Short explanation:

When someone creates a report in a project and gives the report status "CLOSED", the system will distribute an e-mail alert to the recipients who are added in the alert list of that project for that specific form template.

What you need:

• An active Forms Pro Module in CHECKD

• Be an administrator or owner of a project

Steps:

• Navigate to your desired project

• Go to Project Info

• Scroll down to FORMS notification/alerts rules

  • Select person who should receive mail alert

  • select type of Form Template that they will receive a mail for

• Press save

How to use:

• Open report (Works on Field and WEB)

• Fill out report

• Press save

• Press the 3-dotted menu on top right

• Select CLOSE Report

• Now the system will distribute an e-mail with report information.

What happens when you close a report?

• The report is locked and can't be changed.