Electronic Form and Custom Field Updates
A very important update here which relates mainly to our e-forms functionality. Forms have always been a strong feature in the software and now even better with expiry notifications for date fields.
Want to capture additional information about a Site, Asset or Contractor? Lets say you want to keep track of an expiry date on an Insurance Certificate on a site.
- Create a Site Custom Field Form with a date field and Expiry reminder checked.
- Fill out the Form Notification settings.
- Attach the Form to your site and fill out the Insurance Certificate expiry date.
Simply as that. Now you will get notified when the Insurance is due or expired.
A very handy feature to keep on top of certs for sites, assets or contractors.
Read about our latest improvements in our June 3rd release, in the attached PDF here: Trackplan FM Electronic Form and Custom Field Updates