What is a Resolution Form?

This article will summarize what a Resolution Form is and the functionality of the Task Resolution Form workflow.

Overview

A Resolution Form is a form that must be completed in order to finish a Task. These forms are used to ensure that all required steps or documentation are submitted before a Task can be marked as complete.

Resolution Forms can be attached when creating a Task. You can include multiple Resolution Forms if needed—however, only one of each must be completed before the Task can be closed.

Example: 

Task: Beginning of Day duties

Resolution Form(s): Tool Box talk, job site inspection.

In this example, the supervisor or foreman will be prompted to complete both Resolution Forms before the Task can be marked as completed.

How to Add, Edit, or Remove Resolution Forms

Add a Resolution Form to a Task

1. Navigate to the Tasks module in your dashboard.

2. Click Create Task or open an existing task and select Edit.

3. Scroll to the section labeled Resolution Forms To Create.

   

4. From the list, check the box beside any Form(s) you’d like to attach.

5. Click Save to confirm your changes.

Once saved, the selected Resolution Form(s) will be required before the Task can be completed.

Edit or Remove a Resolution Form

1. Open the Task and click Edit.

2. Locate the Resolution Forms To Create field.

3. To make changes, you can:

   • Replace a form: Uncheck the original form, then select a new one from the list.

   • Remove a form: Uncheck the currently selected form and do not select a new one.

4. Click Save to update the Task.