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Mandatory Forms
Mandatory Forms

How to make forms mandatory

Traffio avatar
Written by Traffio
Updated over 3 weeks ago

Traffio allows forms to be made mandatory before work dockets are sent back to the office. There are two levels of mandatory requirements:

  1. If a form is not submitted, the worker must provide an explanation or reason for the missing form.

  2. The second level is a setting within the portal that removes the option to provide a reason, requiring all forms to be submitted before a docket can be submitted.

When a form is marked mandatory, the mobile app will display red "Required" placeholder forms in the booking, which workers can tap to start filling out.


How To Make a Form Mandatory Within Forms

  1. Navigate to Forms on the sidebar

  2. Select the desired Form

  3. Toggle on 'This form is mandatory on bookings' (This is only visible when your form has been made available to bookings)

  4. Press Save


How To Make a Form Mandatory Within Traffio Configs

To access these configs, you must have the correct access level and permissions.

  1. Navigate to Admin on the sidebar

  2. Select Traffio Configs tab

  3. Search "Forms" in search bar

  4. Click Enforce mandatory forms config

  5. Click on the option drop-down and select ON

  6. Click Save

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