📱 How to Select a Form Template in the Mobile App

Accessing and completing form templates in the Take5™ Connect mobile app is streamlined for ease of use. Follow this guide to select and fill out the appropriate form templates assigned by your account holder.

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Step 1: ➕ Initiate Form Creation

1. Open the Take5™ Connect mobile app.
2. Tap the orange plus (+) button located at the bottom right corner of any page within the app.
3. From the Create/Report menu that appears, select Select Form Template.

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Step 2: 🏗️ Choose Site

1. The app will default to the Site you’re currently signed into.
2. To change the Site:
   • Tap the Site selector at the top of the page.
   • Scroll or search to find and select the desired Site.

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Step 3: 📄 Select Form Template

1. Tap the Select a Template box.
2. A list of available templates created by your account holder will appear.
3. Browse or search for the appropriate template.
4. Tap on the desired template to select it.

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Step 4: 🖊️ Create and Open Form

1. Once the template is selected and the correct Project/Site is confirmed, tap Create & Open Form at the bottom of the screen.
2. A confirmation dialog will appear.
3. Tap Yes to proceed to the form.

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Step 5: 📝 Complete and Submit Form

1. Fill out the form as required.
2. Compulsory fields are marked with an asterisk (*). Ensure all mandatory fields are completed.
3. To save your progress and return later, tap Save Progress.
4. Once all information is entered, tap Submit & Close to finalize the form.
5. Upon submission, your account holder will be notified and can review your responses.

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📞 Need Assistance?

For further help or inquiries:

• 📧 Email: support@take5connect.com
• 📞 Phone (NZ): 0800 582 535