icon to open a form, or the archive icon to move it to the Archived tab.
Get notified: To get an email when a driver submits a form, go to Settings > Notifications (under Profile Settings) and turn on Forms.