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Revisions

Track approvals and revisions

Define statuses for your workflow. Review returned forms with their reasons and track forms awaiting approval on the dashboard.

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Inspection report
RequestedWith the approverNew form
ReasonThe insulation values do not match the photographs.
Waiting onResponsible
ResultInspection report_Rev2{name}_Rev{n}
Pending approvals and assigned reviewers.
Statuses

Define your workflow statuses

Name each status, choose a colour and assign it to Not started, Active, Done or Closed. Boards and reports use these groups.

Not started, active, done and closed — everything sorts into those
Rename statuses to match your workflow
Status
Not started
To do
Active
In progress
Missing info
Needs revision
Done
Delivered
Closed
Done
Statuses organised into workflow groups.
What carries over

Choose what a revision includes

Set which statuses create a revision form. Choose its name and which attachments, team details, watchers and comments to copy.

Revision names based on a template
Comments stay behind by default; the rest comes with it
Revision settings
Started by
Needs revisionMissing info
Also when the template itself changes
The new form inherits
AttachmentsWatchersCommentsTeam assignments
Approval requiredResponsible
Settings for information copied to a revision.
Activity

Review the record history

Check who changed a record and when. Review earlier entries and the actions taken.

Activity
Form createdEmma Clarke· Oct 12
Status changedLiam Turner· Oct 14
Revision requestedSofia Reyes· Oct 16
ApprovedNoah Bennett· Oct 20
New form createdOlivia Hayes· Oct 22
Record history with actions and authors.

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Open a free account and start with a form your team already uses.

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