In DataScope, you can add forms to an issue in two ways: linking them manually or setting up automatic requests for specific issue types. Both options provide greater flexibility and efficiency in managing and resolving incidents, ensuring that all information is centralized and accessible.
Let’s take a closer look at each method:
📌 Add Forms Manually
You can attach forms or completed responses directly to an issue at any stage of the workflow. This is ideal for cases where additional information needs to be collected after the issue has been created.
For example:
Imagine an operator has reported a safety incident, but later they are asked to complete an additional risk assessment form. You can now request this specific form or, if it has already been completed, attach its response directly to the issue. This way, all information is centralized, facilitating tracking and auditing.
How to set it up:
From the app or the web, go to the issues section, select the issue you want to add the form to, then tap the three dots in the upper right corner and choose "Submit Form" or "Submit Form Response." Then, select the corresponding form to attach it.
📌 Automatic Configuration in Issue Types
Another way to add forms is by setting up an automatic request when creating certain issue types. This ensures that every time a specific issue is generated, key forms are required, standardizing the process and reducing the chance of skipping important steps.
For example:
When generating an issue related to preventive maintenance, you can configure the system to automatically request the completion of a technical inspection form. Each time this type of issue is created, the system will send the form request, which will be linked to the issue when the operator completes it.
How to set it up:
From the web, go to the issues section, select "Configure," and edit an existing issue type or create a new one. Then, under the "Additional Information (Optional)" option, add the required forms. These forms will be automatically requested whenever an issue of that type is created.
📌 Benefits:
Efficient Workflows: Link forms and their responses to issues at any stage of the process.
Greater Flexibility: Add pre-requested or completed forms outside the issue to ensure all information is centralized.
Automation: Configure issue types to automatically request specific forms, ensuring critical steps are not missed.
Learn more about the issues module here!
📌 FAQs:
What is the "Attach Responses and Forms to Issues" feature?
It is a feature that allows linking forms and their responses directly to a specific issue, facilitating a complete workflow and speeding up resolution.How can I attach a form to an issue?
From the issue's page, select the option to add forms and choose one that has already been completed or request a new one.Is this feature available for all accounts?
It is only available for accounts with the issues module activated.What are the benefits of this feature?
It improves efficiency, traceability, and facilitates issue tracking, reducing friction in the resolution process and better organizing information.
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