The following provides a walkthrough of creating a sample Form, with links containing further information for each stages.

1. Go to Administrator > Manage Forms. From here the template Forms that come with SYNCHRO Control can be accessed.
   
   
   Note: If the Manage Form option is not visible in the Administration settings, you will need to contact your project Admin to grant you access.
   
   
2. To Edit a Form, change the Status to Draft by clicking on Change Status button.
    
   
   
3. To create a new Form, click New.
   
   
4. The Define section will display and require you to enter the following information:
   
   
   
   • Name is the Title of the form which has a max of 65 characters.
     Note: The Name can be made longer than 65 characters in the Design section.
     
     
   • Prefix is used to generate a unique identifiers for each form definition and are used as part of the ID when creating form instances.
     Note: A max of 25 characters are allowed.
     
     
   • Type has 24 out of the box form types that can be used for custom forms. You can also create new custom types. The Form Types are as listed below:

 

1. • • Discipline : Issue

Civil design	Deficiency	Observation	Risk
Clash	Design	Other	Task
Closeout	Field data	Punchlist	Create New Type
Communication	Issue	RFI

 

2. • • Discipline : General Purpose

Asset Inspection	Meeting Minutes	Review
Daily Log	Memo	Site Observation
General Correspondence	Other	Submittal
		Site Inspection

 

• • • Note: The form type acts as a container for the workflow. Workflows are configured per form type. All forms of the same type will follow the same workflow. And all forms of the same type need to have same form category.
    • From Category contains two:

Office Category Form	Field Category Form
Issue form	Daily Log form
RFI Form	Observation form

1. • Design Template allows users to use an existing Form Template to build their custom form. The new form category will follow the design template that we use.
     
     
     
     
     
2. Once all the fields are populated click Save. This will create a Draft version of the form. Click Next to bring you to the Design Form page.
   
   
   
3. The Form designer interface displays where you can define the Form.
   
   There is a Preview button  at top right, to check the form view.
   
   
4. The Design Printout tab provides options for setting the report output.
   
   
   
   
   
   
5. Click Next to set the Workflow.
   
   
   

6. Since it does not have a workflow defined yet, click Import Workflow Template to import an existing workflow.

7. Example, we select the Review Workflow option and click the Import button.
   
   
   

8. The Review Workflow is loaded into the form. Click Next to Set Permissions.
   
   
   

9. Set the Permissions as needed and click Save.
   
    
10. When finished assigning permissions click Close.
11. In the Forms Manager, select the Training Form then click the Change Status button.
    
    
    
12. Select the Published option and click Save.
    

Or, also can change the form status at the Form Details view

The Published form now displays under the Work module.