Welcome to your NextCrew Portal's Workflows - Forms Page!
Here, you have the ability to view e-docs packages (such as Onboarding Paperwork) that were sent out to your Crew Members, monitor progress and complete those packages.
The Forms page gives you the ability to see in real time what packages you have sent out as well as where those forms are in the process of being completed by your Crew and Administrators and which still need to be completed by you.
Please continue Reading to learn more about Forms.
Forms are currently triggered by HR Status and are set up based on your Company's policies and procedures. Please reach out to your Customer Support Representative if you would like to make changes to your Forms packages or would like to set up new ones. Crew members should contact their company or agency with questions about forms.
Viewing Forms in Grid View
At the top of the forms page, there two toggles, a sort drop-down and a Quick Search Bar.
Show Only Mine Toggle:
By default, Show Only Mine will be toggled on. This means that by default, only forms assign to you will be visible. To view all forms, click once on the toggle. The toggle will shift to the right, appear grey and will prompt the grid to display all forms in pages of 25, limited by any other filters, sorting or quick searches.
Show Completed Toggle:
By default, Show Completed is toggled off. This means that by default, completed forms will be hidden. To view completed forms, click once to toggle. The toggle will shift to the left, appear blue and will prompt the grid to display completed forms also in pages of 25, limited by any other filters, sorting or quick searches.
Sort By Dropdown:
To the right of the toggles, the Sort By dropdown (when clicked on) allows you to choose the ordering in which you would like the forms to be displayed. You can choose between the date the form was Started On, UI Flow Name (alphabetical order) or Form Name (alphabetical order) as well as choose ascending (Asc) or descending (Desc) order.
Quick Search Bar:
The Quick Search Bar on the Forms page allows searching by Crew Name, UI Flow Name or Form Name. By default, this search bar is set to Crew name. This allows administrators/staffing coordinators to search easily for forms associated with specific Crew Members. To change to a different quick search option, click into the object where Crew Name is displayed next to the search bar. This will prompt the list to appear. Click on any other option to change the quick search. When you open the dropdown, the currently selected search option will be displayed with a blue check mark next to it.
Grid Options:
At the top of the Grid, you also have the ability to edit the grid, removing or adding completed percentages, as well as Group by several of the headers including Name, Form, Role, Started On and Completed On.
To add or remove completion percentages, click on the Cog on the right side of the grid.
By checking the Show Completion Percentages, this will prompt percentages that display the overall progress on the forms, as well as the percentage completion status for each form assigned to a Crew Member and Staffing Coordinator.
By hovering over the UI Flow Section where the completion percentage bars are displayed next to each form, you can see more detail about the number and percentage of forms completed overall as well as by role.
Grouping Forms
To Group, hover over the header that you would like to group by until you see the three horizontal dots. Click the dots and select Group from the drop-down menu.
Grouping will create buckets for the Forms that fall under different categories.
For example, grouping by Role will separate forms that need to be completed by the Crew Member from forms that need to be completed by a Staffing Coordinator or Admin.
By clicking the arrows to the left of the bucket name, you can view the corresponding forms in those groupings.
To remove groupings, click on the three dots again and select Ungroup.
