With Connected Workflows, you can digitize any form and go paperless with a streamlined, mobile workflow for your users. You can track issues on the field instantly, and use Connected Workflows to complete forms such as safety inspections, equipment checklists, and incident reports through the Samsara Driver App. To learn more, see Introduction to Connected Workflows.
You must be assigned a Full Admin role to manage and setup admins and users.
To get started with Connected Workflows as a Full Admin, perform the following workflow:
-
Set up Users with Connected Workflows. This enables access to Connected Workflows for admins on the Samsara dashboard and users on the Samsara Driver App.
-
Create a Digital Form with Template Builder. This is how you digitize all your forms, such as equipment inspections and records. Within the Template Builder you can also connect your assets, which allows you to link specific assets to their inspections.
-
View submitted Connected Workflows in the Submission Dashboard. After users submit their completed forms, you can review their responses in the Submission Dashboard.
-
Manage Connected Workflows Issues in the Issues Inbox. At any time users may encounter issues in the field. Users can record and submit these issues and you can manage them in your Issues Inbox.
Comments
0 comments
Article is closed for comments.