Forms

Menu: Web portal → Forms

What

A form can be any type of feedback that can be filled out by external people and returned to the form creator. For example, travel feedback.

There are two different types of forms: Dossier forms and surveys.

Surveys are public surveys and can be viewed under the main menu item Web portal. There, a link can be copied and sent to external persons.

Dossier forms are forms that are always attached to a dossier. The responses of a dossier form is visible directly on the dossier view.

Form types

SurveyAre public surveys. These can be sent to external persons with a link under Web portal → Survey.

DossierA form can be attached to a dossier. This can be, for example, a billing reminder for an agency or a guide. DMC creates a form and sends it to the agency or guide as a payment reminder. The form then states that the agency or guide should provide their contact and account details so that DMC can pay.

Form statuses

No statusThe admin creates a new form template.

Open An employee selects the form template with the number of expected responses.

Filled outAll expected persons have responded to the form.

ApprovedThe employee/dossier manager has confirmed by clicking on the tick that the form has been completed by all and thus confirms the form.

ProcessedThe accounting department clicks on the tick to confirm that, for example, the commission has been paid in.

Create a from

Administration → Web portal → FormsThe administrator creates form templates here, which the employees can use.

Company → Company → Location → DossierIn the Dossier Forms section, they can select a template from a form created by the administrator. In doing so, he specifies how many responses he expects. As soon as everyone has filled out the form, the status changes to Filled out. The employee can then approve the form for the accounting department.

Menu → Administration → Dossier formsThe accounting department has an overview of all dossiers here.

Menu → Web portal → SurveysOverview over all survey forms and their response.