How do I manage forms? (Admin only)

Click Forms on the navigation to the left of your dashboard. There are four options:

• Activities: used to capture the specific functions being carried out and reported on
• Categories: used to group specific activities
• Time Forms: used to define and configure your time studies
• Time Periods: used to define the timeframes of the year when you are capturing data

Each section has a search box and buttons to Add a new item or Export the existing list. There is a column of Actions on the far right, where you can perform actions such as:

• Edit
• Toggle active/inactive
• Set/Reset Default (Time Forms only)
  • If a time form is set as default, then whenever you add a new user, this time form will be automatically assigned to them
• Delete
  
  • This icon will be disabled in some cases to prevent you from deleting an item that is linked in such a way that it would disturb your data 

Visual Guide: