K2 Mobile

Using the Forms Module

The forms module is used to view and complete forms (for example: the drivers log) created in the Authoring Tool (accessed by navigating to Tools > Authoring Tool).

Using the Forms Module

You can use the Forms module to view, complete surveys and check your submission history.

To access the Forms module:

  • Tap the Forms tile on the K2 Mobile screen.

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The Forms screen with 2 tabs is displayed where you can view:

  • Survey Forms: active forms.

  • History: completed forms.

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Viewing Survey Forms

To view Survey Forms:

  • Select the Survey Forms Tab.

  • Tap the relevant survey.

The survey screen is displayed.

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You can tap on the survey questions to view its sections.

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To view Survey History:

  • Select the History Tab.

The Survey History screen is displayed.

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Applying Applicable or Not Applicable to multiple questions

To mark multiple questions as Not Applicable or Applicable:

  • Tap the button located at the top right corner of the screen to display checkboxes.

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  • Select or deselect the relevant survey questions.

  • Tap the ellipsis button at the bottom of the K2 Mobile screen.

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The dialog box is displayed:

  • Tap Mark as Applicable to apply to selected questions.

  • Tap Mark as Not Applicable to apply to selected questions.

To close the dialog box tap on the Cancel button.

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Starting a survey

To start the survey:

  • Tap the Next button.

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To navigate between questions:

  • Tap the left and right arrows located at the top right of the screen.

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The questions are displayed with a progress bar to indicate your position within the survey process.

To mark a question as Not Applicable:

  • Tap the ellipsis button at the top right corner.

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  • Tap Mark as Not Applicable from the dialog box.

To close the dialog box tap Cancel.

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To skip to next unanswered question:

  • Tap the exclamation mark (!) button to skip to the next unanswered question.

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Submitting a survey

On completion, the confirmation window is displayed.

  • Tap Review to review your responses.

  • Tap Continue to submit the survey.

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All Forms saved are logged against the Contact in the ‘Forms’ associated item.