Contractor Forms / Permits
Would like to ability to create custom forms under Contractor Management so work permits could be sent and completed digitally and automatically saved under a contractors profile.
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Ashburn EA commented
It would be amazing to have a tool within OL that allows users to create their own forms to collect the contractor info they need, and then allow customisable workflows to be assigned to the form. We do an annual review of contractor suitability and require three people to complete the form in a particular order. We're currently using Adobe Sign to manage this. Triggers could be linked to the form to send it automatically based on an event (this would be an expiry date).
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Hello Nicola, Permits has been on our radar for some time. It is not currently scheduled simply due to the overwhelming demand from multiple users for other features. I will however leave this open for votes to ascertain demand across our userbase. Thank you again.